Tax Manager

Trueline

. Lead year-round tax planning and advisory for closely held businesses, business owners, and high-net-worth clients .

Posted 9/24/2026full-timeUnited StatesSeniorLead💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning and advisory for closely held businesses and high-net-worth clients, with a strong focus on partnerships and S corporations. Proven ability to mentor junior professionals and improve tax workflows and processes while maintaining a hands-on approach.

Highest-signal resume keywords

Active CPA License7+ Years Public Accounting ExperienceTax Planning and AdvisoryComplex Tax Return ReviewClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business TaxationPartnership TaxationS Corporation TaxationTax ComplianceTax Workflow ImprovementProactive Tax PlanningTax Advisory ServicesTax Process DevelopmentTax Technology ImplementationComplex Individual Tax Returns

Soft Skills

MentoringCoachingCommunicationProblem-SolvingSolutions-Oriented

Certifications & Qualifications

CPA License

Industry Keywords

Public AccountingHigh-Net-Worth IndividualsClosely Held BusinessesEntrepreneursTax Practice Growth

About the role

Key responsibilities & impact

Lead year-round tax planning and advisory for closely held businesses, business owners, and high-net-worth clients
Review complex federal and state tax returns, emphasizing partnerships, S corporations, and related individual returns
Identify proactive tax-planning opportunities and translate complex tax issues into practical client recommendations
Serve as a trusted advisor to business owners beyond annual tax compliance
Remain technically hands-on while helping lead and grow the tax function
Mentor, develop, and review junior tax professionals
Evaluate and improve tax workflows, technology, processes, and internal infrastructure
Partner with accounting, advisory, and leadership teams
Establish scalable processes as the tax practice grows
Contribute ideas on service offerings, client experience, technology, staffing, and long-term practice direction

Requirements

What you’ll need

Active CPA license required
Approximately 7+ years of progressive public accounting/tax experience
Current or recent experience at the Tax Manager, Senior Tax Manager, or comparable level
Strong technical knowledge of business taxation, particularly partnerships and S corporations
Hands-on experience reviewing complex business and individual tax returns
Meaningful experience with proactive tax planning and advisory
Experience working directly with closely held businesses, entrepreneurs, and/or high-net-worth individuals
Strong client relationship and communication skills
Experience mentoring, coaching, or developing junior tax professionals
Ability to operate independently without extensive oversight
A proactive, responsive, solutions-oriented working style
Comfort working in an environment where some processes are still being built
Experience improving workflows, implementing technology, building processes, developing new services, or helping grow a tax practice is highly valued

Benefits

Comp & perks

Primarily remote work with significant flexibility and autonomy
Direct access to firm leadership and a genuine voice in decision-making
Bonus and profit-sharing opportunities
Potential long-term leadership, vesting, and ownership upside
Strong work/life flexibility outside of client and business needs
Benefits package
Performance bonus opportunities
Profit-sharing potential
Long-term leadership and potential ownership/vesting path
Significant flexibility and autonomy
No requirement to bring a book of business