Accounting & Tax Manager
Plano, TX
Part Time to Full Time
Manager/Supervisor
The Opportunity
Walton CPA PC is a growing accounting and advisory firm looking for an Accounting & Tax Manager who thrives on ownership, precision, and client impact. This role is ideal for someone who wants to lead, improve processes, and deliver high-quality accounting and tax work without chaos or micromanagement.You will manage client relationships, oversee accounting and tax engagements, and develop team members—while helping us scale the firm the right way.
The Scorecard (What Success Looks Like)
MissionEnsure accurate, timely, and compliant accounting and tax services for assigned clients while leading and developing staff and improving firm processes.
Outcomes (12–18 Month Expectations)
- Client financials and tax returns are accurate, timely, and review-ready
- Clients feel confident, informed, and well-served
- Accounting and tax workflows run smoothly and predictably
- Team members are trained, accountable, and improving
- Errors, rework, and fire drills are rare
- Firm standards and best practices are consistently followed
Key Responsibilities
Accounting & Tax Oversight- Review monthly bookkeeping and financial statements prepared by staff
- Oversee and prepare business and individual tax returns
- Identify and resolve complex accounting and tax issues
- Ensure compliance with GAAP and tax regulations
- Serve as the primary point of contact for assigned clients
- Proactively communicate deadlines, issues, and recommendations
- Translate financial and tax concepts into clear, actionable guidance
- Manage, mentor, and develop accounting staff
- Review work and provide timely, constructive feedback
- Help onboard and train new team members
- Hold the team accountable to firm standards and deadlines
- Follow and improve documented workflows and procedures
- Identify inefficiencies and recommend better ways of doing things
- Maintain clean, organized, and well-documented workpapers
The Competencies (Who You Are)
We are looking for someone who demonstrates:- Attention to Detail – Work is accurate, complete, and review-ready
- Ownership Mentality – You take responsibility and follow through
- Leadership – You develop people and raise the bar
- Client-Focused Communication – Clear, professional, and proactive
- Problem Solving – You identify issues and fix root causes
- Time & Priority Management – Deadlines are met without drama
- Integrity – You do the right thing, even when no one is watching
Experience & Qualifications
- 5+ years of public accounting experience (tax and accounting)
- Experience reviewing bookkeeping and tax returns
- Prior leadership or supervisory experience preferred
- Strong knowledge of business and individual taxation
- CPA or EA required
- Experience with software such as QuickBooks Online, Xero, or Ultra Tax a plus)
What This Role Is Not
- This is not a data-entry position
- This is not a purely seasonal tax role
- This is not a role for someone who needs constant direction
Why Join Us
- Stable, growing firm with long-term vision
- Reasonable workloads and realistic deadlines
- Emphasis on quality, systems, and people—not chaos
- Opportunity to influence how the firm operates and grows
- Competitive compensation and benefits based on experience
How to Apply
If you’re an A-player who wants clear expectations, meaningful work, and room to grow, we’d love to hear from you.Please submit your resume and a brief cover note explaining:
- Why this role fits you
- What “great work” means to you
Apply for this position
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