Tax Manager: Lead Complex Returns & Client Advisory

Jobot; Waite Hill (OH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Great leadership

Unlimited PTO

Medical, dental & vision insurance

401k with firm match

Technology reimbursement

Job summary

Jobot is seeking a Tax Manager for its rapidly growing regional firm. You will lead tax engagements, prepare federal/state returns, provide planning and advisory services, and manage client relationships. The role offers a firm culture with flexible schedules and strong leadership.

The ideal candidate has 5+ years in public accounting or corporate/public blend, a bachelor’s in accounting/finance, and CPA or master’s preferred. Experience with 1120S and high net worth clients is a plus.

Qualifications

• Bachelor’s degree in Accounting or Finance is required; CPA or Master’s is preferred.
• Minimum 5 years of progressive public accounting or corporate/public blend experience.
• Experience with federal and state tax, planning and returns.
• Proficiency with tax software and research tools is required.
• Strong interpersonal and client service skills are essential.
• Detail-oriented with strong analytical abilities.
• Knowledge of 1120S returns and high net worth client work.
• Familiarity with US federal, state and local reporting requirements.
• Excellent written and verbal communication; leadership skills.
• Ability to handle multiple engagements and staff training.
• Ability to build and manage client relationships and staff teams.
• Strong problem-solving and proactive tax planning capabilities.

Responsibilities

• Lead and manage multiple tax engagements for clients.
• Prepare and review federal and state income tax returns for individuals, businesses, and exempt organizations.
• Build and maintain client relationships and understand client business.
• Prepare memoranda and IRS submissions; issue guidance as needed.
• Train staff and review their work for accuracy and quality.
• Direct and monitor teams; plan, consult and ensure compliance.
• Review returns prepared by staff; suggest improvements for savings.
• Conduct top-level review of tax positions and resolve issues with clients.
• Address client tax questions and gather necessary information.
• Stay updated on current tax developments and apply them to client situations.
• Analyze information and develop practical solutions for tax scenarios.

Skills

5+ years experience

Tax software proficiency

Tax returns knowledge (1120S)

Federal & state tax knowledge

Interpersonal communication

Detail-oriented

Analytical skills

Leadership & staff management

Written & verbal communication

Teamwork & independence

Client relationship building

Tax planning advisory

Education

Bachelor’s degree in Accounting or Finance

CPA designation preferred

Master’s degree (preferred)

Tools

Tax preparation software

Job description

Jobot is seeking a Tax Manager for its rapidly growing regional firm. You will lead tax engagements, prepare federal/state returns, provide planning and advisory services, and manage client relationships. The role offers a firm culture with flexible schedules and strong leadership.

The ideal candidate has 5+ years in public accounting or corporate/public blend, a bachelor’s in accounting/finance, and CPA or master’s preferred. Experience with 1120S and high net worth clients is a plus.