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Bement & Company · 1 week ago

Tax Strategy Manager

Bountiful, UT

Full-time

Hybrid

Mid Level

$100K/yr - $120K/yr

3+ years exp

Bement & Company is a member firm of The Franklin Alliance, specializing in high-impact financial, tax, and accounting services. The Tax Strategy Manager will play a critical role in tax compliance, strategy, and client advisory, preparing and reviewing tax returns while developing into a senior advisory position.

AccountingAdviceFinancial Services

Hiring Manager

Brent Bement, CPA, CVA

Responsibilities

Prepare and review federal and state tax returns for individuals and closely held businesses, including:

S-Corporations

Partnerships

Complex individual (Form 1040) returns

Serve as a trusted reviewer during tax season, signing off on returns and exercising professional judgment

Collaborate with tax staff and seniors to ensure accuracy, efficiency, and consistent quality

Identify tax planning opportunities during return preparation and flag them for follow-up strategy discussions

Participate in tax strategy and advisory engagements, including proactive planning, entity structuring, and multi-year tax optimization

Attend and progressively lead strategy and advisory calls with clients

Translate complex tax concepts into clear, actionable guidance for clients

Support the development and delivery of Bement’s tax strategy offerings (e.g., Personal CFO / Tax Strategy services)

Act as a client-facing advisor who builds trust and long-term relationships

Support consultative sales conversations by helping prospects understand value, opportunities, and next steps

Identify opportunities to expand client relationships across tax, accounting, and advisory services

Contribute to client retention by delivering high-quality advice and a strong client experience

Work closely with Partners, Accounting Managers, and Tax Leadership to refine service offerings and workflows

Provide feedback to improve processes, pricing, and service delivery as the firm evolves

Help train and mentor junior tax team members over time

Embrace an entrepreneurial mindset, this role will help shape how the strategy function grows

Tax Season (Feb–Apr, Sept-Oct): Majority of time focused on tax preparation and review, with select strategy engagements

Remainder of Year: Increasing emphasis on tax planning, advisory, strategy calls, and client development

Qualification

Active CPA licenseTax preparation experienceTax strategy experienceS-Corps experiencePartnerships experienceClient-facing skillsSales experienceConsultative sellingCommunicationMentoring skills