Tax Manager: Lead Client Tax & Planning

Abacuspro; Branson (MO); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Company-Paid Life and Disability

Supplemental life, critical illness, &

401(k) with employer contributions

Professional development (Becker, LInk

Learning resources (Becker and LinkedI

Job summary

Current is seeking a Tax Manager to lead tax engagements for individuals, businesses, trusts, and nonprofits. You will review tax returns, provide planning and consulting, mentor staff, and drive engagement quality and efficiency.

You will work with partners on tax strategies, stay updated on tax law changes, and contribute to business development and client service excellence. A CPA and extensive tax experience are essential.

Qualifications

• Bachelor's degree in Accounting required; Master's in Taxation preferred.
• Active CPA license required.
• 6+ years of progressive public accounting tax experience.
• Experience reviewing complex tax returns across multiple entity types.
• Strong knowledge of federal and state tax laws and regulations.
• Supervisory or team leadership experience.
• Experience with tax preparation and research software (CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, or similar).
• Proficiency with Microsoft Office, particularly Excel.

Responsibilities

• Manage multiple tax engagements from planning through completion while meeting deadlines and budget expectations.
• Review and prepare federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations.
• Provide proactive tax planning and consulting to minimize client tax liabilities and identify planning opportunities.
• Research complex tax issues and communicate findings and recommendations to clients and firm leadership.
• Serve as the primary contact for assigned clients, building long-term relationships through responsive and professional service.
• Supervise, mentor, and develop tax staff and seniors by reviewing work, providing feedback, and supporting professional growth.
• Coordinate workflow, assign projects, and monitor engagement progress throughout the tax season.
• Assist clients with IRS and state tax notices, examinations, and correspondence.
• Stay current on changes in tax laws, regulations, and industry developments, ensuring compliance and advising clients accordingly.
• Identify opportunities for additional services and participate in business development and client retention efforts.
• Collaborate with partners on tax strategies, firm initiatives, and process improvements.
• Maintain accurate engagement documentation and comply with firm quality control standards.
• Support year-round client advisory services, including estimated tax planning, entity selection, succession planning, and business consulting.

Skills

CPA license

Public accounting

Tax planning

Tax research software

Excel proficiency

Education

Bachelor's degree in Accounting

Master's in Taxation preferred

Tools

CCH Axcess

ProSystem fx

UltraTax CS

Lacerte

Job description

Current is seeking a Tax Manager to lead tax engagements for individuals, businesses, trusts, and nonprofits. You will review tax returns, provide planning and consulting, mentor staff, and drive engagement quality and efficiency.

You will work with partners on tax strategies, stay updated on tax law changes, and contribute to business development and client service excellence. A CPA and extensive tax experience are essential.