Tax Manager

Tallero is pleased to be partnering with a growing accounting and advisory firm in Richmond, Virginia that serves entrepreneurs, closely held businesses, high-net-worth individuals and family offices. The firm pairs tax compliance with proactive planning and advisory work, and operates alongside outsourced accounting, CFO and M&A advisory teams. They are looking to add a Tax Manager to lead the tax function, oversee engagements from planning through filing, and mentor a growing team.

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Tax Compliance & Review•  Review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts and estates.•  Manage the full tax calendar, including extensions, estimated payments and filing deadlines, to ensure timely and accurate delivery.•  Research and apply current tax law changes and communicate their impact to clients and internal teams.Tax Planning & Advisory•  Develop proactive tax strategies for business owners, high-net-worth individuals and family offices, including entity structuring and multi-entity planning.•  Advise on tax matters arising from business sales, acquisitions and other transactions in coordination with the firm's advisory team.•  Support clients with specialized situations such as loan-out companies, pass-through entity elections and multi-state exposure.Client Relationships & Resolution•  Serve as a trusted advisor and primary tax point of contact for a portfolio of clients.•  Represent clients in IRS and state tax notices, inquiries and examinations.•  Scope and price tax projects and special engagements.Team Leadership•  Train, mentor and review the work of tax staff and seniors, providing timely and constructive feedback.•  Collaborate with accounting, bookkeeping and advisory colleagues to deliver a seamless client experience.•  Contribute to process improvement and the continued development of the firm's tax practice.
REQUIREMENTS•  Bachelor's degree in Accounting or a related field required; Master's in Taxation a plus.•  CPA license required (or EA with substantial relevant experience).•  5+ years of progressive tax experience, ideally in public accounting, including prior review responsibilities.•  Strong working knowledge of pass-through entity taxation (Forms 1065, 1120-S) and individual taxation (Form 1040), with exposure to trusts, estates and multi-state returns.•  Experience with tax planning and advisory work for closely held businesses and high-net-worth clients.•  Proficiency with tax preparation and research software; experience with a modern, cloud-based tax workflow is a plus.•  Excellent written and verbal communication skills with the ability to explain complex tax topics clearly to non-financial clients.•  Strong organization and time management skills, with the ability to juggle multiple priorities in a deadline-driven environment. xzbcwsv •  Prior experience supervising or mentoring staff preferred.