Tax Manager

Description:

Richmond CPA is a client-focused accounting firm specializing in tax preparation, planning, and advisory services for entrepreneurs and growing businesses. They are looking for a detail-oriented Tax Manager to take ownership of business and individual tax return preparation, oversee client relationships, and support the firm's goal of helping entrepreneurs achieve their financial goals. This role is ideal for someone who thrives in a collaborative environment and is passionate about providing expert tax solutions to business owners.

Key responsibilities include:

• Prepare and review complex federal and state tax returns (S-Corp, partnership, trust, and individual)

• Provide proactive tax planning, strategy, and client-facing guidance throughout the year

• Lead client engagements, maintain communication, and ensure timely deliverables

• Communicate with the IRS on behalf of clients

• Conduct tax research and draft technical memorandums as needed

• Supervise and mentor junior staff, providing training and performance feedback

• Contribute to business development, service line expansion, and process improvements

• Participate in recruiting and team-building initiatives

• Ensure compliance with filing deadlines and standards

Incentive & Compensation Highlights:

• Sign-on bonus

• Annual performance-based bonus (short-term incentive)

• Eligibility for profit-sharing after 1 year (long-term incentive)

• Client referral bonuses

• Annual CPE and professional development stipend

• Performance-based incentives tied to business development and client success

Required Competencies:

• Execution: Strong attention to detail and follow-through

• Technical Mastery: Deep understanding of tax law and financial advisory principles

• Communication: Clear, client-focused communication

• Leadership: Self-starter, mentor, and accountable leader

• Problem Solving: Analytical thinker with creativity and judgment

• Relationship Building: Collaboration and strong client rapport

• Growth Mindset: Embraces innovation and process improvement

Supervisory Responsibilities:

• Manage projects and supervise junior staff across engagements

• Oversee timelines, resource allocation, and quality control

Qualifications:

• Bachelor’s degree in Accounting or Finance (Master’s preferred)

• CPA license required

• Minimum 4–5 years in public accounting with demonstrated tax leadership experience

• Extensive experience with S-Corp, partnership, and individual returns

• Familiarity with ATX, QuickBooks Online and Desktop, and cloud-based work environments preferred

• Strong organizational and client management skills

• Ability to thrive in a hybrid, self-directed, and fast-paced environment