Tax Planning Manager

**At Accruity**, we’re building something meaningful — for our clients and for each other. We’re a people-focused accounting services firm that helps business owners get back to what they do best by handling the financial heavy-lifting with clarity, consistency, and care. We support nearly 100 clients across the country with scalable, high-quality accounting solutions — and we’re just getting started. We’re growing intentionally, investing in the right systems, structure, and culture to support great work and sustainable careers. Inside our team, we lead with trust, autonomy, and accountability — no micromanaging, no performative fluff. Just thoughtful self-starters doing real work, done well. We believe the right fit matters most. We look for people who take ownership, invest in relationships, and aim to raise the standard every day. Our ideal teammate is reliable, curious, collaborative, and committed to growing — someone who welcomes feedback, takes initiative, and values being part of something bigger than themselves. If you’re always learning and believe how you show up matters, we think you’ll thrive here. **ACCRUITY** **Tax Planning Manager** **Is this YOU…** • Able to collaborate well with visionaries and translate vision into repeatable delivery? • A strategic thinker who can develop and execute tax service plans at scale? • Passionate about helping clients reduce tax liabilities through advanced strategies? • Comfortable owning tax plan delivery and compliance accuracy for an assigned book of clients? • Someone who takes a planning framework and executes it consistently, season after season? • Energized by direct client relationships and being the go-to tax expert in the room? We're seeking a Tax Planning Manager to own tax plan delivery and compliance oversight for a dedicated set of clients at Accruity. Over the past year we stood up our tax division, built our core service offerings, and completed our first full compliance season. You'll step into a functioning team with an established planning framework, real client demand, and v1 systems already in place — your job is to deliver against that framework at a consistently high standard, not to build it from scratch. What You’ll Do · **Client Tax Plan Delivery –** Deliver tax plans and compliance work directly to your assigned book of clients, applying Accruity's established planning framework to identify and execute tax-saving strategies. · **Timely Filing Oversight –** Own the completion, accuracy, and deadlines of filings for your clients - keeping engagements on schedule through the compliance season and escalating risk early. · **System & Engagement Accuracy –** Maintain accurate, well-documented work papers and engagement records in our tax systems, supporting clean handoffs and audit-ready files. · **Tax Subject Matter Expertise –** Serve as the technical tax expert on shared client engagements - collaborating with the Insights delivery lead to review deliverables and partnering with account management on complex planning questions. What We’re Looking For • CPA, EA, or JD in Taxation — required to deliver compliance and advisory services. • 4+ years of experience in tax compliance, preparation, and advisory work. • Strong knowledge of real estate and service-based business taxation and entity structuring. • Proven ability to manage a book of client engagements accurately and on deadline. • Comfort working inside established systems, SOPs, and a defined planning framework. • Clear client-facing communication skills and a service-minded approach to relationship management. • Familiarity with tax technology platforms; comfort adopting AI-driven tooling a plus. **Why Join Us?** • **High-Growth Opportunity –** This isn’t just another tax job. It’s a chance to take a tax division through its highest-growth phase — from a proven v1 foundation to full scale — with a firm that is fast scaling. • **Entrepreneurial Culture –** We operate like a startup within the accou…