General Purpose:
Richey May is a nationally recognized public accounting and business advisory firm serving clients across a variety of industries. We combine deep technical expertise with a collaborative, relationship-driven approach to help clients navigate complex tax, accounting, technology, and business challenges.
We are seeking a Tax Manager to join our growing tax practice. This role offers the opportunity to work closely with business owners and leadership teams while managing tax engagements, developing staff, and providing strategic tax planning and consulting services. The ideal candidate is CPA eligible or licensed, enjoys client interaction, and thrives in an environment that values autonomy, accountability, and professional growth.
Success in this role requires strong technical tax expertise, sound judgment, and the ability to manage multiple client engagements and team priorities simultaneously. Richey May invests heavily in developing our Managers, offering structured mentorship, exposure to sophisticated client work, and a clear path toward continued growth and leadership within the firm.
Essential Duties & Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Client Service & Advisory:
-
Serve as Trusted Advisor: Act as a trusted advisor and primary point of contact for assigned clients.
-
Build Client Relationships: Develop and maintain strong client relationships through proactive communication and exceptional service.
-
Provide Tax Planning: Provide tax planning and consulting services to support client business objectives.
-
Identify Savings Opportunities: Identify tax-saving opportunities and recommend practical solutions.
-
Tax Compliance & Review:
-
Manage Engagements: Manage tax engagements from planning through final delivery.
-
Review Returns: Review federal, state, and local tax returns for accuracy, completeness, and compliance.
-
Coach Through Review: Review work prepared by Associates and Senior Associates while providing coaching and feedback.
-
Conduct Tax Research: Conduct tax research and prepare technical memorandums as needed.
-
Monitor Legislation: Monitor changes in tax legislation and communicate impacts to clients and internal teams.
Leadership & Team Development:
Supervise & Mentor Staff: Supervise, mentor, and develop a team of tax professionals.
-
Provide technical guidance and support staff development initiatives.
-
Support Performance Management: Participate in performance evaluations and career development planning.
-
Foster Team Culture: Foster a collaborative and positive team environment.
-
Practice Management
-
Manage Budgets & Deadlines: Manage engagement budgets, deadlines, and deliverables.
-
Uphold Quality Standards: Maintain high-quality standards and adherence to firm procedures.
-
Drive Continuous Improvement: Support continuous improvement efforts and best practices within the tax department.
-
Support Business Development: Assist with business development and growth initiatives as appropriate.
Job Qualifications:
Knowledge, Skills, and Abilities:
-
Strong technical tax knowledge and research capabilities.
-
Strong knowledge of federal and multi-state tax regulations.
-
Ability to manage multiple engagements and competing priorities.
-
Strong analytical and problem-solving skills.
-
Excellent client relationship, written, and verbal communication skills.
-
Strong project management and organizational abilities.
-
High level of professionalism and attention to detail.
-
Ability to work independently while collaborating effectively with team members.
-
Self-motivated with a strong sense of ownership and accountability.
-
Ability to follow all Richey May policies, procedures, standards, specifications, and guidelines.
Experience:
-
Five or more years of progressive public accounting tax experience.
-
Experience reviewing business and individual tax returns.
-
Prior experience supervising and mentoring staff is preferred.
-
Experience with tax planning and consulting engagements is preferred.
-
Exposure to manufacturing, healthcare, or closely held business clients is preferred.
Education:
-
Bachelor's degree in Accounting or a related field required.
-
CPA eligible or actively pursuing CPA licensure required; active CPA license preferred.
-
Supervisory Duties
-
Directly supervise, mentor, and develop a team of approximately one to two Tax Associates or Senior Associates.
-
Carry out supervisory responsibilities in accordance with organizational policies and applicable laws.
General:
-
Adheres to the highest degree of professional standards and strict client confidentiality.
-
Anticipates and addresses client concerns; escalates and resolves problems as they arise.
-
Maintains current knowledge of industry practices and ensures best practices are always considered.
-
Develops long-term relationships and networks both internally and externally.
-
Committed to continuous professional development, including continuing education, training seminars, and networking events.
-
Maintains regular, predictable attendance; communicates proactively when attendance will be disrupted.
-
Performs other duties as assigned.
-
Employees are held accountable for all duties of this job.
Additional Requirements/Licenses/Certifications:
-
CPA eligible or actively pursuing CPA licensure required; active CPA license preferred.
-
Candidates must successfully pass a criminal background check.
