CPA license required (or actively pursuing CPA with relevant experience)
5+ years of progressive tax experience in public accounting
Proven experience mentoring, training, or supervising staff
Experience with client billing, engagement budgets, and realization management
Strong knowledge of federal and state tax regulations
Excellent communication and client relationship skills
Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan)
Responsibilities
Manage and review individual, business, and fiduciary tax returns for accuracy and compliance
Develop and implement tax planning strategies for clients
Mentor, train, and supervise staff accountants and senior associates
Manage client relationships as the primary point of contact for assigned accounts
Prepare and manage client billing, monitoring engagement budgets and timely invoicing
Communicate with clients regarding tax notices, deadlines, and planning opportunities
Stay current on federal, state, and local tax law changes
Collaborate with partners and other managers on firm initiatives
Benefits
Work-life balance with reasonable hours outside of peak tax season
Health, dental, and vision insurance
401(k) with firm match
Flexible time off
CPE support / continuing education reimbursement
Supportive, team-oriented office culture
Full Job Description
Job Type
Full-time
Description
Position Summary
We are seeking an experienced Tax Manager to join our team. This role oversees tax engagements from planning through completion, mentors staff accountants, manages client relationships, and contributes to the firm's billing and profitability goals. This is an in-office position based in our Dallas office.
Key Responsibilities
Manage and review individual, business, and/or fiduciary tax returns for accuracy and compliance
Develop and implement tax planning strategies for clients
Mentor, train, and supervise staff accountants and senior associates, providing feedback and supporting their professional growth
Manage client relationships, serving as a primary point of contact for assigned accounts
Prepare and manage client billing, including monitoring engagement budgets, realization, and timely invoicing
Communicate with clients regarding tax notices, deadlines, and planning opportunities
Stay current on federal, state, and local tax law changes
Collaborate with partners and other managers on firm initiatives and workflow management
What We Offer
Competitive salary based on experience
Work-life balance, including reasonable hours especially outside of peak tax season
Health, dental, and vision insurance
401(k) with firm match
Flexible time off
CPE support / continuing education reimbursement
Supportive, team-oriented office culture
Requirements
CPA license required (or actively pursuing CPA with relevant experience)
5+ years of progressive tax experience in public accounting
Proven experience mentoring, training, or supervising staff
Experience with client billing, engagement budgets, and realization management
Strong knowledge of federal and state tax regulations
Excellent communication and client relationship skills
Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan)
Must be authorized to work in the United States (we are unable to sponsor work visas for this position)
