Tax Manager
Georgetown, TX
Tax Manager
Lead tax compliance and planning for a client portfolio, including preparing and reviewing individual, partnership, corporate, fiduciary, and nonprofit returns. Requires a CPA or equivalent state certification preferred, 5+ years of progressive tax experience, Lacerte, and U.S. work authorization.
Tax Manager
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Position Overview
We are seeking an experienced Tax Manager to lead tax compliance and planning for a portfolio of clients. The Tax Manager will oversee the preparation and review of individual, partnership, corporate, and fiduciary tax returns, provide technical tax research and planning, manage and mentor a team of tax professionals, and ensure timely, accurate filings while maintaining strong client relationships. Proficiency with tax software (including Lacerte) and a commitment to quality and continuous improvement are essential.
Key Responsibilities
- Manage the full tax compliance lifecycle for a diverse client portfolio, including individual, partnership, corporate, S-corporation, fiduciary, and nonprofit returns.
- Review, prepare, and sign off on federal, state, and local tax returns, ensuring accuracy and adherence to regulatory requirements and firm quality standards.
- Provide tax planning and technical research for clients, identifying opportunities to minimize tax liability and advising on tax implications of transactions.
- Lead, mentor, and develop a team of tax professionals: assign work, review deliverables, provide feedback, and support career development.
- Coordinate client communications and serve as the primary point of contact for technical tax matters, extensions, notices, and audits.
- Maintain and optimize tax software and processes, including configuration and troubleshooting of Lacerte; implement workflow improvements to enhance efficiency.
- Manage project timelines and seasonal workflows to meet deadlines; oversee staffing and resource allocation during busy periods.
- Collaborate with partners, audit teams, and other departments to ensure integrated client service and accurate financial reporting.
- Stay current on tax law changes, regulatory updates, and best practices; provide training and internal guidance to staff as needed.
Qualifications
- CPA license required or equivalent state certification preferred.
- 5+ years of progressive tax experience in public accounting, with recent experience managing teams and client engagements (experience as a Tax Manager or Senior Tax Manager preferred).
- Deep technical knowledge of federal, state, and local tax rules for individuals, partnerships, corporations, and trusts/estates.
- Proven experience preparing and reviewing tax returns and managing the entire tax return process.
- Hands-on experience with tax software, specifically Lacerte; familiarity with other tax platforms and tax research tools a plus.
- Strong leadership and people development skills, with demonstrated ability to mentor and grow staff.
- Excellent written and verbal communication skills and client-facing experience.
- Advanced Excel skills and comfort with practice management and document management systems.
- Ability to manage multiple priorities and deadlines, including peak-season workloads and time-sensitive deliverables.
Benefits
- Health
- Dental
- Vision
- Paid time off
- 401(k) matching
- Work from home opitions
- Flexible schedule
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Salary
$120000 - $160000 USD per year