Tax Manager

📍 Frisco, TX Area

Our client, a growing public accounting and tax advisory firm, is seeking an experienced Tax Manager to oversee tax preparation, client advisory, and tax planning initiatives for small businesses and individual clients.

This is an opportunity to join a fast-growing organization with a strong entrepreneurial culture and significant growth potential.

Responsibilities

• Prepare and review business and individual tax returns
• Manage tax engagements from start to finish
• Communicate directly with clients regarding tax matters and planning strategies
• Review financial statements and supporting documentation
• Supervise and mentor accounting staff
• Implement tax reduction and planning strategies for clients
• Maintain accurate tax and accounting records

Qualifications

• 6+ years of public accounting and tax preparation experience
• CPA, EA, or equivalent tax credential strongly preferred
• Experience preparing and reviewing individual and business tax returns
• Strong understanding of federal and state tax regulations
• QuickBooks experience preferred
• Excellent communication, organization, and client management skills

Ideal Candidate

• Has worked in a fast-paced public accounting environment
• Can independently manage client relationships
• Possesses strong technical tax expertise and advisory skills
• Enjoys helping small businesses grow and succeed

Compensation

Competitive compensation package based on experience.

Apply today to learn more about this opportunity.

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Required Location:

• Frisco, TX area (hybrid)
• Must be able to support local client base and in-person collaboration as required

Required Industry/Domain:

• Public accounting / tax advisory
• Small business and individual tax services
• Financial services / accounting compliance

Must-Have Experience:

• 6+ years of public accounting and tax preparation experience
• Hands-on experience preparing and reviewing individual and business tax returns
• Experience managing full-cycle tax engagements
• Strong knowledge of federal and state tax regulations
• Direct client communication and advisory experience

Strong Preferences:

• CPA, EA, or equivalent tax credential
• Experience in a fast-paced public accounting firm environment
• Experience supervising or mentoring junior accounting staff
• QuickBooks experience or similar accounting software exposure
• Experience providing tax planning and advisory services to SMB clients

Deal Breakers:

• No public accounting or tax preparation experience
• No experience preparing business or individual tax returns
• No client-facing tax advisory experience
• No understanding of federal/state tax compliance
• No experience managing tax engagements end-to-end

Score Cap Rules:

• No public accounting experience: Maximum score 65
• No tax return preparation experience (business + individual): Maximum score 60
• No client-facing advisory experience: Maximum score 70
• No experience managing full-cycle tax engagements: Maximum score 70
• No federal/state tax compliance knowledge: Maximum score 65
• No experience supervising or reviewing work: Maximum score 75
• No CPA/EA or equivalent credential (if required for seniority expectations): Maximum score 80