We9re looking for an experienced Tax Manager to join our Muskegon office who shares that mindset. Someone who brings strong technical knowledge and sound judgment to the table, enjoys working directly with clients, and takes pride in helping others grow. This is an opportunity to take ownership of engagements, lead and mentor a talented team, build meaningful client relationships, and have a voice in the continued success of our firm.
Key Responsibilities
Tax Management & Technical Expertise
Plan, supervise, and manage tax engagements from start to completion.
Review complex federal, state, and local tax returns for individuals, corporations, partnerships, and other business entities.
Provide tax planning, research, and advisory services to clients.
Maintain a thorough understanding of the Internal Revenue Code, tax regulations, and current tax developments.
Identify tax-saving opportunities and provide practical recommendations tailored to clients9 needs.
Ensure tax engagements are completed accurately, efficiently, and within established deadlines.
Client Relationship Management
Serve as a trusted advisor and primary point of contact for assigned clients.
Build and maintain strong, long-term client relationships through proactive communication and exceptional service.
Understand clients9 businesses, financial goals, and tax needs.
Identify opportunities to provide additional tax, accounting, and advisory services.
Develop new professional relationships that support the firm9s continued growth.
Leadership & Team Development
Supervise and mentor supervisors, senior accountants, and staff accountants.
Review work, provide constructive feedback, and support employee development.
Effectively delegate responsibilities and oversee engagement workflow.
Assist with training and developing team members to strengthen technical knowledge and professional skills.
Promote a collaborative, positive, and accountable work environment.
Engagement & Practice Management
Monitor engagement profitability, productivity, and work quality.
Manage timely client billing and assist with outstanding accounts receivable.
Collaborate with partners and management on firm operations and process improvements.
Participate in business development, networking, and community involvement opportunities.
Qualifications
Required
Bachelor9s degree in Accounting or a related field.
Active Certified Public Accountant (CPA) license.
7-10 years of progressive experience in public accounting, with a strong background in taxation.
Experience reviewing complex individual and business tax returns.
Strong knowledge of federal and state tax laws and regulations.
Demonstrated leadership, supervisory, and mentoring experience.
Ability to independently manage multiple engagements and meet deadlines.
Excellent communication, analytical, organizational, and problem-solving skills.
Strong commitment to quality, professionalism, and client service.
Preferred
Experience with UltraTax CS or similar professional tax preparation software.
Strong tax research, planning, and advisory skills.
Experience developing client relationships and identifying additional service opportunities.
