Tax Planning & Strategy Manager

ZipRecruiter; Gauteng; On-site; ZAR 1,418,000 - 2,129,000; Full time

Job summary

A leading tax consultancy firm is seeking a CPA Tax Manager to oversee complex tax engagements for individuals and corporations. The ideal candidate will have extensive tax experience, strong leadership skills, and excellent organizational abilities. This role offers a unique opportunity to mentor junior staff while providing strategic tax consulting services to diverse clients.

Qualifications

• 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.
• Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.
• Excellent organizational, project management, and communication skills.

Responsibilities

• Oversee and review the preparation of tax returns for various entities.
• Provide strategic tax planning and consulting services to clients.
• Manage multiple engagements and ensure client deadlines are met.

Skills

Tax compliance and planning

Client relationship management

Staff supervision

Tax research

Process improvement

Education

Bachelor’s degree in Accounting or related field

CPA license

Master’s in Taxation

Tools

CCH Axcess

ProSystem fx

GoSystem

BNA

Job description

Job DescriptionJob Description

Reports To: Partner / Tax Director
FLSA Status: Exempt
Location: Dublin, OH
Department: Tax Services

Position Summary:

The CPA Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities:

• Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

• Provide strategic tax planning and consulting services to clients in various industries.

• Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

• Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

• Manage multiple engagements and ensure client deadlines and budgets are met.

• Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

• Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

• Assist with business development efforts and participate in client proposal processes.

Qualifications:

• CPA license required.

• Bachelor’s degree in Accounting or related field; Master’s in Taxation .

• 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

• Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

• Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

• Excellent organizational, project management, and communication skills.

• Ability to lead, motivate, and develop a team in a fast-paced environment.

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to , color, , , , , disability status, genetics, protected veteran status, , or expression, or any other characteristic protected by federal, state or local laws.