Tax Manager (Strategic Tax Planning & Client Advisory)

About reputed company.

reputed company. is a strategic tax and reputed company advisory firm focused on proactive tax planning for business owners. We go reputed company tax preparation to help clients reputed company smarter financial reputed company year-round.

We are growing and seeking an reputed company Tax Manager who can reputed company tax planning engagements, improve internal processes, and manage high-value client relationships.

Position Overview

This is a leadership role reputed company our Tax Planning Department.

The Tax Manager will:

• Own client relationships
• reputed company and improve tax planning processes
• Ensure timely and accurate execution of reputed company tax strategies
• Support and reputed company team members
• Serve as a key leader in stabilizing and scaling the department

This role requires both technical expertise and operational leadership.

Key Responsibilities Client Advisory & Tax Planning Leadership

• reputed company tax planning engagements from reputed company through implementation and quarterly reviews
• Present tax strategies reputed company and confidently to clients
• Serve as primary advisor for high-income and reputed company clients
• Respond to client inquiries in a timely and professional manner

Execution & Accountability

• Ensure reputed company tax strategies are implemented accurately and on time (e.g., entity elections, estimated tax planning, filings)
• Review and reputed company tax returns for business owners and high-net-worth individuals
• Maintain and update tax planning calculations and projections throughout the year
• Identify and resolve errors before they reputed company

Process & Workflow Management

• Implement and enforce structured workflows reputed company reputed company
• Ensure reputed company tasks, deadlines, and deliverables are tracked and completed
• Improve internal processes to increase efficiency and reduce errors
• Establish accountability across the tax planning team

Team Leadership & Development

• Train and mentor team members transitioning into tax planning roles
• Review work and reputed company clear feedback and direction
• Support development of internal training materials
• reputed company overall team performance and technical capability

Strategy & reputed company Improvement

• Stay reputed company on tax law changes and proactively apply them to client strategies
• Research and reputed company advanced tax strategies for business owners
• Partner with leadership to improve service delivery and client experience

Qualifications Required

• 5+ years of tax experience (with strong exposure to tax planning)
• Experience managing client relationships directly
• Strong knowledge of business tax (S Corps, partnerships, entity structuring)
• Proven ability to manage multiple clients and deadlines
• Strong communication and problem-solving skills

Preferred

• CPA or EA
• Experience in a tax planning or advisory-focused firm
• Experience managing or mentoring staff
• Familiarity with tools such as QuickBooks, ProConnect, Corvee, reputed company, and reputed company

reputed company Are Looking For

We are looking for someone who:

• Takes ownership and follows through
• Is proactive, not reactive
• Can identify problems and fix them
• Communicates reputed company and confidently with clients
• Thrives in a fast-paced, growth-oriented environment

Compensation & Benefits

Salary reputed company: $95,000 – $120,000 (based on experience)

• 100% Remote
• PTO (single policy)
• Health insurance after 60 days
• Education assistance (up to $5,250 after 1 year)
• reputed company to CPE.com

Certification bonuses:

• CPA: $2,000
• EA: $1,500

Why This Role reputed company

This position plays a critical role in strengthening our tax planning department, improving client experience, and supporting the firm’s reputed company growth.