Accounting and Tax Manager
Job Description
Company Profile:
Our client is a fast-growing professional services organization transforming how accounting, tax, and payroll services are delivered to small businesses.
Accounting & Tax Manager Role:
The Accounting & Tax Manager serves as the primary relationship manager and strategic advisor for a dedicated portfolio of small business clients. The Accounting & Tax Manager will oversee monthly accounting operations, tax planning initiatives, tax preparation services, and client advisory engagements while ensuring exceptional service delivery and team performance.
Manage the complete client lifecycle for an assigned book of business
Serve as the primary point of contact for accounting, tax, and advisory services
Lead strategic tax planning engagements and identify opportunities to optimize tax outcomes
Prepare and review complex business tax returns including Forms 1120, 1120-S, 1065, and 990
Prepare and review individual tax returns (1040)
Conduct detailed monthly financial statement reviews and analysis
Review balance sheets, reconciliations, fixed assets, payroll liabilities, and loan schedules
Analyze profit and loss statements to ensure accuracy and identify financial trends
Deliver summer salary projections and year-round financial guidance to business owners
Recommend entity structure improvements and tax-saving strategies
Oversee bookkeeping team performance and provide coaching and mentorship
Ensure timely completion of accounting deliverables and client deadlines
Collaborate with leadership to improve processes and enhance client service delivery
Resolve client questions and financial challenges with professionalism and expertise
Accounting & Tax Manager Background Profile:
Bachelor's Degree in Accounting, Finance, or related field required
Enrolled Agent designation strongly preferred
5-7+ years of public accounting experience required
Strong experience with monthly accounting and financial statement review
Proven expertise preparing and reviewing business tax returns (1120, 1120-S, 1065, 990)
Experience preparing and reviewing individual tax returns (1040)
Deep understanding of tax planning strategies and entity structure optimization
Knowledge of depreciation methods, Section 179, bonus depreciation, and tax-saving opportunities
Strong project management and organizational skills
Ability to manage multiple priorities and deadlines simultaneously
Exceptional communication and client relationship-building abilities
Experience mentoring and developing accounting or bookkeeping team members
Comfortable working in a fast-paced, evolving growth environment
Features and Benefits:
Medical, Dental, Vision
Bonus PotentialÂ
Career Growth with a Rapidly Expanding Organization
Opportunity to Serve as a Strategic Business Advisor
Collaborative, People-First Culture
Leadership Development Opportunities
Professional Growth and Continuous Learning Environment
Job Requirements
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Kathy Granger
Executive Recruiter
Kathy Granger as an Executive Recruiter leading our Accounting and Finance division. Kathy is a Texas-licensed CPA with over 20 years of experience in talent acquisition and professional services, bringing a rare combination of financial expertise and recruiting acumen to our team. She holds both a Master of Professional Accounting and a Bachelor of Business Administration from The University of Texas at Austin and launched her career in public accounting at Arthur Andersen and Ernst & Young before transitioning into executive search. As founder of her own successful search firm and former Vice President of Talent Acquisition at Independent Bank, Kathy has built a proven track record of placing C-suite executives, officers, and specialized professionals across multiple industries. Her CPA background gives her a deep understanding of the technical competencies and leadership qualities required for accounting and finance roles, while her consultative approach and commitment to quality ensures our clients receive only the most qualified candidates for their critical hiring needs.