Tax Manager
Tax Manager
Position Overview
Key Responsibilities
Client Service
Team Leadership
Practice Development
Technical & Professional Development
Qualifications
Education & Experience
Technical Skills
Soft Skills
Firm-Specific Expectations
Top 10 Firm
Top 300 Firm
Mid-sized Firm
Compensation & Benefits
Position Overview
The Tax Manager plays a crucial role in delivering high-quality tax services to clients while supervising staff and contributing to practice growth at our clients Charlotte, NC accounting firms. This position description is adaptable for three CPA firms of varying sizes:
Top 10 Firm: A leading national practice with 1000+ professionals offering comprehensive services across multiple industries with global capabilities
Top 300 Firm: A regional practice with 100-250 professionals providing full-service accounting solutions to a diverse client base
Mid-sized Firm: A growing local/regional practice with 30-75 professionals balancing personalized service with comprehensive capabilities
Key Responsibilities
Client Service
- Manage a portfolio of business and individual tax clients across various industries
- Review and approve tax returns, including complex individual, partnership, corporate, trust, and estate returns
- Identify tax planning opportunities and proactively advise clients on tax minimization strategies
- Respond to IRS and state notices, coordinate tax audits, and handle tax controversy matters
- Maintain regular communication with clients throughout the year
Team Leadership
- Supervise, develop, and mentor tax associates and senior associates
- Assign and monitor work to ensure timely completion and quality control
- Provide technical guidance and review work of junior staff
- Participate in staff evaluations and performance reviews
- Assist with recruiting and onboarding new talent
Practice Development
- Participate in business development activities and networking events
- Identify and pursue cross-selling opportunities with existing clients
- Assist in proposal preparation and client presentations
- Contribute to firm marketing initiatives and thought leadership content
- Help develop specialized tax service offerings
Technical & Professional Development
- Stay current on federal and state tax laws, regulations, and rulings
- Identify and implement process improvements for tax compliance work
- Participate in continuing professional education and firm training programs
- Contribute to the development of firm tax policies and procedures
Qualifications
Education & Experience
- Bachelor's degree in Accounting or related field; Master's degree in Taxation preferred
- CPA license required
- 5-8 years of public accounting experience with a focus on tax services
- Progressive experience managing client relationships and supervising staff
Technical Skills
- Comprehensive knowledge of federal and state tax laws and regulations
- Proficiency with tax preparation software (UltraTax, CCH Axcess, or similar)
- Experience with tax research tools (RIA Checkpoint, CCH IntelliConnect)
- Strong analytical skills and attention to detail
Soft Skills
- Excellent written and verbal communication skills
- Leadership abilities with a focus on staff development
- Strong project management and organizational skills
- Client service orientation with relationship-building capabilities
- Problem-solving skills and business acumen
Firm-Specific Expectations
Top 10 Firm
- Manage larger, complex engagements for Fortune 1000 and middle-market clients
- Specialize in High Net Worth or Real Estate / REIT tax returns
- Access to extensive resources, advanced technologies, and proprietary methodologies
- Structured career path with clear advancement criteria
- Opportunity for national leadership roles, specialized committees, and thought leadership
Top 300 Firm
- Balance between specialized (High Net Worth or Real Estate / REIT tax returns) and broad tax expertise
- Service regional businesses and high-net-worth individuals
- Department leadership opportunities with growth potential
- Collaboration across multiple service lines
- Regional reputation with select national exposure
Mid-sized Firm
- More direct client relationship management across diverse clients
- Greater involvement in firm-wide strategy and business development
- Opportunity to become a significant practice leader
- Balanced approach between specialized services (High Net Worth) and general tax work
- More flexible work environment with entrepreneurial culture
Compensation & Benefits
- Competitive salary commensurate with experience and firm size
- Performance-based bonus structure
- Comprehensive benefits package including medical, dental, and vision insurance
- 401(k) with employer matching
- PTO and paid holidays
- Professional development and continuing education support
- Partnership track opportunities varying by firm size
- Flexible work arrangements
Charlotte, North Carolina
Up to £0.00 per annum
