Tax Manager

Your Future Team

At KLB Advisors, you'll join a collaborative team of accounting, tax, and advisory professionals dedicated to helping individuals, businesses, and nonprofit organizations achieve their financial goals. With a longstanding reputation for personalized service and trusted client relationships, the team combines deep technical expertise with a commitment to integrity, innovation, and exceptional client care.

Today, as part of Archer Lewis, we are one team with expanded resources, specialized expertise, and a broader national network. Founded in 2024, Archer Lewis brings together established local firms across the country, allowing us to enhance the services we provide while maintaining the personalized approach and accessibility our clients value. Together, we combine the strength of a national platform with the responsiveness and relationships that have defined BFJW Advisors for more than 20 years

What You’ll Do

The Tax Manager is responsible for overseeing tax compliance, planning, and advisory services while serving as a trusted resource for clients and team members. This role manages complex tax engagements, provides technical guidance, ensures compliance with evolving tax regulations, and supports the development of tax professionals. The Tax Manager plays an important role in delivering exceptional client service, driving operational efficiency, and helping clients achieve their financial and business objectives.

• Lead, mentor, and develop tax professionals, including senior associates and staff accountants.
• Manage multiple tax engagements and ensure timely completion of deliverables while maintaining high quality standards.
• Review complex federal, state, and local tax returns, workpapers, and supporting documentation to ensure accuracy, completeness, and compliance with applicable tax laws and firm standards.
• Oversee the preparation and review of federal, state, local, and, when applicable, international tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Ensure compliance with current tax laws, regulations, and professional standards.
• Develop and implement tax planning strategies designed to help clients minimize tax liabilities and achieve business objectives.
• Serve as a technical resource for complex tax matters and guide tax law changes and regulatory developments.
• Conduct and review technical tax research and prepare supporting documentation, memoranda, and recommendations.
• Manage tax audits, examinations, and controversy matters, serving as a liaison between clients and taxing authorities.
• Oversee income tax provision calculations and ASC 740 reporting requirements when applicable.
• Review client financial information and identify tax-saving opportunities and planning considerations.
• Build and maintain strong client relationships while delivering responsive, high-quality service.
• Identify opportunities to expand services and support business development initiatives.
• Leverage tax technology and automation tools to improve efficiency, accuracy, and workflow management.
• Collaborate with firm leadership and other service lines to provide comprehensive client solutions.

What You’ll Bring

• Bachelor's degree in Accounting, Finance, or a related field required.
• Active CPA license required.
• Master's degree in Taxation or a related field preferred.
• Minimum of 5 years of progressive tax experience.
• At least 2 years of supervisory or management experience within a tax environment.
• Public accounting experience preferred.
• Strong knowledge of federal, state, and local tax regulations and reporting requirements.
• Experience preparing and reviewing complex tax returns across multiple entity types.
• Experience with tax planning, tax research, and tax advisory services.
• Familiarity with ASC 740 and income tax provision reporting preferred.
• Proficiency with tax software such as CCH, Thomson Reuters, GoSystem, or similar platforms.
• Advanced Microsoft Excel and Microsoft Office Suite skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Excellent verbal and written communication skills, including the ability to present complex tax matters to clients and stakeholders.
• Proven leadership, coaching, and team development capabilities.
• Strong organizational and project management skills with the ability to manage multiple engagements and deadlines simultaneously.

What We Offer

• Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
• Paid Parental Leave
• 401(k) Matching Program
• Pre-Tax Commuter Benefits
• Pet Insurance
• Unlimited Flexible Time Off
• 7 Company‑Paid Holidays
• Employee Assistance Program (EAP)
• Eligible for an annual performance-based bonus of up to 10% of base salary, based on individual and company performance. #LI-Hybrid