Tax Manager - Hybrid, Lead Client Relationships & Advisory

Insite US; Hartford (CT); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Insite US is seeking a Tax Manager in Hartford, CT to lead the Commercial Services tax engagements for middle-market clients. You will oversee compliance, planning, and delivery while mentoring staff and developing senior client relationships.

You will engage with partners on complex tax matters and drive advisory opportunities across Manufacturing & Distribution, Consumer Products, and Hospitality sectors.

Qualifications

• 6+ years of relevant tax experience
• At least 2 years of management experience
• CPA, EA or JD qualification required
• Bachelor's degree required; Master's in Accounting or Taxation preferred
• Current experience working with commercial services clients
• Strong corporate and partnership tax knowledge
• Experience reviewing complex business tax returns
• Strong tax research and problem-solving skills
• Experience supervising staff and managing engagements
• Excellent client relationship and communication skills
• Strong organisational and project management abilities
• Experience using professional tax software such as CCH Axcess, ProSystem, or CCH Engagement

Responsibilities

• Manage federal and state tax compliance and advisory engagements.
• Review complex partnership and corporate tax returns.
• Research technical tax issues and provide practical recommendations.
• Advise clients on tax compliance requirements and planning opportunities.
• Prepare technical tax memoranda and communicate findings to clients.
• Manage engagement budgets, deadlines and staffing requirements.
• Supervise, review and develop junior tax professionals.
• Build strong relationships with business owners and finance teams.
• Identify opportunities to provide additional tax and advisory services.
• Support business development activities and client proposals.
• Work closely with Partners and senior leadership on complex engagements.

Skills

6+ years tax experience

Management experience

CPA/EA/JD

Client communication

Tax research

Education

Bachelor's degree

Master's in Accounting/Taxation

Tools

CCH Axcess

ProSystem

CCH Engagement

Job description

Insite US is seeking a Tax Manager in Hartford, CT to lead the Commercial Services tax engagements for middle-market clients. You will oversee compliance, planning, and delivery while mentoring staff and developing senior client relationships.

You will engage with partners on complex tax matters and drive advisory opportunities across Manufacturing & Distribution, Consumer Products, and Hospitality sectors.