Tax Manager- TX

Jacobson Lawrence & Co; Greenville (TX); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Jacobson Lawrence & Co in Greenville, Texas, seeks an experienced Tax Manager to oversee preparation and review of complex tax engagements, lead planning strategies, and manage client relationships across corporations, partnerships, trusts, and high-net-worth individuals.

You will supervise staff, ensure compliance, and provide strategic guidance on federal and state taxes, with emphasis on Texas tax considerations. The role demands leadership, strong analytics, and proficiency with ProConnect.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• Active CPA license (Texas or reciprocity).
• 5–8+ years of progressive tax experience in public accounting.
• Strong knowledge of federal and multistate taxation.

Responsabilités

• Oversee and review federal tax returns for individuals, corporations, partnerships, and trusts.
• Lead tax planning strategies and compliance initiatives.
• Manage client relationships and service delivery.
• Supervise staff and review workpapers.
• Monitor changes in tax laws and advise accordingly.
• Oversee IRS audits and Texas Department of Revenue inquiries.

Connaissances

Analytical skills

Organizational skills

Project management

Client service

Formation

Bachelor’s degree in Accounting, Finance, or related field

CPA license (Texas or reciprocity)

Outils

ProConnect

Excel

CCH/BNA tax research

Description du poste

Tax Manager

Job Description

Position Summary

We are seeking a highly experienced and driven Tax Manager to join our tax team in Greenville, Texas. In this role, you will oversee the preparation and review of complex tax engagements, lead tax planning strategies, and manage client relationships across a diverse portfolio, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Manager will play a key leadership role in the firm, supervising staff, ensuring compliance, and providing strategic guidance on federal and multistate tax matters, with an emphasis on Texas state and local tax considerations.

Key Responsibilities

• Oversee and review federal tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and compliance
• Manage the preparation and review of tax extensions, estimated payments, and tax projections
• Conduct advanced research and analysis of complex federal and multistate tax issues, including Texas State business taxes (e.g., B&O tax), and communicate recommendations to clients and firm leadership
• Lead tax planning strategies and compliance initiatives tailored to client needs
• Serve as the primary point of contact for clients, managing relationships and delivering high-quality service
• Manage and oversee IRS audits, notices, and correspondence, as well as Texas Department of Revenue inquiries
• Supervise, mentor, and develop Tax Seniors and Associates, including reviewing workpapers and providing ongoing feedback
• Ensure adherence to firm quality control standards and maintain well-documented, organized files
• Monitor changes in federal and Texas tax laws and proactively advise clients and internal teams on impacts
• Drive process improvements and efficiencies within tax workflows and software utilization (e.g., Proconnect)
• Collaborate with partners on client engagements, business development opportunities, and practice growth initiatives

Qualifications

Required:

• Bachelor’s degree in Accounting, Finance, or related field
• Active CPA license (Texas or ability to obtain reciprocity)
• 5–8+ years of progressive tax experience, preferably in public accounting
• Strong expertise in federal tax regulations and multistate taxation
• Experience with Texas State tax considerations, including B&O tax and nexus rules
• Extensive experience reviewing complex returns across multiple entity types
• Demonstrated leadership and team management experience
• Excellent analytical, organizational, and project management skills
• Strong client service and communication skills
• Advanced proficiency with Microsoft Office Suite, particularly Excel

Preferred:

• Experience with Texas Department of Revenue audits and compliance
• Proven experience managing client relationships and leading engagements
• Experience with complex tax planning and consulting projects
• Proficiency with Proconnect and tax research platforms such as CCH or BNA