Tax Manager

Tax Manager

Location: Austin, TX - Hybrid

Position Summary:

The Tax Manager supports the Tax Partners in delivering forward-looking tax planning and compliance solutions for individuals, businesses, and other entities. This role is central to preparing and reviewing complex federal and state tax returns while providing proactive, client-first communication that reflects our firm's standards of excellence.

The ideal candidate is a licensed CPA or Enrolled Agent (EA) with strong technical expertise, high emotional and social intelligence, and an unwavering commitment to accuracy, efficiency, and genuine client care. Beyond technical skill, we seek someone who leads with ownership, communicates with clarity, and elevates those around them.

What This Role Does:

Assist the Tax Partner in developing forward-looking tax strategies for individuals and businesses; managing their tax burden while preparing accurate, compliant federal and state tax returns across all entity types.

Core Responsibilities:

• Prepare and review complex individual, business, and fiduciary (trust/estate) tax returns.
• Conduct tax research and identify tax-saving opportunities proactively during return preparation.
• Communicate with clients regarding deliverables, open questions, and next steps in a timely and professional manner.
• Support and mentor junior associates; review their work for accuracy and provide constructive guidance.
• Maintain accurate, real-time client records and workflow status in firm platforms (HubSpot, Truss, etc.).
• Collaborate cross-departmentally to ensure a seamless and consistent client experience.
• Identify process inefficiencies and contribute to firm initiatives focused on quality and operational excellence.
• Assist managers and partners with technical, administrative, or consultative tasks as needed.

Qualifications:

• CPA or EA license in good standing (required).
• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of experience preparing and reviewing individual and business tax returns.
• Strong command of federal and state tax codes, regulations, and compliance requirements.
• Excellent written and verbal communication skills—able to translate complex tax concepts for clients.
• High emotional and social intelligence: collaborative, self-aware, and effective under pressure.
• Proficiency with tax preparation and CRM software preferred (e.g., Intuit ProConnect, HubSpot, Truss).