[Hiring] Tax Manager @Rogers, Anderson, Malody & Scott

Role Description

The Tax Manager leads complex tax engagements, actively manages a designated book of business, and serves as a trusted strategic advisor to clients. Partnering closely with firm leadership, this role provides high-level tax planning, consulting, and compliance services. The Tax Manager oversees complex technical research, reviews sophisticated client deliverables, manages overall engagement economics (including budgeting, realization, and profitability parameters), develops management-level staff, and drives business development initiatives to support the firm's growth and success.

Qualifications

• Bachelor's degree in accounting; Master of Science in Taxation (MST) strongly preferred (candidates actively pursuing an MST will be considered).
• Active CPA (Certified Public Accountant) or EA (Enrolled Agent) license required.
• 6+ years of public accounting experience with increasing responsibility in complex tax preparation, technical review, and portfolio management.
• Proven experience managing an assigned client portfolio/book of business, ensuring client retention, and driving financial performance.
• Strong proficiency in evaluating engagement financial metrics, tracking staff utilization, managing billings, and maintaining targeted profitability percentages.
• Advanced knowledge of federal and state tax regulations, corporate tax structures, and high-net-worth individual planning strategy.
• Strong proficiency with professional tax infrastructure, research platforms, and practice management workflow software.
• Exceptional leadership, sophisticated client relationship management, and strong written and verbal communication skills.

Requirements

• Manage and oversee a designated book of business, serving as the primary relationship owner and ensuring exceptional client service delivery, high retention, and organic portfolio growth.
• Take full ownership of engagement economics for managed clients; establish realistic job budgets, monitor scope creep, manage WIP (Work in Progress), and execute timely billing and collection processes to optimize cash flow.
• Track and analyze critical financial metrics for your portfolio, including realization rates, margin performance, write-downs, and overall profitability, implementing corrective workflow strategies as needed.
• Lead complex tax engagements, structural consulting projects, and advanced tax planning initiatives; oversee technical tax research and deliver high-impact strategic advice.
• Perform final technical review on highly complex tax returns and workpapers, specializing in multi-tiered entities, tiered partnerships, consolidated C-corporations, S-corporations, high-net-worth individuals, exempt organizations, trusts, and estates.
• Ensure accurate accounting and structural alignment for complex allocations, intercompany transactions, and consolidated tax groupings.
• Monitor legislative, regulatory, and California-specific tax law developments, proactively translating complex tax updates into actionable planning strategies for clients and staff.
• Lead, mentor, and develop Tax Supervisors, Seniors, and Staff, providing advanced technical guidance, career coaching, and formal performance evaluations.
• Oversee engagement staffing, cross-functional workflow allocation, and deadline tracking while promoting operational efficiency and a collaborative team environment.
• Drive firm expansion and increase revenue by actively growing the size and valuation of your managed book of business through organic expansion and new client acquisition.
• Support firm expansion through proactive marketplace networking, community involvement, and business development initiatives.
• Collaborate with partners on client proposals, new business onboarding, cross-selling firm services, and long-term practice development efforts.

Benefits

• Competitive base salary with lucrative performance and business development bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Generous Paid Time Off (PTO) and paid holidays.
• Flexible scheduling.
• CPA/EA/MST development support and comprehensive continuing education (CPE).
• Clear, accelerated pathways to Partner-track opportunities within a historic, premier firm.