Tax Manager
Core
Oversee a substantial portfolio of tax clients, ensuring accurate, timely tax return preparation and review while providing strategic advisory services to identify tax-saving opportunities.
Role type
Senior Tax Manager (Leadership & Advisory)
Builds
Tax returns, Tax Savings Blueprints, and personalized financial plans for healthcare practice owners and growing service businesses.
Domain
US Taxation (Individual, Corporate, Partnership) + Healthcare/Service Industry
Required skills
US Tax Law expertise, Team Leadership, Client Advisory, Tax Planning Strategy, Portfolio Management, Quality Assurance, Process Improvement, Strategic Communication, Project Management, Financial Analysis
Preferred skills
Healthcare practice experience, Trust taxation knowledge, North Carolina tax requirements expertise, Teaching/Mentoring experience
Technologies
Tax preparation software, Accounting platforms
Responsibilities
Manage preparation and review of individual, corporate, and partnership tax returns; Develop customized Tax Savings Blueprints for clients; Lead tax planning discussions with executive leadership; Coordinate year-end tax planning meetings; Coach and mentor tax preparers; Oversee portfolio workflow and deadlines; Establish operational performance standards; Build trusted client relationships.
Seniority
Senior, hands-on IC with leadership responsibilities