Own client relationships
Oversee and improve tax planning processes
Ensure timely and accurate execution of all tax strategies
Support and develop team members
Serve as a key leader in stabilizing and scaling the department
Lead tax planning engagements from kickoff through implementation and quarterly reviews
Present tax strategies clearly and confidently to clients
Serve as primary advisor for high-income and complex clients
Respond to client inquiries in a timely and professional manner
Ensure all tax strategies are implemented accurately and on time (e.g., entity elections, estimated tax planning, filings)
Review and oversee tax returns for business owners and high-net-worth individuals
Maintain and update tax planning calculations and projections throughout the year
Identify and resolve errors before they impact clients
Implement and enforce structured workflows within ClickUp
Ensure all tasks, deadlines, and deliverables are tracked and completed
Improve internal processes to increase efficiency and reduce errors
Establish accountability across the tax planning team
Train and mentor team members transitioning into tax planning roles
Review work and provide clear feedback and direction
Support development of internal training materials
Stay current on tax law changes and proactively apply them to client strategies
Research and develop advanced tax strategies for business owners
Partner with leadership to improve service delivery and client experience

5+ years of tax experience (with strong exposure to tax planning)
Experience managing client relationships directly
Strong knowledge of business tax (S Corps, partnerships, entity structuring)
Proven ability to manage multiple clients and deadlines
Strong communication and problem-solving skills
Preferred CPA or EA
Experience in a tax planning or advisory-focused firm
Experience managing or mentoring staff
Familiarity with tools such as QuickBooks, ProConnect, Corvee, ClickUp, and Excel

Tax Manager – Strategic Tax Planning, Client Advisory

Key skills