The Opportunity:
Join a prestigious accounting firm where your tax expertise drives meaningful outcomes for diverse clients while building the next generation of tax professionals. As Tax Manager at Mullen, Sondberg, Wimbish & Stone, PA, you'll combine advanced technical knowledge with leadership skills to manage complex engagements, mentor talented teams, and deliver exceptional client service in a collaborative, growth-focused environment.
MSWS is an established firm with deep roots in the Annapolis area, providing comprehensive accounting, tax, and advisory services to individuals, businesses, and organizations throughout Maryland and beyond. With a reputation built on integrity and technical excellence, the firm offers a platform where experienced tax professionals can make significant impact while advancing their careers in a supportive, forward-thinking culture.
This role offers the perfect balance of technical challenge and leadership development. You'll manage sophisticated tax matters across multiple entity types while guiding a team of professionals through complex projects. Working in a structured hybrid environment (3 days in office), you'll enjoy flexibility while maintaining the collaborative relationships essential to outstanding client service.
With competitive compensation up to $200K base salary plus comprehensive benefits, this position represents an exceptional opportunity for a CPA firm veteran ready to take the next step in their career journey.
As MSWS continues expanding its client base and service offerings, you'll play a crucial role in shaping the firm's tax practice, identifying growth opportunities, and ensuring the highest standards of technical excellence and client satisfaction.
What You'll Do: Lead, Strategize, Excel 🎯
- Drive Technical Excellence: You will oversee the preparation and review of complex federal, state, and local tax returns across diverse client portfolios, ensuring accuracy, compliance, and optimal outcomes. Your technical expertise will guide critical decisions while maintaining the highest professional standards in all deliverables.
- Build and Lead High-Performing Teams: You will mentor and supervise tax professionals at various levels, creating development opportunities, delegating effectively, and fostering a culture of continuous learning. Your leadership will ensure timely project completion while building capabilities across the team.
- Develop Strategic Tax Solutions: You will craft innovative tax strategies that minimize client liabilities and maximize opportunities, staying ahead of regulatory changes while advising clients on the tax implications of business decisions. Your strategic thinking will drive significant value for clients across multiple industries.
- Cultivate Client Relationships: You will serve as the primary point of contact for tax matters, building trust through exceptional service, clear communication, and proactive problem-solving. Your client-focused approach will strengthen existing relationships while identifying opportunities for practice growth.
What You've Done: Mastered, Guided, Delivered 💡
- CPA Firm Excellence and Stability: You bring 7+ years of progressive tax experience within CPA firms, with your most recent role demonstrating continued growth in public accounting environments. Your CPA license (required) reflects your commitment to professional excellence, and your career trajectory shows consistent advancement within established firms.
- Technical and Technology Proficiency: You have extensive experience with tax software platforms like CCH Axcess, ProSystem fx, or similar systems, combined with advanced Excel skills and comprehensive knowledge of tax laws, regulations, and accounting principles across multiple jurisdictions.
- Leadership and Career Progression: You possess proven ability to guide teams through complex projects, delegate effectively, and develop junior staff capabilities. Your stable employment history demonstrates reliability and commitment, with meaningful tenure at each organization.
- Client Service Excellence: You have demonstrated success building lasting client relationships through responsive service, clear communication, and strategic thinking. Your approach combines technical expertise with business acumen to deliver comprehensive solutions.
What Sets You Apart: Vision, Execution, Growth 🌟
- CPA License and Public Accounting Foundation: Your active CPA license combined with deep CPA firm experience positions you perfectly for this role. You understand the unique dynamics of public accounting practice and bring credibility that clients and colleagues immediately recognize.
- Career Stability and Growth Mindset: Your employment history reflects thoughtful career moves with meaningful tenure at each organization, demonstrating the reliability and commitment that builds trust with clients and team members alike.
- Multi-Entity Tax Expertise: Experience across diverse entity types - from individual returns to complex corporate structures, partnerships, and trusts - allows you to provide comprehensive solutions for MSWS's varied client base.
- Technology Integration Skills: Your proficiency with modern tax software, combined with adaptability to new platforms and processes, ensures you can contribute immediately while helping the firm optimize its technology infrastructure.
The Hiring Process: Join the MSWS Excellence Tradition 🔑
- Stage 1 (Initial Connect): Begin with a focused conversation with Pana Partners to explore your tax leadership background, discuss your experience managing complex engagements, and understand how this opportunity aligns with your career objectives.
- Stage 2 (Leadership Team Introduction): Engage with MSWS leadership to discuss your tax philosophy, leadership approach, and vision for contributing to the firm's continued growth and client success.
- Stage 3 (Technical Assessment): Demonstrate your expertise through discussion of complex tax scenarios and strategic thinking around current regulatory environments, showcasing your ability to balance technical precision with practical solutions.
