About the Role
As a Tax Manager on the Tax and Business Services team, you will oversee tax compliance, planning, and advisory engagements while serving as a trusted resource to clients. You will lead and develop team members, resolve complex tax matters, manage engagement performance, and identify opportunities to support clients’ broader business goals.
Responsibilities
- Serve as the primary client contact, build trusted relationships, and provide strategic tax planning and business consulting guidance.
- Oversee tax reporting, planning, and compliance engagements, including the review of income, sales, payroll, corporate, pass-through, partnership, and other applicable tax returns.
- Conduct top-level review of tax returns, resolve technical issues with clients, and involve specialists when appropriate.
- Monitor changing federal, state, and local tax laws to support compliance and identify opportunities to minimize clients’ tax and reporting burdens.
- Lead, mentor, and develop tax and business services professionals through delegation, training, guidance, and actionable performance feedback.
- Analyze financial statements and advise clients on business strategy, financial planning, risk management, and opportunities for improvement.
- Identify opportunities to expand client relationships through cross-selling, proposals, and recommendations for additional services.
- Monitor engagement progress, budgets, billing, and out-of-scope activity while keeping clients and firm leadership informed.
- Determine when tax research is needed, clearly frame technical issues, and communicate concise written analysis and advice.
- Maintain the highest standards of quality, confidentiality, professional ethics, and firm compliance.
Requirements
- Bachelor’s degree in accounting is required; Master’s degree in accounting is preferred.
- Five to eight years of recent public accounting experience, including prior supervisory experience.
- CPA license or active progress toward licensure is preferred. Strong candidates with relevant experience may be considered without current CPA pursuit.
- Experience with corporate taxation, consolidations, partnerships, individual taxation, corporate pass-through entities, and state and local tax is preferred.
- Demonstrated ability to develop and manage tax professionals, delegate effectively, and provide clear verbal and written feedback.
- Executive presence and experience acting as a primary client contact, including presenting tax issues, recommendations, and resolutions.
- Strong analytical, research, critical-thinking, decision-making, and written tax advisory skills.
- Experience with tax research databases and tax compliance software. ProSystem fx experience is preferred, but systems training is available.
- Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook, as well as Adobe Acrobat.
- Ability to manage multiple clients, deadlines, budgets, and priorities while maintaining quality and accuracy.
Skills
- Tax compliance
- Tax planning
- Tax advisory
- Client relationship management
- Strategic tax planning
- Business consulting
- Tax reporting
- Income tax
- Sales tax
- Payroll tax
- Corporate tax
- Pass-through entity tax
- Partnership tax
- State and local tax (SALT)
- Tax return review
- Technical issue resolution
- Tax research
- Mentoring
- Professional development
- Financial statement analysis
- Business strategy
- Financial planning
- Risk management
- Cross-selling
- Proposal development
- Engagement management
- Budget management
- Billing
- Professional ethics
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Adobe Acrobat
Location
- Multiple U.S. geographies
Work Type
- Flexible Work Environment
Experience Level
- 5-8 years of recent public accounting experience
- Prior supervisory experience
Education Level
- Bachelor’s degree in accounting
- Master’s degree in accounting preferred
Salary/Compensations
- $105,000 - $125,000
Benefits
- Comprehensive benefits and perks
- 2080 Annual Hours Policy
- Flex Policy
- Competitive compensation
- Performance-based incentives
- Growth opportunities
- Support for happiness, health, and overall well-being
About the Company
- EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse.
- As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
- We proudly invest in our people with a winning blend of values, expertise, and ambition.
- Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration.
- Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
- We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers.
Equal Opportunity
- EFPR, a Springline company, is an equal opportunity employer.
- We celebrate diversity and are committed to creating an inclusive environment for all employees.
