Wilson Lewis · 21 hours ago
Tax Manager
Wilson Lewis is a growing accounting and advisory firm focused on providing quality services and personal attention to clients. The Tax Manager role involves leading tax engagements, mentoring staff, and serving as a trusted advisor to clients on various tax matters.
AccountingAdviceFinancial ServicesRetirement
Responsibilities
Lead and manage business (1120, 1120S, 1065) and individual (1040) tax engagements from planning through delivery, to include preparation as needed
Review and oversee the work of staff and senior accountants to ensure technical accuracy, compliance, and efficiency
Serve as a point of contact for clients, maintaining ongoing communication, and identifying opportunities for value-added services
Advise clients on federal, state, and local tax matters, offering proactive strategies to minimize risk and optimize results
Mentor, train, and develop junior team members, providing technical guidance and performance feedback
Conduct research on complex tax issues and present findings in clear, actionable terms
Manage project timelines, budgets, and production goals to ensure engagement profitability
Collaborate with partners and other managers to manage client relationships and support firm growth
Stay up to date with changing tax regulations and incorporate innovative, practical solutions into client service
Contribute to a positive, collaborative team culture that values accountability, integrity, and professional growth
Qualification
Required
Bachelor's degree in accounting, finance, or related field
CPA or Enrolled Agent (EA)
7+ years of public accounting experience in tax preparation and review
Strong knowledge of basic accounting, corporate, partnership, and individual taxation
Excellent project management, analytical, and communication skills
Demonstrated ability to lead teams, manage multiple priorities, and meet deadlines
Client-service mindset with a commitment to quality and relationship building
Preferred
Experience with UltraTax and QuickBooks
Knowledge of multi-state, high-net-worth individual, estate, and trust tax issues
Prior supervisory experience with demonstrated ability to mentor and inspire staff
Interest in business development or firm growth initiatives
Benefits
Unlimited PTO
Medical, Dental, Vision, & Voluntary Insurance Options
401(k) Matching
Performance Bonus
Commitment to Professional Development
Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers
Company
Wilson Lewis
Wilson Lewis is an accounting firm that provides taxation, auditing, payroll, business advisory, financial and retirement planning services.
H1B Sponsorship
Wilson Lewis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
Funding
Current Stage
Early StageCompany data provided by crunchbase