Archived listing. The details below describe a past opening.
We are looking for an accomplished Tax Advisory Manager to join a growing advisory team in Ada, Michigan. In this role, you will guide closely held businesses and business owners through tax-sensitive decisions, offering strategic insight on planning, transactions, and organizational structure. This position combines technical tax leadership with client relationship management, helping deliver practical recommendations that support long-term business objectives. You will also contribute to team development and help strengthen the firm’s advisory capabilities through high-quality service and thoughtful collaboration.
Responsibilities:
- Direct advisory engagements for privately owned businesses and their stakeholders, providing guidance on tax strategy, entity structure, transaction planning, and business consulting matters.
- Evaluate the tax impact of acquisitions, sales, reorganizations, and other major business events, and translate findings into actionable recommendations for clients.
- Perform in-depth research on complex federal and state tax issues and prepare clear, supportable conclusions for client decision-making.
- Review memoranda, tax analyses, projections, and related deliverables to ensure technical soundness, accuracy, and alignment with client goals.
- Oversee several engagements at once, managing timelines, budgets, staffing needs, and overall quality of work product.
- Track engagement progress and financial performance by monitoring workload distribution, utilization, realization, and billing activity.
- Partner with colleagues across practice areas to develop coordinated solutions for multifaceted client challenges.
- Coach, supervise, and develop tax professionals through regular feedback, training, and effective delegation of responsibilities.
- Expand advisory service opportunities by deepening client relationships, supporting business development efforts, and maintaining a strong network.
- Recommend process enhancements and practical innovations that improve service delivery, team efficiency, and client outcomes.
- 5+ years of experience in public tax, with a strong background in advisory services for closely held businesses and business owners.
- CPA designation required.
- Demonstrated expertise in tax planning strategies, including structuring, reorganizations, and transaction-related advisory work.
- Experience preparing or reviewing corporate tax returns and annual income tax provisions.
- Strong technical knowledge of federal and state tax matters, with the ability to research and interpret complex issues effectively.
- Proficiency with CCH ProSystem fx for tax planning and Thomson Reuters UltraTax CS software.
- Proven ability to manage multiple client engagements while maintaining deadlines, budgets, and quality standards.
- Effective leadership and communication skills, including experience mentoring staff and building trusted client relationships.