Tax Manager - Business Tax

About Us:

SB & Company, LLC (SBC) is a certified public accounting and business advisory firm serving clients across the East Coast and Southeast. SBC combines the knowledge, methodologies, and technical capabilities associated with larger firms with the access, focus, and entrepreneurial environment of a growth-oriented firm. Our professionals serve commercial businesses, public-sector organizations, tax-exempt organizations, high-net-worth individuals, and families through tax compliance, planning, advisory, advocacy, assurance, risk, and related services..

Position Summary

SB & Company, LLC is seeking a hands-on Tax Manager to lead federal and multistate tax compliance and planning engagements for partnerships, S corporations, C corporations, closely held businesses, and their owners. This individual will manage the full engagement lifecycle, coach staff, identify planning opportunities, and help establish repeatable processes for a growing national tax practice. The ideal candidate combines strong technical fundamentals with ownership, organization, practical client communication, and a willingness to build.

Key Responsibilities

• Plan, manage, review, and deliver federal, state, and local tax compliance and planning engagements for partnerships, S corporations, C corporations, closely held businesses, and related owners.

• Serve as the day-to-day tax relationship manager for assigned clients, establish expectations, resolve issues, and communicate practical recommendations.

• Review complex returns, workpapers, tax-basis and capital-account calculations, elections, estimates, extensions, and multistate filings.

• Identify planning opportunities involving entity structure, owner compensation and distributions, accounting methods, state pass-through entity taxes, transactions, credits, succession, and other business lifecycle events.

• Coordinate with specialists in SALT, international tax, transaction tax, credits and incentives, private client, and other areas when client needs exceed the role’s core expertise.

• Manage engagement scope, budgets, schedules, staffing, realization, billing, collections, risk, and deadline compliance.

• Develop clear information requests, workplans, workpapers, review notes, client deliverables, and status reporting.

• Supervise, train, and coach seniors and staff; delegate effectively and provide timely, specific feedback.

• Support proposals, onboarding, pricing, opportunity recognition, and cross-selling within SBC’s audit and advisory client base.

• Help build and continuously improve the business-tax operating model, including technology use, workflow, quality controls, and knowledge sharing.