What are the responsibilities and job description for the Tax Manager position at MarksNelson, a Springline company?
About Our Team
MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
About The Role
As a Tax Manager, you’ll have the opportunity to gain experience, exposure, and rewards that fulfill your purpose and offer flexibility to balance your work and personal life. In this role, you’ll be a key player within our Tax team, working alongside subject matter experts with deep knowledge in the accounting industry. You’ll be instrumental in building strong relationships with our clients and collaborating with senior leaders to deliver quality solutions. You’ll recommend changes and enhancements to existing policies and controls, to make sure they are current, adequate, functional, and utilized in accordance with standards established by the Firm.
What You’ll Do
We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
About The Role
As a Tax Manager, you’ll have the opportunity to gain experience, exposure, and rewards that fulfill your purpose and offer flexibility to balance your work and personal life. In this role, you’ll be a key player within our Tax team, working alongside subject matter experts with deep knowledge in the accounting industry. You’ll be instrumental in building strong relationships with our clients and collaborating with senior leaders to deliver quality solutions. You’ll recommend changes and enhancements to existing policies and controls, to make sure they are current, adequate, functional, and utilized in accordance with standards established by the Firm.
What You’ll Do
- Oversee and coordinate tax planning and projections for closely held businesses and their owners.
- Review a variety of tax returns for closely held businesses and individuals.
- Conduct and review tax research projects to support accurate and strategic tax decisions.
- Prepare documentation and coordinate responses for federal and state tax auditors.
- Proactively communicate emerging tax issues and industry insights to clients.
- Deliver strategic advisory and consulting services that support client success.
- Provide leadership and mentoring to staff through supervision, training, and performance feedback.
- Identify opportunities and recommend process improvements to enhance client service and team performance.
- Support consulting engagements for large private and public companies on a project basis.
- Engage in business development by identifying opportunities, building rapport, and supporting client growth initiatives.
- Engage in professional development and firm-sponsored training to stay at the forefront of industry best practices.
- Bachelor’s degree in Accounting is required
- Licensed CPA
- At least 8 years of recent public accounting experience with an emphasis in tax
- 3 to 5 years of supervisory experience
- Industry experience in real estate, construction, or manufacturing is considered a plus
- Experience with planning, compliance, research and defense
- Strong background and experience with Tax methodologies and techniques
- Ability to build relationships while asking tough questions
- Strong time management and organizational skills
- Excellent problem-solving and client-relationship skills
We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
- Flexible Work Environment: This opportunity is onsite. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
- Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
- Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
- Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
- Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
