Job description:
Join a growing tax firm in Largo, FL as a Tax Project Manager (CPA or EA)! Lead workflow, allocate projects, and manage a small team preparing 1040, 1041, and business returns. Flexible schedule, great culture, and growth potential. Perfect for tax professionals seeking leadership in a people-first firm.
About Us
At Claire’s Tax Service, we’re a privately owned, full-service tax and accounting firm located in Largo, Florida. We serve individuals, small businesses, and trusts year-round, providing expert tax preparation, accounting, and advisory services.
We’re a small but growing firm that values teamwork, accuracy, and work-life balance. Our office culture is supportive, collaborative, and built around helping each other succeed — especially during tax season when teamwork truly matters.
If you’re a tax professional, CPA, or Enrolled Agent (EA) who thrives on organization, leadership, and managing complex tax workflows, this role offers a clear path to long-term growth and leadership within our firm.
About the Role
We’re hiring a Tax Project Manager (also known as a Tax Manager) to oversee the workflow and project management of our tax department. This position goes beyond preparing returns — you’ll manage team scheduling, workload allocation, and process improvement to ensure every return moves through the firm efficiently and accurately.
You’ll play a critical leadership role, ensuring that our tax team meets deadlines, follows best practices, and delivers exceptional client service. Over time, this position will grow into a department management role involving team development, scheduling, reviews, and performance oversight.
Key Responsibilities
Manage the full tax preparation workflow for individual, business, and trust tax returns (Forms 1040, 1041, 1120, 1065, etc.)
Assess team capacity and allocate projects based on preparer strengths, experience, and workload
Oversee tax project timelines, ensuring all returns are completed accurately and on schedule
Maintain compliance with firm SOPs, quality control, and review procedures
Train and mentor junior tax preparers to enhance efficiency, accuracy, and technical knowledge
Review returns for accuracy before final partner review
Communicate with management on project status, bottlenecks, and team performance
Develop and refine tax department processes to improve efficiency and turnaround time
Participate in leadership meetings and assist with staff scheduling, performance evaluations, and team management
Qualifications
Active CPA or Enrolled Agent (EA) license required
3–5+ years of tax experience within a public accounting firm or privately owned tax office
Strong background in tax preparation and review (1040, 1041, 1120, 1065, etc.)
Proven experience in project management, workflow coordination, or tax operations management
Demonstrated success managing or leading a small team
Proficiency in QuickBooks, Drake, or similar tax software
Strong communication and organizational skills with exceptional attention to detail
Comfortable working in a fast-paced, collaborative small-firm environment
Schedule & Expectations
Starts as part-time, with the opportunity to grow into a full-time management role
Overtime expected during tax season (January – April)
Flexible scheduling and lighter hours during the off-season
Year-round position (not seasonal)
In-person only – Largo, FL office
Benefits
401(k) with employer match
Paid time off and bereavement leave
Flexible schedule outside of tax season
Professional development & training opportunities
Career advancement potential into department management
Retirement plan
How to Apply
Submit your resume via Indeed.
Text 410-458-2497 after submitting your application with your name and the position title.
Applications that do not complete this step may not be reviewed.
Please note: Remote work is not available — this position requires in-office collaboration in Largo, FL.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Bereavement leave
Continuing education credits
Flexible schedule
Paid sick time
Paid time off
Paid training
Work Location: In person
