Tax Services Manager: Build & Lead a Growing Practice

FORGE SEARCH + CONSULTING, LLC; Greenville (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

FORGE SEARCH + CONSULTING, LLC is partnering with a growing accounting and advisory organization in Greenville, SC to recruit a Tax Services Manager. This role leads and expands tax services, taking ownership of client needs and shaping the service line within a broader advisory practice.

You will develop processes, guide planning conversations, and mentor staff while delivering high‑quality federal and state tax work for individuals and businesses.

Qualifications

• CPA required.
• 3+ years of tax experience, ideally in public accounting or client-service environment.
• Strong experience with individual and business tax returns.
• Solid understanding of federal and state tax regulations and tax planning strategies.
• Ability to independently manage client relationships and communicate complex tax concepts clearly.
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Proactive, entrepreneurial mindset with interest in building and improving processes.
• Experience reviewing returns or mentoring junior team members is a plus.

Responsibilities

• Prepare and review federal and state tax returns for individuals and businesses, including partnerships, S corporations, and C corporations.
• Serve as a trusted point of contact for clients regarding tax questions, planning opportunities, and compliance needs.
• Lead proactive tax planning throughout the year, including quarterly planning conversations and estimated tax strategies.
• Identify opportunities to minimize tax liabilities and provide thoughtful, practical recommendations to clients.
• Help establish and refine processes, workflows, and best practices as the tax services offering grows.
• Partner with accounting and advisory professionals to provide clients with a well-rounded view of their financial needs.
• Stay current on changes in federal and state tax laws and communicate relevant impacts to clients.
• Contribute to the continued development and growth of the tax practice.

Skills

CPA

Tax planning

Tax compliance

Client management

Entrepreneurial mindset

Education

CPA certification

Tools

Job description

FORGE SEARCH + CONSULTING, LLC is partnering with a growing accounting and advisory organization in Greenville, SC to recruit a Tax Services Manager. This role leads and expands tax services, taking ownership of client needs and shaping the service line within a broader advisory practice.

You will develop processes, guide planning conversations, and mentor staff while delivering high‑quality federal and state tax work for individuals and businesses.