Job Description
About the Role:
We are seeking an experienced and highly motivated Tax Manager to join our growing team. This leadership role involves overseeing complex tax engagements, managing client relationships, mentoring team members, and contributing to firm strategy and development. Ideal candidates will bring a strong technical foundation, a passion for client service, and a collaborative approach to team leadership. CPA designation is required.
Key Responsibilities:
1. Tax Engagement Oversight
Manage the preparation and review of complex tax returns for individuals, corporations, partnerships, and fiduciaries.
Oversee multiple engagements simultaneously to ensure timely, high-quality deliverables.
Handle intricate tax matters, including multi-state compliance, high-net-worth individual planning, and corporate restructuring.
2. Client Relationship Management
Serve as the primary advisor for a diverse client portfolio.
Conduct regular meetings to discuss tax filings, financial statements, and planning opportunities.
Proactively identify tax strategies tailored to client goals.
3. Team Leadership
Supervise and mentor Tax Seniors and Staff.
Deliver performance feedback and lead in-house technical training.
Promote a culture of continuous learning and professional development.
4. Technical Expertise & Research
Stay up to date with federal, state, and local tax law changes.
Research and resolve complex tax scenarios.
Advise on advanced issues, including M&A, international tax compliance, and entity restructuring.
5. Workflow & Process Management
Manage workloads across busy and slower seasons to maintain efficiency.
Track engagement progress to meet deadlines and client expectations.
Recommend and implement process improvements.
6. Firm Development & Growth
Assist in identifying new client service opportunities.
Represent the firm in networking events, seminars, and public engagements.
Collaborate with firm leadership on strategic planning and growth initiatives.
Qualifications:
Technical Expertise
Deep knowledge of U.S. tax laws across all entity types.
Proficient in tax preparation and research tools (e.g., CCH, BNA, ProSystem FX).
Leadership & Management
Proven ability to lead teams and develop talent.
Exceptional organizational and project management skills.
Client Service
Strong interpersonal skills and a client-first mindset.
Capable of translating complex tax regulations into actionable advice.
Professional Standards
High level of integrity, accuracy, and commitment to excellence.
Demonstrated dedication to continuous improvement and learning.
Compensation & Incentives:
Base Salary: $100,000 – $125,000 (based on experience, certifications, workload, and performance)
Performance Bonuses: $2,000–$7,000 annually based on client satisfaction, engagement success, and firm profitability.
Referral Bonus: $500 for successful employee referrals after 60 days.
Certification Bonus: $2,500 for CPA certification.
Performance Metrics:
Effective management and timely delivery of tax engagements.
Growth and retention within your client portfolio.
Development of junior staff through coaching and mentoring.
Tangible contributions to the firm’s profitability and strategic initiatives.
Shifflett & Philips is a boutique CPA firm that offers services in all stages of the business life cycle. Whether you are looking to purchase a business, optimize your tax structure, improve productivity and controls, reduce expenses, raise capital, or are ready to retire and sell your business, Shifflett & Philips can help you achieve your goals
Shifflett & Philips is a boutique CPA firm that offers services in all stages of the business life cycle. Whether you are looking to purchase a business, optimize your tax structure, improve productivity and controls, reduce expenses, raise capital, or are ready to retire and sell your business, Shifflett & Philips can help you achieve your goals
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