Tax Strategy Lead & Client Advisor

Portlandchristian; Louisville (KY); On-site; USD 120,000 - 150,000; Full time

Job summary

Portlandchristian in Louisville seeks an experienced Tax Manager to lead client engagements and provide strategic tax guidance. You will manage planning and compliance for individuals and businesses, mentor staff, and help grow the firm’s tax practice while staying current on tax legislation.

This role emphasizes ownership, client relationships, and leadership in a collaborative, client-focused environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of progressive tax experience.
• CPA license strongly preferred.
• Strong knowledge of federal and state taxation.
• Experience preparing and reviewing individual and business tax returns.
• Experience with complex tax planning and research.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple client engagements and competing deadlines.
• Strong attention to detail and commitment to delivering high-quality work.
• Experience mentoring, supervising, or reviewing the work of accounting professionals.
• Proficiency with tax preparation and accounting software.

Responsibilities

• Manage tax engagements from planning through completion, ensuring work is accurate, timely, and compliant with applicable regulations.
• Prepare and/or review complex federal, state, and local tax returns for individuals and business entities.
• Provide proactive tax planning and advisory services tailored to individual client circumstances.
• Research and resolve complex tax issues and communicate recommendations clearly to clients.
• Serve as a trusted point of contact for clients, developing strong and lasting professional relationships.
• Identify opportunities to minimize tax liabilities while maintaining compliance with applicable tax laws.
• Oversee tax deadlines, extensions, estimated payments, and other required filings.
• Respond to IRS and state tax notices and assist with examinations and other tax matters.
• Review work prepared by other members of the tax team and provide guidance to ensure quality and accuracy.
• Mentor and develop staff members, helping strengthen the team's technical capabilities.
• Stay current on changes to tax legislation, regulations, and industry developments.
• Participate in client meetings and contribute to broader accounting and financial planning discussions.
• Help identify opportunities to improve tax processes, efficiency, and client service.

Skills

5+ years of progressive tax experience

Strong knowledge of federal and state税

Education

Bachelor's degree in Accounting, Finance, or a related field

Job description

Portlandchristian in Louisville seeks an experienced Tax Manager to lead client engagements and provide strategic tax guidance. You will manage planning and compliance for individuals and businesses, mentor staff, and help grow the firm’s tax practice while staying current on tax legislation.

This role emphasizes ownership, client relationships, and leadership in a collaborative, client-focused environment.