Manage and review federal and state tax returns for dental practices and owners, including 1040s, 1065s, 1120S, and related state filings.
Oversee tax engagements involving multi-entity structures such as practice entities, real estate entities, management companies, and owner holding companies.
Provide proactive tax planning for dentist-owners, including entity structuring, reasonable compensation considerations, and timing of income and deductions.
Identify and communicate tax planning opportunities related to practice growth, acquisitions, buy-ins/buy-outs, equipment purchases, and transitions.
Partner with CAS and accounting teams to ensure alignment between monthly financials and tax reporting.
Review tax-impact areas such as depreciation, fixed assets, owner compensation, and entity activity.
Participate in client onboarding and transitions, ensuring proper tax setup, workflows, and timelines.
Lead, mentor, and develop tax associates and senior associates supporting dental clients.
Delegate work across onshore and offshore resources while maintaining accountability for quality and deadlines.
Ensure compliance with firm standards, tax laws, and quality control procedures.
Monitor tax law changes impacting dental and professional services clients and translate implications into actionable guidance.
Support tax notices, audits, and client inquiries.
Contribute to process improvement initiatives to increase efficiency and scalability.

Bachelor’s degree in Accounting required; Master’s in Taxation preferred.
CPA license required.
5+ years of U.S. federal tax compliance and consulting experience in public accounting.
Strong experience with pass-through entities and owner-managed businesses.
Prior experience managing or reviewing the work of tax staff.
Prior experience with IRS and state department of revenues responding to notices and letters
Strong technical tax knowledge relevant to dental and professional services clients.
Ability to explain tax concepts clearly to non-technical audiences.
Excellent organizational and deadline management skills.
Proficiency with tax software and firm technology tools.
Ability to adapt to change and use AI in a professional setting.
Collaborative mindset with a focus on integrated service delivery.

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Tax Manager

Key skills