Tax Manager -- Richmond, VA
Company: Sovereign Tax Services (STS)
Location: Richmond, VA (in-office)
Reports to: Director of Tax Services, STS
About Us
Sovereign Tax Services is the tax preparation and planning arm of Sovereign Advisors (SA), (SovereignAdvisors.com) a wealth management firm managing over $1B in client assets. STS delivers proactive tax advisory and planning, alongside tax preparation, to individuals, families, and business owners -- with a particular focus on clients with complex situations such as equity compensation and multi-entity business ownership. We're growing intentionally, and this role is central to that growth in the Richmond market.
The Opportunity
We're looking for a Tax Manager to lead our Richmond, VA office. This is a hands-on role: you'll personally manage client relationships and provide both tax advisory/planning and tax preparation services, while also managing a small existing team of preparers and administrative staff. Client work spans individuals as well as businesses across all entity types -- S-corps, C-corps, and partnerships -- including some fairly complex partnership and estate returns. You'll be the day-to-day face of the Richmond office, responsible for maintaining the quality of service our clients already count on.
This is not a business-development role -- our priority is protecting and deepening the relationships already in place, not chasing new business. You'll report to the Head of Tax Services, who leads STS nationally.
What You'll Do
- Personally manage a book of individual and business tax clients, delivering both tax advisory/planning and tax preparation
- Prepare and/or review returns across a full range of entity types, including individual (1040), S-corp, C-corp, partnership, and estate (1041) returns -- some involving fairly complex structures
- Review and oversee tax returns prepared by your team, ensuring accuracy and quality before filing
- Manage and mentor the existing Richmond team (preparers and administrative staff), including workload distribution and workflow during busy season
- Serve as the primary point of contact for the office's existing clients, maintaining continuity of service through the transition
- Deliver proactive tax planning and advisory recommendations to clients throughout the year, not just at filing time
- Coordinate with SA's advisory team on shared clients, working within the firm's data-handling and compliance boundaries
- Maintain the office's operational standards -- deadlines, documentation, client communication -- during and after the transition into the STS platform
What We're Looking For
- CPA required
- 5+ years of tax experience spanning both preparation and advisory/planning work, with demonstrated depth in individual (1040) returns
- Direct experience preparing or reviewing returns across multiple entity types -- S-corp, C-corp, and partnership -- including exposure to complex partnership and estate (1041) returns
- Prior experience managing or supervising other preparers or support staff
- Strong client-facing skills -- comfortable being the primary relationship owner for an established book of clients
- Ability to work independently while managing a local office day-to-day
- Experience with professional tax software (Lacerte preferred, but not required)
What We Offer
- Competitive base salary plus performance-based bonus
- Full benefits package
- The opportunity to lead an established office as part of a growing national tax practice
- Support from a broader firm investing in modern tax technology and proactive planning capabilities
Sovereign Tax Services is an Equal Opportunity Employer.
Pay: $175,000.00 - $195,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Health insurance
- License reimbursement
- Paid time off
- Prescription drug insurance
- Profit sharing
- Relocation assistance
- Retirement plan
- Vision insurance
Work Location: In person
