Job Type
Full-time
Description
EHTC is seeking an experienced Tax Advisory Manager to join our growing Advisory Practice. This role will work closely with closely held businesses and their owners, providing strategic tax planning, transaction advisory, business structuring, and consulting services.
As a trusted advisor, you'll help clients navigate complex tax matters, identify planning opportunities, evaluate business transactions, and develop practical solutions that support their long-term goals. You'll also play a key role in mentoring team members, managing client relationships, and contributing to the continued growth of our advisory services.
Key Responsibilities- Manage tax advisory engagements for closely held businesses and their owners, including tax planning, transaction structuring, due diligence, reorganizations, restructuring activities, and other strategic consulting matters.
- Identify and analyze tax risks and opportunities related to acquisitions, dispositions, reorganizations, and other significant business events, and develop practical recommendations for clients.
- Research complex federal and state tax matters, analyze technical issues, and develop well-supported conclusions and recommendations.
- Review tax analyses, memoranda, financial models, and other client deliverables for technical accuracy, completeness, and alignment with client objectives.
- Lead multiple client engagements simultaneously, ensuring projects are delivered on time, within budget, and at the highest level of quality.
- Monitor engagement performance, including workflow, staffing, utilization, realization, and billing.
- Serve as a trusted advisor and primary point of contact for clients, building strong relationships and delivering proactive guidance on tax strategy, business decisions, and emerging risks.
- Collaborate with professionals across service lines to develop integrated solutions that address complex client needs.
- Lead, supervise, mentor, and develop tax professionals through coaching, training, delegation, and performance feedback.
- Review staff work and provide guidance to support technical development and career growth.
- Contribute to the growth of the Advisory Practice by identifying opportunities to expand existing client relationships, participating in business development activities, and maintaining professional networks.
- Recommend process improvements and innovative solutions that enhance client outcomes, team effectiveness, and overall practice performance.
What Success Looks LikeThe ideal candidate is a collaborative leader who enjoys solving complex tax challenges, building trusted client relationships, mentoring team members, and helping businesses navigate important decisions with confidence. You'll thrive in a dynamic environment where technical excellence, client service, and continuous growth are highly valued.
Requirements
- Bachelor's degree in Accounting, Finance, Economics, or a related field.
- Active CPA license.
- 5+ years of relevant experience in public accounting, professional services, consulting, or a related field.
- Prior experience supervising, mentoring, and developing team members.
- Strong technical tax knowledge related to tax planning, research, structuring, and advisory services for closely held businesses and their owners.
- Strong analytical, critical thinking, problem-solving, and decision-making skills.
- Excellent verbal and written communication skills, including the ability to effectively communicate complex tax matters and prepare written tax advice.
- Strong project management skills with the ability to manage multiple engagements, priorities, and deadlines.
Preferred Qualifications- Experience advising closely held businesses and their owners on complex tax planning, structuring, and transaction-related matters.
- Experience with transaction-related matters, including due diligence, acquisitions, dispositions, reorganizations, and restructuring activities strongly preferred.
- Experience managing client relationships and providing strategic tax advisory services.
- Experience with tax research databases, tax compliance software, AI tools, and document management systems.
- Familiarity with UltraTax, GoRS, CoCounsel, and other Thomson Reuters products
