What are the responsibilities and job description for the Tax Manager position at Premier Financial Search?
Our client is seeking an experienced and driven Tax Manager to join our team supporting privately held businesses across a diverse range of industries. This role is ideal for a dynamic professional who thrives in a client-focused environment and is skilled in tax planning, compliance, and advisory for closely held entities and their owners.
Responsibilities
- Manage all aspects of tax engagements for privately held businesses, including corporations, partnerships, LLCs, and S-Corps.
- Oversee complex tax compliance work including federal, state, and local returns.
- Advise business owners on tax planning strategies, entity structuring, succession planning, and risk mitigation.
- Review and sign off on returns prepared by staff and senior accountants for accuracy and completeness.
- Lead, mentor, and develop a team of tax professionals, providing coaching and performance feedback.
- Coordinate with other departments (audit, advisory, wealth management) to deliver integrated client service.
- Research and interpret tax laws, regulations, and rulings for complex client scenarios.
- Participate in client meetings, provide updates on tax law changes, and assist with strategic initiatives.
- Manage deadlines, budgets, and workflow for multiple engagements simultaneously.
- Contribute to firm growth by identifying opportunities for additional services and participating in business development efforts.
Requirements:
- CPA license required.
- Bachelor’s or Master’s degree in Accounting, Taxation, or related field.
- 5 years of public accounting experience, including managing tax engagements for privately owned businesses.
- In-depth understanding of federal and state tax laws, particularly for pass-through entities.
- Strong leadership, communication, and relationship management skills.
- Proficiency in tax software (e.g., CCH Axcess, UltraTax) and Microsoft Office Suite.
- Demonstrated ability to manage multiple priorities and deliver high-quality work under tight deadlines.
Salary: $100,000 - $155,000
Please send your resume in Word format to:
Lauren (Sigfred) Furth
Premier Financial Search
lsigfred@pfssearch.com
262-527-0364
Let’s Connect & Explore Your Options
We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.
About Us
Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.
Salary : $100,000 - $155,000
