What are the responsibilities and job description for the Tax Manager position at Boutique Recruiting?
Hybrid
A client-focused tax preparation and planning firm based in Phoenixville, PA, is seeking a proactive and entrepreneurial Tax Manager to join their growing team. This role offers the unique opportunity to work closely with high-net-worth individuals and small business clients, providing expert tax preparation, strategic planning, and year-round advisory services. Ideal candidates will excel at corporate and individual tax preparation, client communication, and high-level operational oversight. They are looking for a motivated professional ready to embrace autonomy and grow alongside their thriving firm.
Tax Manager Responsibilities :
- Prepare and review corporate and individual tax returns for high-net-worth individuals and small business clients
- Provide comprehensive tax planning and year-round advisory services to optimize client outcomes
- Handle IRS notices and communicate directly with the IRS on behalf of clients
- Deliver exceptional client service by maintaining regular communication and addressing tax-related needs
- Assist in identifying and recommending wealth management solutions in collaboration with the internal team
- Contribute to high-level operational efficiency by generating reports and analyzing business retention and growth metrics
- Mentor and train junior team members to support their professional development
- Participate in team meetings to discuss client success, operational strategies, and firm growth initiatives
Tax Manager Requirements :
Benefits :
Apply now!
LI-MB1
