Tax, Accounting & Advisory Manager

Job Description

Tired of the traditional tax season grind and corporate silos? Harper & Co. is built differently. We're seeking a CPA to step into a leadership role where you'll focus on high-level client strategy and team development, while we handle the repetitive tasks. If you're a leader who wants to have a direct impact, this is your opportunity.

About Us

We are not your typical accounting firm. Founded by Glenn Harper and Julie Smith, Harper & Co. was established to be a strategic partner for entrepreneurs, going far beyond compliance to provide the clarity and guidance that helps businesses—and their people—thrive.

We are an award-winning firm known for our innovative approach, blending the heart of a small business with the efficiency and expertise of a top-tier advisory firm. Our team is empowered with cutting-edge technology and a supportive culture that champions collaboration and continuous improvement. Harper & Co. is defined by our core values: genuine Teamwork, unwavering Integrity, and a relentless pursuit of Quality and innovation.

Join us, and be more than an accountant - be a trusted advisor

Summary of Responsibilities

We are seeking a highly motivated and experienced Tax & Accounting & Advisory Manager to join our growing team. This leadership role is responsible for managing client engagements, overseeing financial reporting and tax compliance, and mentoring junior staff. The ideal candidate has a strong technical background in accounting and taxation, excellent communication skills, and the ability to deliver exceptional client service in a fast-paced advisory environment.

Essential Functions

Client Advisory & Relationship Management

Act as the primary point of contact and trusted advisor for a portfolio of high-level client relationships.

Build and maintain long-term client partnerships, providing strategic guidance to help them achieve their business and personal financial goals.

Identify and develop opportunities for additional value-added services for existing clients.

Assist in the onboarding process for new clients, assessing their comprehensive tax and accounting needs.

Tax Compliance & Strategy

Oversee the preparation and review of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.

Conduct tax research and provide proactive tax planning and advisory services to minimize liability and ensure compliance.

Manage and respond to IRS and state agency audits, notices, and inquiries.

Financial Reporting & Accounting Oversight

Oversee monthly, quarterly, and annual financial reporting and bookkeeping processes for clients.

Review and analyze financial statements to ensure accuracy and compliance with GAAP.

Provide clients with financial insight and data-driven guidance to support strategic decision-making.

Team Leadership & Development

Manage, mentor, and hold accountable a team of accounting professionals.

Review work product for quality, accuracy, and adherence to firm standards.

Provide training, support, and constructive feedback to foster team growth.

Participate in the recruitment and performance evaluation processes for the team.

Education, Experience, and Skills Required

A minimum of 5-7 years of progressive experience within a public accounting or advisory firm.

An active CPA certification is required.

Bachelor's degree in Accounting, Finance, or a related field; a Master's in Taxation is highly preferred.

Comprehensive, hands-on knowledge of U.S. tax code, GAAP, and financial reporting standards.

Proven proficiency with industry-standard accounting and tax software (e.g., QuickBooks, UltraTax, or similar platforms).

Exceptional analytical and problem-solving abilities with a keen attention to detail.

Outstanding interpersonal and communication skills, with a proven ability to build strong client relationships.

Superior organizational skills and a demonstrated ability to prioritize and manage multiple deadlines and client needs effectively in a fast-paced environment.

Compensation

Competitive base salary: $120,000-$150,000 per year

Profit Sharing and Performance Bonuses Opportunities

401(k) Match: 4%

Health, Dental & Vision Insurance

Life Insurance

Unlimited PTO

Paid Continuing Education

How to Apply

Submit your most recent resume

We have a formal recruiting process and have a relationship with Zephyr Connects LLC, whom we use for the screening and hiring process. If you are selected for the next step you will get instructions from Svitlana Diak within 3 days of your submission. Everyone will be contacted.

Harper & Co. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Harper & Co. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Alternative job titles: Accounting Manager, Tax Manager, Senior Tax Manager, Controller, Client Service Manager, Accounting, VP of Finance, Director of Finance

ZC1

Full-time