Tax Manager
Sweeney Conrad
Job Description
This role is at Sweeney Conrad, part of the Ascend network recognized by Accounting Today and Puget Sound Business Journal.
Tax Manager
As trusted advisors and dedicated partners, our highly motivated tax managers work with other team members to provide closely held companies and high net worth individuals with tax and accounting services (including planning, consulting, research, and compliance) that meet their present needs and help them secure a prosperous future. Tax managers have full client responsibility and play an integral role in developing our tax staff into future firm leaders. They also represent Sweeney Conrad in the community and develop referral relationships with professionals in related industries.
The Tax Manager is responsible for overseeing tax engagements, managing client relationships, and providing technical tax expertise to ensure high‑quality service delivery. The position reports directly to the Tax Partner and is based in Kirkland, Washington, with a hybrid work schedule.
Responsibilities
- Manage and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, trusts, and other entities
- Develop and maintain strong client relationships by serving as a trusted advisor and primary point of contact
- Review work prepared by associates and seniors, providing technical guidance, coaching, and constructive feedback
- Manage multiple engagements simultaneously, ensuring projects are completed accurately, timely, and within budget
- Identify opportunities to improve client tax positions and support long‑term financial goals
- Contribute to business development efforts by identifying opportunities within existing client relationships and supporting prospective client initiatives
- Stay current on changes in tax laws, regulations, and industry trends to ensure compliance and deliver proactive guidance
- Perform other duties as assigned by the department managers
Qualifications
- 5 to 10 years of public accounting tax experience, including experience managing client engagements
- Experience managing individual and entity client engagements
- Minimum bachelor’s degree in Accounting or Taxation
- Active CPA license or Enrolled Agent (EA) credential
- Strong tax compliance experience with individuals, partnerships, S corporations, trusts, and other business entities
- Experience reviewing tax returns and workpapers, ensuring accuracy, completeness, and compliance with applicable regulations
- Experience serving high‑net‑worth individuals and closely held businesses
- Proficiency in Microsoft Office Suite and demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties
- Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners
- Ability to work effectively in a diverse team environment
Pay Range
The pay range for this role is $100,000 – $150,000 per year. Actual compensation may vary based on various factors, including experience, education, and/or skill level.
Benefits
For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; employer‑paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 12 paid holidays.
EEO Statement
At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
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