Manager – Tax, Small Business

Belfint, Lyons & Shuman, P.A.

. Manage multiple tax and accounting client engagements .

Posted 9/22/2026full-timeWilmington • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing multiple tax and accounting client engagements while maintaining strong client relationships and knowledge of their businesses. Proficient in technical tax review, compliance with tax laws, and mentoring staff in a public accounting environment.

Highest-signal resume keywords

CPA Certification7-9 Years Public Accounting ExperienceTechnical Tax ReviewMS Office Suite ProficiencyTax Software Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceAccounting PrinciplesWorkpaper ReviewTax Return PreparationProblem ResolutionEngagement ManagementClient InvoicingDelegation of DutiesAdjustments for Tax Law ChangesMentoring Staff

Soft Skills

Client Relationship ManagementSupervisory SkillsPrioritizationIndependent WorkCommunication

Tools & Technologies

CCHAxcessThomson Reuters Engagement ManagerDocument Management ToolsWorkflow ToolsElectronic Practice Management

Certifications & Qualifications

CPA Certification

Industry Keywords

Public AccountingSmall Business Tax ComplianceInternational TaxMultistate TaxEstates & TrustsHigh Net Worth Individuals

About the role

Key responsibilities & impact

Manage multiple tax and accounting client engagements
Schedule and staff engagements
Coordinate workflow
Consistently achieve profitability goals
Review workpapers and tax returns
Develop new business
Maintain client relationships and knowledge of clients' businesses
Supervise, prioritize, and delegate across simultaneous engagements
Review changes in work from prior years and adjust work for changes in tax laws or accounting pronouncements
Resolve accounting problems and tax issues
Prepare client invoices and communicate fee details
Review staff qualifications and assignments
Mentor and develop new staff

Requirements

What you’ll need

Maintaining contact with clients and possessing a thorough knowledge of the client and client's business
Preparing or performing technical tax review of tax returns of any complexity
Demonstrating an ability to supervise and prioritize simultaneous engagements, including appropriate delegation of duties
Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Resolving accounting problems and tax issues
Preparing invoices to clients and communicating details of fees
Reviewing staff qualifications and assignments for appropriateness
Mentoring and developing new staff on assignments
Bachelor's degree in Accounting or other business-related degree with an emphasis in accounting
7-9 years public accounting experience in a tax environment, including solid knowledge of current standards and principles
CPA certification
Demonstrated skills in managing numerous engagements simultaneously
Working knowledge of small business tax compliance
Ability to work independently
Proficient in MS Office Suite, tax software (CCHAxcess preferred), trial balance software (Thomson Reuters Engagement Manager preferred), and other electronic practice management, document management, workflow, and portal tools
Familiarity with international, multistate, estates & trusts, or high net worth individuals, a plus

Benefits

Comp & perks

Opportunities for growth
Diverse workload
Flexible hours
Competitive salary
Excellent benefits
State-of-the-art technology
Continued training
Limited travel
Compensation comparable to experience and qualifications
Hybrid schedule available