We are seeking a Business Tax Manager to deliver proactive, planning-driven tax services for clients' closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management environment.

Key Responsibilities

• Review and sign off on federal and state tax returns for corporations and partnerships

• Manage the full compliance process, including estimates, extensions, and K-1 coordination

• Advise on entity selection, restructuring, and tax-efficient operating strategies

• Develop compensation and distribution planning strategies for business owners

• Analyze and recommend retirement plan options in coordination with broader planning objectives

• Support exit and succession planning, including business sales, ownership transitions, and generational transfers

• Collaborate with financial advisors and other internal specialists to integrate business tax strategies into comprehensive client planning

Qualifications

• Minimum 7 years of public accounting experience with an extensive background in entity taxation

• CPA or JD required; Master's in Taxation preferred

• Ability to manage multiple client engagements and projects

• Excellent written and verbal communication skills

• Strong research and analytical skills

• Willingness and desire to be part of a collaborative team

Compensation & Benefits

• Competitive compensation based on experience and qualifications

• Medical, Vision, Dental, and Disability Insurance 100% paid by the company for employees

• 401(k) Plan with company match