Tax Manager I

Summary/Objective

Reporting to the Tax Director and Partner of the CFO Ortho department, the Tax Manager I is responsible for serving as a leader in the Tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and assisting the Tax Director, Senior Tax Managers, and planning teams as needed.

Essential Functions

1. Manage the daily workflow of tasks for their assigned clients
2. Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and/or client
3. Oversee assigned Tax Associates for team
4. Provide weekly updates to the Partner of the CFO Ortho department and/or Tax Director regarding overall performance

Responsibilities & Duties

1. Work closely with the Partner of the CFO Ortho department and/or Tax Director to prepare for each tax season
2. Work closely with the Tax Seniors, Tax Director, and the Partner of the CFO Ortho department to address questions/concerns from the planning teams
3. Partner with Planners to ensure a seamless workflow between departments
4. Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager
5. Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events
6. Mentor Tax Advisors on professional development within the tax department
7. Act as an active participant in the recruiting process (review resumes and interview candidates)
8. Log IRS and State correspondences; delegate accordingly to the proper department/person
9. Work closely with Administrative Team to ensure the proper processing/releasing of Tax Returns and various tasks
10. Work with Tax Onboarding team to ensure proper training is being provided

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• Bachelor’s degree or higher in Accounting, Tax, or related field
• CPA or EA required
• 8+ years’ experience in public accounting or its equivalent
• Thorough knowledge of tax laws
• Strong communication, interpersonal and organizational skills
• Experience managing a team strongly preferred

Travel

Limited to no overnight, out-of-state travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Upon management’s approval, remote work may be allowed using firm-approved office equipment. Correspondence with coworkers may be in person or through virtual means.

Physical Demands

This is a largely sedentary role; however, some filing may be required.

Position Type & Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $100,000 - Maximum: $135,000

Benefits

• Competitive Salary
• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm-Paid Holidays, Including an Extended Winter Break
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

• USA Today – Top Workplaces (2024)
• Monster – Top Remote Workplaces (2024)
• Accounting Today – Beyond Top 100: Firms to Watch (2024, 2023, 2020)
• Accounting Today - Top 100 Firms (2022, 2023)
• Forbes - America's Best Tax & Accounting Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
• Dallas Morning News - Top Workplace (2022, 2023)
• Accounting Today - Beyond Top 100: Firms to Watch (2020)
• Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
• Dallas Business Journal - Top Accounting Firms (2018)
• Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)
• Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)