Tax Manager: Lead Compliance & Strategy for Clients

Abacus!; Louisville (KY); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Life and Disability Insurance

401(k) with employer contributions

Professional growth programs (Becker,

LinkedIn Learning

Job summary

Abacus! is seeking a Tax Manager to oversee tax compliance, planning, and advisory services for a diverse client base. You will manage multiple engagements, review returns for various entity types, and mentor staff to ensure accuracy and timely delivery.

The role emphasizes proactive planning, ongoing client communication, and involvement in business development while staying current on evolving tax laws and firm standards.

Qualifications

• Bachelor's degree in Accounting; 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 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 licensure

Client relationships

Tax planning

Mentoring staff

Communication

Reviewing complex returns

IRS/state notices handling

Tax research

Education

Bachelor's in Accounting

Master's in Taxation (preferred)

Tools

CCH Axcess

ProSystem fx

UltraTax CS

Lacerte

Excel

Job description

Abacus! is seeking a Tax Manager to oversee tax compliance, planning, and advisory services for a diverse client base. You will manage multiple engagements, review returns for various entity types, and mentor staff to ensure accuracy and timely delivery.

The role emphasizes proactive planning, ongoing client communication, and involvement in business development while staying current on evolving tax laws and firm standards.