Tax & Consulting Manager

Tax & Consulting Manager - Lewes, DE

Drive tax excellence-mentor accountants, manage tax preparation, and help clients achieve their financial goals as the Tax & Consulting Manager in Lewes, Delaware.

The Tax & Consulting team serves as a trusted partner, helping clients achieve long-term success through proactive tax strategy and financial planning. The Manager supports wealth strategy specialists and advisors in delivering comprehensive tax and planning solutions that align with each client's unique goals.

This role oversees tax preparation services and leads the training, development, and supervision of Staff Accountants, Senior Accountants, and Supervisors. The Manager provides technical guidance, ensures compliance, and upholds a culture of excellence and collaboration.

Key Responsibilities

Tax

• Lead the tax department, providing guidance, review, and oversight of all team members.
• Manage training, development, and performance for staff and senior accountants, supervisors, and associates.
• Stay current on tax law changes, ensuring consistent and compliant implementation.
• Review moderate to complex tax returns (individual, fiduciary, partnership, and corporate).
• Oversee and review client analyses including social security, stock options, Roth conversions, and other tax-related projections.
• Conduct research on complex transactions and communicate findings.
• Assist in implementing tax planning and consulting strategies.
• Support senior leadership in business development initiatives.
• Foster a culture of continuous improvement and professional development.

Business Services (Consulting)

Financial Planning

Supervisory Responsibilities

Requirements

Education

Experience

Preferred Qualifications

Additional Details

Compensation & Benefits

This position offers the opportunity to lead a respected tax and consulting practice, contribute to a high-performing culture, and make a lasting impact on both clients and team members.