Tax Manager

Published: 6/14/2022

Job Description

A well-established regional public accounting and advisory firm is seeking an experienced Tax Manager to join its Colchester, Vermont office. This is an excellent opportunity for an accomplished tax professional to manage a diverse portfolio of complex tax engagements, provide proactive tax planning and advisory services, build strong client relationships, and mentor developing professionals.

The Tax Manager will work closely with firm leadership to deliver exceptional client service while contributing to the continued growth and success of the tax practice. This role offers opportunities to participate in strategic planning, business development, client relationship expansion, and initiatives to enhance the firm's service offerings and operational efficiency.

Established in 1920, the firm has built a strong reputation as one of the most respected regional public accounting and advisory firms in Upper New England. For more than a century, it has provided trusted advice, innovative solutions, and personalized service to privately held businesses, entrepreneurs, nonprofit organizations, and high-net-worth individuals.

The firm takes pride in its family-first culture, emphasizing collaboration, flexibility, professional development, and work-life balance. This position is ideal for a Tax Manager seeking long-term career growth, increased leadership responsibilities, and potential future partnership opportunities based on performance, leadership, client service excellence, and contributions to the firm's success.

Key Responsibilities

Manage a diverse portfolio of tax engagements for individuals, trusts, estates, partnerships, S corporations, and C corporations.
Provide proactive tax planning, consulting, and advisory services to help clients achieve their financial and business objectives.
Review and oversee the preparation of federal and state tax returns to ensure accuracy, completeness, and compliance with applicable tax regulations.
Serve as a trusted advisor to clients by understanding their business objectives and providing strategic tax guidance.
Research complex tax issues and communicate tax planning opportunities, potential risks, and practical solutions to clients.
Oversee engagement planning, budgets, workflow, staffing, deadlines, and profitability.
Serve as the primary point of contact for assigned clients and develop long-term relationships through exceptional service.
Supervise, mentor, and develop tax associates and senior associates through coaching, feedback, and professional guidance.
Collaborate with firm leadership on client service initiatives, practice development, and strategic planning.
Participate in business development activities, including networking, proposal development, referral relationship management, and identifying opportunities to expand client services.
Contribute to the growth and success of the tax practice through leadership, innovation, and operational improvements.
Support initiatives to enhance the firm's service offerings, strengthen client relationships, and improve internal processes.

Qualifications

Active CPA license required.
6-10 years of progressive tax experience in public accounting.
Strong technical knowledge of federal and state taxation.
Experience managing multiple tax engagements and serving as the primary client contact.
Demonstrated leadership, supervisory, and team development experience.
Excellent communication, interpersonal, and client relationship management skills.
Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Ability to research complex tax matters and deliver practical, client-focused recommendations.
Interest in practice development, business development, and contributing to firm growth.
Desire to pursue long-term career advancement within a collaborative public accounting environment.

Benefits and Professional Growth

The firm is committed to supporting its professionals through a family-first culture that values collaboration, flexibility, professional development, and a healthy work-life balance. Team members have opportunities to build meaningful careers while contributing to the firm's continued success.

The benefits package includes:

Flexible Summer Schedule: Four-day workweek from Memorial Day through Labor Day.
Professional Development: Paid continuing professional education (CPE), training, conferences, and networking opportunities through the firm's affiliation with Allinial Global.
Health Insurance: Medical, dental, and vision coverage.
Disability Insurance: Income protection benefits.
Paid Time Off: Three weeks of annual PTO.
Retirement Benefits: 401(k) plan with employer contributions.
Additional Benefits: 401(k) matching, health savings account, life insurance, and tuition reimbursement.
Career Advancement: Opportunities for increased leadership responsibilities and potential future partnership consideration.
Work-Life Balance: Flexible scheduling and work-from-home opportunities, subject to firm policies and role requirements.

Why Join This Firm?

This is an opportunity to join a respected public accounting firm with more than a century of industry experience, a strong regional presence, and a commitment to lasting client relationships. The Tax Manager will have the opportunity to influence the direction of the tax practice, develop future accounting professionals, contribute to business growth, and pursue long-term leadership opportunities in a supportive, family-oriented environment.

Work Location: In person, Colchester, Vermont.

\nCompany Description

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.