CFS
Tax Manager
A well-established investment and wealth management firm is seeking a
Tax Manager
to lead its growing tax practice. With over 700 tax clients and a senior partner preparing for retirement, this is a rare opportunity for a seasoned
Tax Manager
to step into a leadership role and help shape the future of the firm. Why This Opportunity Stands Out:
Immediate opportunity to take ownership of 300+ transitioning clients
Fast-track to
Partner
within 1-2 years, with equity buy-in potential
Collaborative, growth-oriented team culture
Strong benefits package including:
401(k) match + profit sharing
Health insurance (Quartz Health)
Life and disability coverage
Work-life balance:
Busy season: ~60+ hours/week
Non-busy season: ~40 hours/week
Responsibilities: The
Tax Manager
will oversee preparation of returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships
Lead and mentor junior tax staff
Manage client relationships and ensure high-quality service delivery
Drive improvements in systems and processes
Support expansion into outsourced accounting and bookkeeping services
Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions
Candidate Profile: 5+ years of tax experience
Bachelor's degree in
Accounting
CPA or EA
required
Proven experience as a
Tax Manager
or in a senior tax role
Strong leadership and client management skills
Strategic mindset with the ability to grow and evolve the practice
The ideal
Tax Manager
will be comfortable with change and excited to take ownership of their role
A successful
Tax Manager
in this firm will be process-driven, collaborative, and ready to make an impact
Salary: $95,000 to $120,000 #LI-AE4 #ONSITE
A well-established investment and wealth management firm is seeking a
Tax Manager
to lead its growing tax practice. With over 700 tax clients and a senior partner preparing for retirement, this is a rare opportunity for a seasoned
Tax Manager
to step into a leadership role and help shape the future of the firm. Why This Opportunity Stands Out:
Immediate opportunity to take ownership of 300+ transitioning clients
Fast-track to
Partner
within 1-2 years, with equity buy-in potential
Collaborative, growth-oriented team culture
Strong benefits package including:
401(k) match + profit sharing
Health insurance (Quartz Health)
Life and disability coverage
Work-life balance:
Busy season: ~60+ hours/week
Non-busy season: ~40 hours/week
Responsibilities: The
Tax Manager
will oversee preparation of returns for individuals, nonprofits, S-Corps, C-Corps, and partnerships
Lead and mentor junior tax staff
Manage client relationships and ensure high-quality service delivery
Drive improvements in systems and processes
Support expansion into outsourced accounting and bookkeeping services
Utilize tools such as Lacerte Tax Software, QuickBooks Online, and Creative Solutions
Candidate Profile: 5+ years of tax experience
Bachelor's degree in
Accounting
CPA or EA
required
Proven experience as a
Tax Manager
or in a senior tax role
Strong leadership and client management skills
Strategic mindset with the ability to grow and evolve the practice
The ideal
Tax Manager
will be comfortable with change and excited to take ownership of their role
A successful
Tax Manager
in this firm will be process-driven, collaborative, and ready to make an impact
Salary: $95,000 to $120,000 #LI-AE4 #ONSITE