Associate Tax Manager

About the Company

Lavallee & Company is a well-established and family-rooted CPA firm based in Vermont, proudly serving clients with trusted tax and accounting services since 1999. Known for its strong values and client-centric approach, the firm has cultivated a close-knit team of CPAs, full-time staff, and seasonal interns. Lavallee & Company emphasizes work-life balance, professional growth, and a collaborative environment where individuals thrive both personally and professionally.

This is more than a job - it's a long-term career opportunity with the potential for future ownership for the right candidate.

Role Overview

The Source and Recruit Company has been exclusively retained to assist Lavallee & Company in the recruitment of an Associate Tax Manager to join its Vermont-based team.

This key leadership role will be responsible for preparing and reviewing a wide variety of tax returns, managing client relationships, mentoring junior staff, and contributing to the firm's operational leadership. The ideal candidate is a CPA with solid public accounting experience, a strategic mindset, and a passion for delivering high-quality, personalized service.

This position is ideal for someone seeking to grow into firm leadership and ownership within a people-first workplace.

Key Responsibilities

• Prepare and review individual, partnership, corporate, and trust / estate tax returns
• Provide mentorship and supervision to junior accounting staff, fostering professional development
• Manage and deepen relationships with existing clients, while contributing to ongoing business development
• Offer accounting support and client onboarding, particularly with QuickBooks Desktop and QuickBooks Online
• Assist in tax planning and ensure compliance with federal and state tax regulations

Qualifications

• Active CPA license required
• Minimum of 3 years' public accounting experience focused on tax preparation and review
• Strong communication and interpersonal skills, with the ability to collaborate effectively with clients and team members
• Proficiency in Microsoft Excel and Word
• Experience with QuickBooks Desktop and QuickBooks Online
• Familiarity with UltraTax software is a plus but not required

Compensation & Benefits

• Competitive salary range of $85,000 - $105,000, based on experience
• 401(k) with safe harbor match
• Health insurance coverage
• 3 weeks of paid time off to start
• Flexible schedule with partial remote work options
• Supportive and collaborative work environment
• Long-term team stability with future ownership potential for the right individual

A Warm Invitation to Apply

The Source and Recruit Company is proud to partner with Lavallee & Company in this important search. All inquiries and candidate submissions will be handled with the utmost confidentiality.

Those seeking a long-term career path within a highly respected and people-focused firm are encouraged to apply. This is an opportunity to join a team that values integrity, relationships, and professional excellence - where the door to future leadership is truly open.

Equal Opportunity Statement

Lavallee & Company and The Source and Recruit Company are equal opportunity employers. Applications from candidates of all backgrounds and experiences are welcomed. Both organizations are committed to fostering a workplace that respects and celebrates diversity and inclusion.