About the Role

The Tax Advisory Manager leads the firm's strategic advisory practice, helping business owners and high-net-worth individuals reduce taxes, build wealth, and make informed financial decisions.

This role is focused less on compliance and more on proactive planning, client strategy, leadership, and developing advisory services across the firm.

The ideal candidate combines deep technical tax expertise with exceptional communication and leadership skills.

Success in This Role Means:

Clients receive year-round strategic tax guidance
Tax planning creates measurable savings and long-term value
Advisory engagements drive client satisfaction and firm growth
Staff develop into stronger advisors under your leadership
The firm's advisory processes continue evolving and improving

Core Values

Genuine Care – Real relationships, empathy, honesty
Communication – Clear, timely, transparent conversations
Speed to Learning & Implementation – Fast learners who take action
Fun Tax Energy (FTE) – Bring curiosity, positivity, and energy to tax planning

Key Responsibilities

Lead complex tax planning and advisory engagements
Design tax strategies for business owners, investors, and real estate clients
Oversee advanced tax research and planning projects
Review complex tax positions and planning recommendations
Lead client strategy meetings throughout the year
Mentor Tax Managers, Advisory Seniors, and Tax Seniors
Improve advisory processes, systems, and client experience
Collaborate with firm leadership on growth initiatives
Stay ahead of tax legislation and planning opportunities

Requirements

8-12+ years of public accounting tax experience
Extensive experience in tax planning and advisory
Strong background with pass-through entities, business owners, and real estate taxation
CPA required
Proven leadership and mentoring experience
Excellent client relationship and presentation skills
Strong tax research and strategic planning abilities

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