Tax Manager-Advisory & Planning

Career Choice represents the employer. We do not name our clients publicly; you will be told who it is before anything is shared with them.

This Tax Manager role focuses on advisory and planning work for a range of clients, including owner-managed businesses and international cross-border matters. The position involves technical tax work across multiple entity types, research and problem-solving, and supervision of staff. You will work under partner direction while taking a lead role in client engagements and internal practice development.

What you will be doing

• Review income tax returns for individuals, corporations, and trusts
• Lead tax planning engagements for owner-managed domestic clients
• Provide inbound advisory services on international cross-border tax matters
• Conduct technical research for client needs and internal use, and draft correspondence to tax authorities
• Manage processes and procedures during tax season
• Analyze new tax legislation and prepare professional development seminars
• Supervise, coach, and mentor tax staff and assign work

What the role requires

• Minimum four years of public accounting tax experience, including at least one year at the manager level
• Completion of the In-Depth Tax Program
• Proficiency in tax preparation software and working files systems
• Experience serving owner-managed clients
• Strong written and verbal communication skills for client and authority correspondence

Designations

What your resume should make obvious

Screeners spend seconds on a first pass. For this role, these are the things worth putting where they will be seen.

• State the tax preparation and working files software platforms you have used
• Specify owner-managed client experience: number of clients, industries served, and types of planning engagements
• Highlight cross-border inbound advisory work: which jurisdictions and what entity structures
• Quantify supervisory scope: how many staff reported to you and what level
• Show In-Depth Tax Program completion date and any technical specializations within it
• Include examples of technical research projects: correspondence with authorities or legislative analysis

Where people in this role usually come from

Candidates typically progress through public accounting tax roles from staff to senior before moving into manager positions with supervisory and client leadership responsibilities.