Tax Manager

Mark Sherman CPA

$110K — $130K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field; Master's degree in Taxation preferred
  • Extensive experience in income tax preparation and review across various entities
  • Strong leadership and project management skills with excellent organizational abilities
  • In-depth knowledge of tax law and regulations
  • Proficient analytical and tax research skills
  • Experience with tax software like CCH, Lacerte, QuickBooks, and Canopy
  • Flexible to handle increased workloads during tax season
  • CPA preferred; experience with trusts, estates, and non-profit organizations is a plus.

Responsibilities

  • Lead and mentor a high-performing tax team to provide precise tax services
  • Build strong client relationships by maintaining clear expectations for satisfaction
  • Manage preparation and review of complex tax returns to ensure compliance
  • Support business development efforts by nurturing existing clients and exploring new opportunities
  • Streamline processes within the team to meet performance targets while ensuring full compliance

Benefits

  • Medical, Dental, Vision Insurance
  • 401(k) with company match
  • Unlimited PTO and paid holidays
  • Paid parental leave for birth and adoption
  • Casual dress code
  • Team-building events and wellness initiatives
  • Comprehensive mobile phone coverage for employees and discounted plans for spouses
Full Job Description
Tax Manager:

As a Tax Manager, you thrive in an environment where results and relationships drive success. You'll lead your team through complex tax projects, balancing multiple priorities with confidence and a sense of urgency. Your forward-thinking approach strengthens client relationships and supports the firm's long-term growth. Join us at Haynie & Company as our Tax Manager, where your leadership and solutions-focused mindset will propel both clients and your team toward new opportunities and lasting success.

What you'll need to be our Tax Manager:
  • Bachelor's degree in Accounting or related field required, preferably with a Master's degree in Taxation
  • Extensive public accounting experience in income tax preparation and review for individuals, partnerships/LLCs, S Corporations, and C Corporations
  • Proven leadership and project management abilities, with strong organizational skills to manage and delegate multiple simultaneous tasks
  • Comprehensive understanding of tax law
  • Strong analytical and tax research skills
  • Skilled in establishing and maintaining positive and professional client relationships
  • Exposure to relevant tax software systems, including CCH, Lacerte, QuickBooks, and/or Canopy
  • Flexibility to take on larger workloads during Tax season
  • CPA, preferred
  • Previous experience in income tax preparation and review for trusts, estates, and non-profit organizations, preferred
  • Goal-oriented and innovative leader with a proactive approach to achieving business results

Why you'll love working with us:
  • Medical, Dental, Vision Insurance
  • 401(k) with company match
  • Unlimited PTO and paid holidays
  • Paid parental leave (birthing and adoption)
  • Casual Dress
  • Team building - parties, contests, wellness, service projects
  • Cell phones - Phone and data plans 100% covered, add your spouse for $40/month
  • Target Compensation for this role is $110,000 - $130,000

What you'll do as the Tax Manager:
  • Lead a high-performing team to deliver accurate and timely tax services through effective training and mentorship
  • Foster positive and productive client relationships, ensuring clear expectations are established and maintained to ensure client satisfaction
  • Project manage the preparation and review of complex tax returns, ensuring compliance with regulations and firm standards
  • Contribute to business development by supporting the growth of existing client accounts and identifying new opportunities
  • Implement and maintain efficient processes within the team to meet performance goals and ensure compliance

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