Tax Manager

Robert Half is looking for a Tax Manager to join our client's accounting team in the Philadelphia area. This Tax Manager role combines advanced tax compliance work with day-to-day leadership of return preparation, review workflows, and client service for individuals, businesses, and nonprofit organizations. The position also plays an important part in onboarding newly acquired client portfolios and helping establish a repeatable approach for future firm growth.

Responsibilities:

• Lead the preparation and final review of federal and state tax filings for individuals, partnerships, S corporations, C corporations, and tax-exempt entities.
• Coordinate assignments among tax preparers, monitor deadlines, and keep seasonal workloads moving efficiently across the team.
• Maintain organized client records, workpapers, and filing standards while bringing acquired client accounts into the firm’s operating structure.
• Investigate and resolve tax notice issues, including complex federal and state correspondence that require escalation and follow-through.
• Create practical processes and documentation to support the integration of additional acquired practices in the future.
• Provide tax planning guidance to small business owners and nonprofit clients by translating financial information into clear recommendations.

The ideal Tax Manager will have a Bachelor's degree or equivalent combination of education. Certified Public Accountant (CPA) license is preferred.

Other requirements for the Tax Manager role include and are not limited to:

• 5+ years of tax experience
• Demonstrated technical abilities in a variety of areas with a focus on Tax.
• Proficient computer skills, Microsoft Office Professional Suite of Products.
• Experience with Lacerte and ProConnect and UltraTax familiarity preferred.
• Leadership, problem solving, and strong interpersonal, verbal and written communication skills.

Interested candidates should reach out to Zed Koleilat at 267-602-2681and reference JO#03720-0013542404