Tax Manager | Partner Track (14682)

Qualified Staffing; Richmond (VA); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid holidays

Unlimited PTO

Hybrid work environment

Job summary

Qualified Staffing in Richmond, VA seeks a Tax Manager on a partner-track path to lead an established client book after acquisition growth. The role is hybrid, with direct client leadership and staff development responsibilities.

The candidate will prepare and review complex returns, provide planning and advisory services, drive process improvements, and collaborate with partners to shape the firm’s tax practice and growth.

Qualifications

• Public accounting experience; Big 4 experience valued.
• Minimum 2 years of managerial experience.
• Strong knowledge of tax code and compliance.
• Experience preparing and reviewing individual and business tax returns.
• Experience with trust and nonprofit tax preparation and review.
• Strong tax planning and advisory experience.
• Demonstrated experience managing workflow and staff; developing direct reports.
• Strong client-facing skills; excellent written and verbal communication.
• Leadership and interpersonal abilities; CPA or EA preferred, CPA highly preferred.

Responsibilities

• Manage an existing book of business and develop client relationships.
• Prepare and review individual, business, trust, and nonprofit tax returns.
• Provide tax planning, consulting, and advisory support to clients.
• Serve as a primary tax resource for clients and internal team members.
• Review tax returns for accuracy, compliance, and quality.
• Manage workflow, deadlines, and tax engagements.
• Lead, oversee, and develop direct reports and other team members.
• Provide clear guidance and technical support to staff.
• Communicate complex tax matters clearly with clients.
• Identify opportunities to improve internal policies, procedures, workflows, and workpaper systems.
• Contribute ideas as the firm grows through acquisitions.
• Support growth of the Richmond operation.

Skills

Public accounting

Big 4 experience

People management

Tax compliance

Individual/business tax returns

Trusts and nonprofits

Tax planning

Workflow management

Staff development

Client communication

Leadership

CPA/EA preferred

Tools

Intuit ProConnect or CCH Axcess

Firm360

SharePoint/Engagement Tax

Job description

Tax Manager | Partner Track

Location: Richmond, VA

Schedule: Hybrid

Preferred Credentials: CPA or EA, with CPA preferred

About The Opportunity

A growing accounting firm based in Jacksonville, FL is in the process of acquiring a tax firm in Richmond, VA and is looking for an experienced Tax Manager to step into a key leadership position.

This individual will manage an established book of business with the opportunity to eventually take ownership of that book. The position offers a strong career path within a firm that is actively growing through acquisitions and looking for someone who can become one of the primary tax resources for the organization.

This is an opportunity for an experienced tax professional who wants more than a traditional management role. The firm is looking for someone who can lead, develop staff, work directly with clients, contribute ideas, and play an active role in shaping processes as the organization continues to grow.

Key Responsibilities

• Manage an existing book of business and develop strong relationships with clients
• Prepare and review individual, business, trust, and nonprofit tax returns
• Provide tax planning, consulting, and advisory support to clients
• Serve as a primary tax resource for clients and internal team members
• Review tax returns for accuracy, compliance, and quality
• Manage workflow, deadlines, and tax engagements
• Lead, oversee, and develop direct reports and other team members
• Provide clear guidance and technical support to staff
• Communicate complex tax matters clearly and professionally with clients
• Identify opportunities to improve internal policies, procedures, workflows, and workpaper systems
• Contribute ideas as the firm develops new processes and expands through acquisitions
• Support the continued growth and development of the Richmond operation

Qualifications

• Strong public accounting experience
• Big 4 experience is highly valued
• Minimum of 2 years of managerial experience
• Strong knowledge and understanding of tax code and tax compliance
• Experience preparing and reviewing individual and business tax returns
• Experience with trust and nonprofit tax preparation and review
• Strong tax planning and advisory experience
• Demonstrated experience managing workflow and staff
• Experience developing and overseeing direct reports
• Strong client facing skills
• Excellent written and verbal communication skills
• Strong leadership and interpersonal abilities
• CPA or EA preferred, with CPA highly preferred

Technology

• Experience with the following systems is beneficial: Intuit ProConnect or CCH Axcess
• Firm360
• Microsoft SharePoint or Engagement Tax

What The Firm Is Looking For

The ideal candidate is someone who can step into the role with the technical knowledge and leadership ability to operate as a trusted tax resource. This person should be comfortable taking ownership, making decisions, developing staff, and working directly with clients.

The firm is in growth mode, so adaptability is important. Processes and procedures will continue to evolve as the organization grows. The successful candidate will bring a growth mindset, integrity, flexibility, and a willingness to learn and contribute new ideas.

The culture is collaborative and team focused. Employees are encouraged to share their opinions and ideas, and leadership genuinely values input from the team. While a hybrid schedule is available, the Richmond team has a close working culture with employees who enjoy spending time together in the office.

The firm is also open to professionals who want to develop an area of specialization or introduce services the organization does not currently offer.

Compensation And Benefits

• $120,000 to $135,000 base salary
• 8% to 12% discretionary bonus
• Additional incentive opportunities at the end of tax season and the end of the year
• Health, dental, and vision insurance
• 100% of employee only insurance premium covered
• 401(k) plan with company match
• 10 paid holidays
• Unlimited PTO
• Hybrid work environment

Career Growth

This position is designed for someone interested in meaningful long term advancement. The Tax Manager will have the opportunity to manage an established book of business and potentially take it over while becoming a key leader within the firm.

With continued acquisitions and expansion planned, this role provides the opportunity to grow alongside the organization, take on increasing responsibility, and pursue a potential partner track career path.