Strong tax judgment. A talent for developing people. An eye for better ways to work.
The role
Good tax managers connect the details to the bigger picture. They understand the return, recognize what matters to the client, and help their team deliver work they can stand behind.
We’re looking for a Tax Manager who enjoys that combination. You’ll lead engagements, build client relationships, review technical work, and coach staff. You’ll also help us improve the processes and systems behind the work.
Interested in business development? There’s room for that. Prefer to focus on client service, technical work, and leading delivery? We value that, too. We’ll discuss how your strengths and interests fit the role, with clear expectations about what you’ll own.
RDB is growing. You’ll have opportunities to shape how we work, contribute ideas, and take on new responsibilities as your skills and interests develop.
What you’ll actually do
Lead the tax work and the client relationship
Own your engagements. Manage tax compliance and planning for individuals and closely held businesses, with trust, estate, real estate, and other assignments appropriate to your experience.
Review with purpose. Review returns and workpapers for accuracy, completeness, and sound technical conclusions. Complete complex preparation when needed and give staff clear, actionable feedback.
Follow the financial trail. Understand how related entities and owner returns connect. Review financial statements, reconciliations, journal entries, basis, fixed assets, and other book-to-tax items. Recognize when the accounting needs attention before the return can move forward.
Bring recommendations. Research unusual issues, document the facts and authority, and explain your conclusions. Know when a significant position or unresolved question needs partner input.
Make the client experience better. Explain tax results, planning opportunities, and information requests clearly. Help clients understand what matters and what happens next.
Manage scope and fees. Monitor engagement budgets, identify additional services, and coordinate approval before making new commitments about work, fees, or timing. Handle billing responsibilities for assigned engagements under firm procedures.
See the process through. Coordinate with accounting, advisory, and client-service teammates on information gathering, extensions, estimates, e-filing, secure delivery, and outstanding items.
Develop people and keep projects moving
Delegate thoughtfully. Match assignments to experience and capacity, explain expectations, and give people enough context to do the work well.
Make review useful. Explain the reasoning behind your notes, recognize patterns, and help staff become more capable and independent.
Keep the work visible. Maintain clear project status, ownership, deadlines, and open questions. Raise capacity concerns before the team is in a deadline-day scramble.
Contribute to the team’s growth. Participate in hiring, onboarding, training, and performance discussions in coordination with firm leadership.
Improve how we operate. Help document processes, strengthen review standards, and prioritize practical improvements alongside client responsibilities.
Use technology like you mean it
We want someone who understands the work well enough to make the systems better.
Make Excel earn its keep. Build and review traceable workpapers, analyze financial information, and use formulas, lookups, pivot tables, and data cleanup appropriately.
Know what went into the software. Understand and validate current-year activity, carryforwards, fixed assets, and other tax data. Experience with UltraTax CS is helpful; strong experience with a comparable professional platform is welcome.
Learn the broader workflow. Our work involves systems such as Practice CS, Workpapers CS, SurePrep, SafeSend, SharePoint, Notion, Missive, QuickBooks, and Double. You don’t need to arrive knowing every platform. You do need to be comfortable learning…