Tax Manager, Client Advisory

We are partnered with a well-respected, family-owned public accounting firm with 40+ years of experience integrating tax, investment, and legal services for individuals and small businesses. The team has built a reputation for creating a collaborative and high-performing environment where professionals have the opportunity to work closely across disciplines and make a meaningful impact on the client experience. The Tax Manager will manage client relationships, oversee the income tax practice, and work closely with the firm's investment and legal teams. This creates a unique opportunity for tax professionals who enjoy getting into the weeds and building long-term relationships while serving as a trusted advisor to clients.What You'll Do:Manage day-to-day individual and entity tax return preparationBuild lasting client relationships through a welcoming, personalized experienceMeet directly with clients and provide personalized tax guidanceResolve federal and state tax matters, including interaction with IRS and state practitioner linesOversee tax workflow efficiency and resolve issues proactivelyCollaborate with our tax, investment, and legal teams to deliver holistic financial guidanceWhat We're Looking For:CPA or EA license (required)Strong individual tax experienceComfortable working directly with clientsSeries 7 & 66 a plusStrong tax workflow management skillsAvailability for extended hours during tax seasonFor more information regarding this position or other opportunities please reach out to Kyla.jackson@jcwgroup.com.