Tax Services Manager Jobs
Tax Services Manager jobs are open across public accounting firms, corporate tax departments, and financial services companies, from senior associate to director level, with specializations in federal compliance, state and local tax, and international tax. Find a role that fits from the openings below and apply directly.
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CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
Essential Functions and Primary Duties
- Client Management
- Serve as the primary point of contact for high-net-worth clients.
- Build and maintain strong client relationships, understanding their financial goals and objectives.
- Provide personalized tax planning and advisory services tailored to the unique needs of each client.
- Tax Planning and Strategy
- Develop and implement comprehensive tax strategies for high net worth individuals and families.
- Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
- Advise clients on wealth preservation, estate planning, and other tax-related matters.
- Team Leadership
- Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
- Provide guidance, mentorship, and support to team members.
- Oversee the workflow and ensure timely and accurate delivery of tax services.
- Compliance
- Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time.
- Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
- Review complex tax returns and financial statements.
- Coordinate with other departments to gather necessary information for tax compliance.
- Business Development
- Identify opportunities to expand the firm's high net worth tax practice.
- Participate in business development activities, including networking events and client presentations.
- Work with the marketing team to develop promotional materials and strategies.
- Risk Management
- Assess and mitigate potential risks associated with tax planning and compliance. Implement internal controls and best practices to ensure high-quality service delivery.
Preferred Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
- Extensive experience in tax planning and compliance, with a focus on high net worth individuals.
- Strong knowledge of tax laws and regulations.
- Excellent leadership and interpersonal skills.
- Proven ability to manage and develop a team.
- Exceptional communication and presentation skills.
- Business development and client relationship management experience.
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
Essential Functions and Primary Duties
- Client Management
- Serve as the primary point of contact for high-net-worth clients.
- Build and maintain strong client relationships, understanding their financial goals and objectives.
- Provide personalized tax planning and advisory services tailored to the unique needs of each client.
- Tax Planning and Strategy
- Develop and implement comprehensive tax strategies for high net worth individuals and families.
- Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
- Advise clients on wealth preservation, estate planning, and other tax-related matters.
- Team Leadership
- Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
- Provide guidance, mentorship, and support to team members.
- Oversee the workflow and ensure timely and accurate delivery of tax services.
- Compliance
- Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time.
- Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
- Review complex tax returns and financial statements.
- Coordinate with other departments to gather necessary information for tax compliance.
- Business Development
- Identify opportunities to expand the firm's high net worth tax practice.
- Participate in business development activities, including networking events and client presentations.
- Work with the marketing team to develop promotional materials and strategies.
- Risk Management
- Assess and mitigate potential risks associated with tax planning and compliance. Implement internal controls and best practices to ensure high-quality service delivery.
Preferred Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
- Extensive experience in tax planning and compliance, with a focus on high net worth individuals.
- Strong knowledge of tax laws and regulations.
- Excellent leadership and interpersonal skills.
- Proven ability to manage and develop a team.
- Exceptional communication and presentation skills.
- Business development and client relationship management experience.
Tax Services Manager Jobs by Experience Level
Top Cities Hiring Tax Services Managers
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Find Tax Services Manager JobsTax Services Manager Job Market
Who's Hiring
- BDO181
- RSM44
- EY28
- Deloitte19
- Andersen17
Top Industries Hiring
- Accounting & Auditing87
- Technology & Software44
- Consulting & Professional Services17
- Investment & Asset Management7
- Banking & Financial Services2
What Employers Look For
The qualifications that appear most often in tax services manager jobs.
- CPA license or active candidacy strongly preferred by most employers
- 5 or more years of progressive tax compliance or advisory experience
- Proficiency with tax software such as CCH Axcess, GoSystem, or OneSource
- Experience reviewing federal and state income tax returns for corporations or partnerships
- Knowledge of ASC 740 income tax accounting and provision preparation
- Bachelor's degree in accounting, finance, or a related field required
Tips for Your Tax Services Manager Job Search
Quantify your tax compliance impact
Hiring managers want to see scope, not just duties. On your resume, include the number of entities you managed compliance for, the size of tax provisions you reviewed, and any audit adjustments you reduced or penalties you avoided.
Highlight your jurisdiction depth clearly
Tax services managers are often hired for a specific tax type. Call out federal versus state and local versus international tax experience in a dedicated skills section so recruiters scanning for SALT or transfer pricing expertise can find you immediately.
Target firms by your preferred tax specialty
Big Four and national firms staff differently than regional CPA firms or in-house corporate tax teams. Search by employer type, not just title, so you're applying to roles where your specialty, whether partnership tax, ASC 740, or indirect tax, matches the actual work.
Apply early to roles that fit
Migrate Mate lists tax services manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a technical case for your CPA or credential
Interviewers at manager level will probe your technical depth on issues like uncertain tax positions, deferred tax calculations, or nexus analysis. Review one or two recent scenarios from your experience before each interview so your answers are concrete, not theoretical.
Negotiate using billing rate and book size context
When discussing compensation at public accounting firms, anchor your ask to the complexity and size of the client portfolio you managed, not just your title. Managers with stable books of business or large enterprise clients have real leverage that generic salary comparisons won't capture.
Tax Services Manager Jobs: Frequently Asked Questions
Which companies are hiring the most tax services managers?
The companies hiring the most tax services managers right now include BDO, RSM, and EY, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of September 2026. Both large public accounting firms and corporate in-house tax departments are consistently active in this search.
How many tax services manager jobs are remote?
About 78% of tax services manager openings are fully remote or hybrid as of September 2026, with availability varying by employer type and practice area. International tax advisory and federal compliance review roles tend to offer the most remote flexibility, while state and local tax roles tied to specific jurisdictions are more likely to require in-office presence.
How do you become a tax services manager?
Most tax services managers start in a staff or senior tax associate role at a public accounting firm or in a corporate tax department, spending several years building technical depth in compliance, provision work, or advisory. Earning a CPA license accelerates advancement significantly. From there, taking on supervisory responsibilities, managing client relationships, and leading return review processes are the steps that typically lead to a manager promotion.
Can you get a tax services manager role without prior management experience?
Yes, especially if you've been a strong senior tax associate or senior tax accountant with informal leadership experience. Firms often promote from within based on technical skill and client relationship strength rather than a formal manager title. Emphasizing any mentorship, review, or project lead responsibilities you've held, even without direct reports, helps bridge that gap when applying externally.
What does the tax services manager interview process look like?
The process typically starts with a recruiter or HR screen focused on experience level and practice area fit, followed by a technical interview with a senior manager or director covering areas like provision methodology, return review procedures, or complex entity structures. Final rounds often include a conversation with a partner or VP of tax and may involve a case study or written technical exercise depending on the firm.
Where can I find and apply to tax services manager jobs?
You can find and apply to tax services manager jobs on Migrate Mate, which lists current openings from employers across the United States. Search the available roles, find the ones that match your specialty and experience level, and apply directly to each listing from the same page.
See All 470+ Tax Services Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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