- Stage 4 (Cultural Alignment): Meet with key team members and stakeholders to explore your collaborative style, mentoring approach, and alignment with MSWS's values of integrity, excellence, and client service.
- Stage 5 (Reference Validation): Upon mutual interest, we'll conduct thorough reference checks with former colleagues, supervisors, and clients to validate your track record of tax leadership and professional success.
- Stage 6 (Offer and Integration): Receive a competitive compensation package with comprehensive benefits, followed by structured onboarding to integrate smoothly into the MSWS team and client portfolio.
What's In It For You: Build Your Tax Career Legacy 🚀
- Comprehensive Benefits Package 🛡️: Enjoy peace of mind with complete medical and dental insurance coverage, along with HSA and FSA/DCA options for maximum healthcare flexibility. Your well-being and that of your family is prioritized through comprehensive coverage.
- Exceptional Base Compensation 💰: Earn up to $200,000 base salary that reflects your expertise and the critical nature of this role. This competitive compensation package positions you among the top-paid tax professionals in the Annapolis market while providing the foundation for long-term financial security.
- Structured Hybrid Flexibility 🏡➡️🏢: Thrive in a well-designed hybrid model with 3 days in the office for collaboration and mentoring, plus 2 days of remote flexibility. This structure optimizes both team dynamics and work-life balance, allowing deep focus time while maintaining strong professional relationships.
- Long-Term Wealth Building 💼: Build your financial future through the firm's 401(k) and profit-sharing plans, creating multiple streams of wealth accumulation beyond your substantial base compensation. Your career investment extends well beyond current earnings.
- Generous Time Off and Benefits ⏳: Enjoy complete work-life balance with generous paid vacation, sick days, and holiday time for complete recharging. The firm understands that rest and renewal drive sustained excellence.
- Professional Development Acceleration 📈: Advance your career in an environment that values continuous learning, technical excellence, and leadership development. Your growth is supported through complex client work, mentoring opportunities, and exposure to diverse tax challenges.
- Annapolis Area Quality of Life 🌊: Work in the heart of Maryland's capital region, with easy access to Baltimore, Washington DC, and the Chesapeake Bay. Enjoy the perfect combination of professional opportunity and exceptional quality of life in one of the Mid-Atlantic's most desirable locations.
- Leadership Impact and Recognition ⭐: Shape the next generation of tax professionals while building a reputation for excellence in the accounting community. Your expertise will be recognized and valued as you contribute to the firm's continued success and growth.
- Diverse Client Exposure 🌐: Work with a varied portfolio of individuals, businesses, and organizations, expanding your expertise across multiple industries and tax scenarios. Every engagement brings new challenges and learning opportunities.
- Collaborative Culture 🤝: Join a team that values integrity, energy, and dedication, where your contributions are recognized and your professional growth is actively supported. Build lasting relationships with colleagues who share your commitment to excellence.
About Mullen, Sondberg, Wimbish & Stone, PA:
Mullen, Sondberg, Wimbish & Stone, PA stands as a trusted partner in the accounting and advisory landscape, delivering comprehensive tax, accounting, and business consulting services to a diverse client base. With a foundation built on technical excellence and unwavering integrity, MSWS has established itself as a go-to firm for individuals and businesses seeking sophisticated financial guidance.
The firm's approach combines deep technical expertise with personalized service, ensuring that each client receives solutions tailored to their unique circumstances and objectives. From complex corporate tax planning to individual wealth management strategies, MSWS professionals deliver results that make a meaningful difference in their clients' financial success.
With a commitment to staying at the forefront of regulatory changes and industry best practices, MSWS provides a dynamic environment where tax professionals can continuously expand their expertise while contributing to client success. The firm's culture emphasizes collaboration, professional development, and the highest ethical standards.
As an Equal Opportunity Employer, MSWS is committed to building a diverse team that reflects the communities it serves, fostering an inclusive environment where all professionals can thrive and contribute to the firm's continued excellence.
How They Work:
MSWS seeks professionals who embody their core values and contribute to a culture of excellence:
Client-Centric Focus: Delivering exceptional service that exceeds expectations while building lasting relationships based on trust and results
Technical Excellence: Maintaining the highest standards of professional competency while staying current with evolving regulations and best practices
Collaborative Leadership: Working together to achieve common goals while supporting individual growth and development across all levels
Integrity in Action: Conducting business with unwavering ethical standards, transparency, and accountability in all client and professional relationships
Continuous Innovation: Embracing new technologies, methodologies, and approaches that enhance service delivery and client outcomes
MSWS believes in creating an environment where talented professionals can build meaningful careers while making a positive impact on client success and community growth.
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