Tax Manager: Strategy, Planning & Client Leadership

Abacuspro; Louisville (KY); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life Insurance

Disability Insurance

401(k) plan

Becker and LinkedIn Learning access

Job summary

Current is seeking a Tax Manager to lead tax compliance, planning, and consulting for a diverse client base including individuals, businesses, trusts, and nonprofits. You will oversee multiple engagements, review returns, mentor staff, maintain client relationships, and ensure timely delivery of high-quality work.

The role requires an active CPA license, 6+ years of public accounting tax experience, and strong knowledge of federal/state tax laws.

Qualifications

• Bachelor's degree in Accounting required.
• 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 (e.g., 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 license

Tax expertise

Supervisory experience

Tax research

Excel proficiency

Education

Bachelor's degree in Accounting

Master's in Taxation

Tools

CCH Axcess

ProSystem fx

UltraTax CS

Lacerte

Job description

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

As a Tax Manager at Abacus! you are responsible for managing tax compliance, planning, and consulting services for a diverse client base of individuals, businesses, trusts, and nonprofit organizations. This role oversees multiple client engagements, reviews tax returns, mentors staff, maintains strong client relationships, and ensures work is completed accurately and on schedule. In a smaller CPA firm, the Tax Manager is expected to be actively involved in technical tax work while contributing to practice development and operational efficiency.

Essential 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.

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.

• Previous supervisory or team leadership experience.

• Experience with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, or similar).

• Proficiency with Microsoft Office, particularly Excel
  
  

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term & Short-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
  

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.