About this role
Tax Manager
We are looking for an experienced Tax Manager to join a growing public accounting team in Pennsylvania. In this role, you will oversee complex tax engagements for a varied client portfolio that includes privately owned companies, investment-related entities, trusts, and high-net-worth individuals. This position offers the chance to combine technical tax expertise with client advisory work while supporting the development of entry-level professionals.
Responsibilities
- Lead the preparation and final review of intricate federal, state, and local tax filings for corporations, partnerships, LLCs, trusts, and individual clients.
- Analyze financial records to assess tax exposure, uncover planning opportunities, and support accurate compliance outcomes.
- Perform in-depth tax research and translate findings into practical guidance for client planning and reporting matters.
- Support quarterly projections, estimated tax calculations, and broader tax planning initiatives for a diverse client base.
- Coach, review, and develop entry-level team members by providing feedback, training, and day-to-day guidance on engagements.
- Draft and review technical memoranda, client correspondence, and other written deliverables to ensure accuracy and professionalism.
- Manage multiple client engagements simultaneously while maintaining quality standards and meeting established deadlines.
- Contribute to improvements in departmental workflows and operating procedures to enhance efficiency and consistency.
- Monitor updates to tax laws and regulatory developments and apply those changes to client service and compliance practices.
Requirements
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Active CPA license is required.
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At least 5 years of tax experience within a public accounting environment.
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Demonstrated experience reviewing complex tax returns for business entities and individual taxpayers.
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Strong working knowledge of federal, state, and local tax rules, including multi-state considerations.
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Proficiency in tax research, analytical review, and problem-solving in a client service setting.
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Ability to manage competing priorities across multiple engagements and deadlines.
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Strong written and verbal communication skills with the ability to build trusted client relationships.
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Master’s degree in Taxation is preferred.
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Newtown, PA onsite Permanent / Full Time 100000 - 150000 USD / Yearly