YHB | CPAs & Consultants · 13 hours ago
Tax Manager
Fredericksburg, VA
Full-time
Hybrid
Senior LevelYHB | CPAs & Consultants is a dynamic public accounting firm focused on building strong relationships with clients and fostering professional growth. As a Tax Manager, you will oversee client engagements, mentor junior staff, and ensure compliance with tax regulations while maintaining positive client relationships.
AccountingComplianceConsultingWealth Management
Responsibilities
Challenge yourself to maintain a keen understanding of Generally Accepted Accounting Principles, and the ability to appropriately apply these principles in your everyday work
Contribute to the creation and preservation of positive client relationships & trust by demonstrating: Clear and concise communication with Firm Leadership regarding progress and/or status of client returns. A sense of urgency and an appreciation for timely completion of work to meet deadlines and client expectations. Attention to detail and thorough revision of completed work to double check for accuracy
Serve as a subject matter expert and trusted advisor for YHB tax clients by identifying potential issues and presenting solutions for resolution
Simultaneously manage multiple client profiles, employee development, and additional firm responsibilities while maintaining client expectations and meeting deadlines within established budgets
Review workpapers of Associates and Supervisors and provide comments for correction or adjustments. Ensure that all review comments are successfully addressed and cleared
Share in the responsibility of keeping YHB employees up to date on key changes regarding Tax standards, laws, and regulations
Provide guidance and mentorship to Associates and Supervisors within your Leadership Circle and YHB Office by sharing valuable insight and best practices
Develop and possess a thorough understanding of tax accounting fundamentals; sufficient knowledge of the Internal Revenue Code and Regulations and other technical guidance, including industry and practice-specialty standards
Develop and demonstrate strong research, analytical, and communication (written and verbal) skills in order to ensure that clients remain in compliance with tax regulations, to identify potential issues or opportunities, and provide solutions for complex client issues and problems
Identify problems and be responsible for proposing solutions by applying strong analytical techniques and performing or directing appropriate research of potential solutions
Possess excellent communication skills to express opinions and concepts, teach, coach, and direct team members, work with clients, and document positions taken, or matters resolved. Communication skills are evidenced by instructions that can be understood when received and by the effective presentation of documentation (including letters, memos, and reports), which requires little or no revision by Senior Managers/Principals
Clear any review comments for the work performed
Obtain necessary level of knowledge to be able to handle issues that may be outside of existing knowledge base or be able to identify appropriate resources to assist clients in dealing with matters that may be outside of the manager’s current level of expertise
Demonstrate good judgement by identifying potential issues and, as appropriate, elevate such matters to superiors early in the engagement process, along with recommended potential solutions for dealing with such issues. Ensure resolution of issues encountered during engagement
Simultaneously manage multiple client engagements, employee, and other firm responsibilities while meeting client expectations and deadlines and within established budgets
Demonstrate a thorough working knowledge of clients’ business needs by identifying issues or problems and resolving most engagement issues by applying business knowledge and experience gained to add value to the service provided
Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year
Be aware of potential additional service areas to clients or opportunities to expand services
Make efficient and effective use of self-experience and experience of team members to manage engagements as efficiently as possible while delivering high quality, value-added client service
Be aware of changes in our new regulations and identify clients that may be affected by such changes. Be able to address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients
Strive to complete engagements timely, within budget, and with acceptable realization
Display an awareness of the importance of new business generation by expanding peer/professional networks and becoming involved in the leadership of civic, professional, or industry groups
Begin to generate leads and turn them into new business opportunities
Participate in YHB marketing activities and help coordinate marketing efforts
Understand YHB’s mission, vision, and strategic goals
Assist in proposals and presentations for current and potential clients
Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc
It is required to have a genuine interest in investing in the growth of others as professionals as well as refining and polishing your skills used in managing people; includes circle employees and any professionals you collaborate with on a team engagement
Willingly accept newer staff on engagements and provide them with the necessary on-the-job training
Effectively delegate, provide timely and relevant performance feedback, and help and encouragement, as needed
Advise and mentor team members; evaluate team member performance on individual engagements and annually to guarantee quality client service
Manage circle employee growth by preparing personal development plans, while meeting the minimum firm and professional education requirements
Participate in the design, development, and implementation of internal continuing education sessions
Be cooperative and helpful to all team members and always promote teamwork within YHB
Motivate team members and coordinate efforts with other team members and peers
Qualification
Required
Bachelor's degree in accounting or relevant field required
CPA Certification
Possesses a high level of integrity and ability to respect confidentiality
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously
Knowledgeable of firm policies and procedures
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload
Benefits
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
Company
YHB | CPAs & Consultants
We Are All About You That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work.
Founded in 1947
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeremy Shen
Chief Strategy Officer
Recent News
2025-07-30
EIN Presswire
2025-06-25
2025-04-04
Company data provided by crunchbase