Tax Manager (Norman, OK)

Tax Manager

Position Overview

We are seeking an experienced Tax Manager to lead tax engagements, manage client relationships, and support the continued growth of the tax practice. This role is ideal for a technically strong tax professional who enjoys working directly with clients, developing relationships, mentoring team members, and contributing to business development.

The Tax Manager will serve as a trusted advisor to business owners and individual clients while overseeing tax engagements and collaborating with professionals across offices and service lines. The ideal candidate is proactive, consultative, entrepreneurial, and comfortable representing the firm within the local business community.

Key Responsibilities

Tax & Client Advisory

• Manage and strengthen relationships with tax clients, serving as a trusted advisor and primary point of contact.
• Review and oversee federal, state, and local tax engagements and returns.
• Provide tax planning and advisory guidance to business owners, individuals, and other clients.
• Address complex tax matters and communicate recommendations clearly to clients.
• Manage client expectations, deadlines, and deliverables, particularly during peak tax seasons.
• Maintain a high standard of accuracy, quality, and client service across all engagements.

Team Leadership & Development

• Supervise, coach, and develop associates and other tax professionals.
• Review work for accuracy, completeness, and compliance with professional standards.
• Coordinate engagement assignments, resources, and timelines.
• Provide constructive feedback and support the professional development of junior team members.
• Collaborate with professionals across offices and service lines to deliver comprehensive client solutions.

Business Development & Market Growth

• Identify and pursue opportunities to develop new client relationships and expand existing engagements.
• Participate in networking, community involvement, and professional organizations to build market visibility.
• Represent the firm at local business and professional events.
• Develop and maintain relationships with business owners, professional contacts, and referral sources.
• Contribute ideas and initiatives that support the growth and development of the local market.

Advisory & Cross-Functional Support

• Participate in broader advisory engagements based on client needs and professional expertise.
• Support Client Accounting Services (CAS) and other financial advisory projects as appropriate.
• Work collaboratively with professionals across tax, accounting, and advisory functions.
• Contribute to process improvements and initiatives that enhance client service and practice efficiency.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Active CPA license required.
• Minimum of 5 years of public accounting experience, with a significant focus on taxation.
• Approximately 3 years of supervisory or engagement leadership experience.
• Demonstrated experience managing and developing client relationships.
• Strong technical knowledge of tax accounting and compliance.
• Experience reviewing tax returns and managing tax engagements.
• Strong written, verbal, and interpersonal communication skills.
• Ability to effectively supervise, mentor, and develop junior professionals.
• Strong organizational skills with the ability to manage multiple engagements and deadlines.
• Willingness and ability to participate in business development activities.
• Ability to work collaboratively across offices and service lines.

Ideal Candidate Profile

The ideal candidate will be:

• Technically Strong: Demonstrates strong tax knowledge and sound professional judgment.
• Client-Focused: Builds trusted relationships and communicates complex tax matters in a clear, practical manner.
• Business-Minded: Understands client needs and identifies opportunities to provide additional value.
• Entrepreneurial: Comfortable identifying new opportunities and contributing to market growth.
• Collaborative: Works effectively with colleagues across offices, departments, and service lines.
• People-Oriented: Enjoys mentoring and developing professionals while building a strong team environment.
• Community-Minded: Interested in becoming an active and visible participant in the local business community.
• Adaptable: Comfortable working within a growing organization and helping establish processes and relationships as the practice expands.