Tax Manager

Job Summary

The Tax Manager is responsible for managing tax compliance and planning engagements, overseeing client relationships, and leading engagement teams to ensure accurate, timely, and compliant tax services. This role provides technical leadership, supervises staff, manages engagement economics, and advises clients on complex tax matters.

Essential Functions

• Manage and review federal, state, and local tax returns for individuals and business entities
• Lead tax planning, consulting, and advisory engagements for clients
• Supervise, coach, and evaluate tax engagement teams
• Serve as primary point of contact for assigned client relationships
• Manage engagement budgets, timelines, and resource allocation
• Support business development efforts and contribute to firm growth initiatives

Required Qualifications

• Bachelor’s degree in Accounting, Taxation, or related field
• Active CPA license
• Strong knowledge of federal, state, and local tax regulations
• Demonstrated experience managing tax engagements and client relationships
• Proficiency in tax preparation software and Microsoft Office applications

Preferred Qualifications

• Experience with complex or multi-entity tax structures
• Prior experience managing tax planning or advisory engagements

Physical & Cognitive Demands

• Prolonged periods of sitting and computer use
• Ability to lift up to 25 pounds occasionally
• Ability to analyze complex tax issues, exercise professional judgment, and manage competing priorities

Work Environment Including Travel

• Office, client site, or hybrid work environment
• Limited travel as needed for client meetings
• Moderate noise level typical of a professional office environment

Disclosure Statement

We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time.

“Mellott & Mellott" is the brand name under which Mellott & Mellott, P.L.L. and Mellott Advisors, LLC provide professional services. Mellott & Mellott, P.L.L. and Mellott Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Mellott & Mellott, P.L.L. is a licensed independent CPA firm that provides attest services to its clients, and Mellott Advisors, LLC provides tax and business consulting services to their clients. Mellott Advisors, LLC is not a licensed CPA firm.

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