Finance and accounting operations
10 CPA firm tax managers
These ten CPA firm tax managers hold tax manager or senior tax manager roles at CPA and public accounting firms. A reader can learn how CPA firm tax managers run their tax engagements from people who have held the role.
Professionals to explore
01—10Brian Jensen
LinkedInExperience: Senior Tax Manager · Carver Florek & James
Senior Tax Manager at Carver Florek & James in Utah since 2024, after Senior Tax Manager roles at Haynie (2024) and Richey May Utah (2023–2024) and Tax Manager roles at Jones Simkins LLC (2019–2023). He describes himself as a CPA specializing in partnership, S-corporation and M&A tax work and technical research, with experience in real estate, construction and service industries.
Craig Pegler
LinkedInExperience: Tax Manager · James Moore & Co.
Tax Manager at James Moore & Co. in Florida since 2026. His earlier rows at the firm are Staff Accountant (2020–2023), Associate Accountant (2023), Senior Accountant (2023–2024) and Tax Services Supervisor (2024–2026). His headline describes him as a tax manager and operational and advisory specialist at James Moore & Co.
Julia Kang
LinkedInExperience: Tax Manager · O'Malley & Berberich CPAs, P.C
Tax Manager at O'Malley & Berberich CPAs, P.C. in the Phoenix area since 2021. She writes that she conducted initial calls and interviews with prospective clients, analyzed their situations and planned engagements, with an onboarding rate above 85%. She was also Accounting Controller at Paul Carlson, CPA (2019–2021) and a Senior at Deloitte (2004–2009).
Kayleen Fischer
LinkedInExperience: Tax Manager · Meletis & Munsch LLP
Tax Manager at Meletis & Munsch LLP in the Philadelphia area since 2024, and a CPA specializing in tax and business consulting. She has held Tax Manager roles at several firms, including Gatto, Pope & Walwick, LLP (2020–2023), BDO USA (2018–2020) and Kuhn & Koviak, Inc. (2018), and worked as a self-employed CPA (2023–2024).
Kevin Iles
LinkedInExperience: Tax Manager · RSM US LLP
Tax Manager at RSM US LLP since 2024, after serving there as Tax Supervisor (2022–2024) and Senior Associate (2020–2022). He was a Tax Senior at Grant Thornton (2019–2020) and EY (2018–2019). His profile describes corporate tax work in the industrial and consumer products sectors, including ASC 740 tax provisions, corporate tax compliance and audit management.
Kristen Eby
LinkedInExperience: Tax Manager · Weiss & Company LLP
Tax Manager at Weiss & Company LLP since 2025, a CPA firm the profile says serves small to mid-sized businesses as well as individuals and families. She was previously a Tax Manager at Mowery & Schoenfeld (2010–2015), then spent nearly ten years at Banner Real Estate Group as Tax Accountant (2015–2024) and Tax Director (2024–2025).
Megan Cameron
LinkedInExperience: Tax Manager · Oehlke CPA
Tax Manager at Oehlke CPA since 2021, which the profile describes as a full-service CPA firm in Seguin, Texas offering accounting, payroll, consultation and tax services to individuals and businesses. She was also Tax Manager at Owens Consortium PLLC (2017–2024), where she was a Tax Accountant from 2012 to 2017, and a Tax Accountant at Fisher, Herbst & Kemble P.C. (2010–2012).
Meredith McGhee
LinkedInExperience: Manager, Tax · DMJPS PLLC
Manager, Tax at DMJPS PLLC in North Carolina since 2025, a firm the profile says provides tax, cost segregation, incentive advisory, international tax and assurance services. She was previously Tax Manager at Potter & Company (2021–2025) and Senior Tax Accountant at A. Quarles CPA, PLLC (2017–2021), and was a Tax Consultant at Progress Energy (2001–2006).
Michael Strauss
LinkedInExperience: Tax Manager · Crowe
Tax Manager at Crowe in Indianapolis since 2024, a firm the profile describes as a public accounting and consulting firm, after serving there as Tax Staff (2020–2021) and Senior Staff (2021–2024). Before Crowe he was a Tax Accountant at Duke Realty Corporation (2015–2020) and a Senior Compliance Analyst at DuCharme, McMillen & Associates (2020).
Robert Wager
LinkedInExperience: Senior Tax Manager · Whitley Penn
Senior Tax Manager at Whitley Penn in the Houston area since 2022, after a year as Tax Manager at Squire (2021–2022). He was Corporate Tax Manager at Ternberg & Coombs LLP (2002–2012), then Corporate Controller at Results Based Leadership Group and owner of Robert Wager Inc (2012–2021). He writes that he approaches managing teams from the outside in, taking stakeholders and customers into account.
Choose the right perspective
Match the person's firm size to your question, since a manager at a local practice and one at a national firm work with different clients, review layers and software. Consider the person's client focus, since managers serving individuals and closely held businesses see different problems from those handling corporate tax provisions.
Questions to take into the conversation
- 01How do you plan and staff the review of returns during busy season?
- 02Which tasks in your tax workflow take the most time, and what tools have helped?
- 03How do you decide when a client issue needs a partner's involvement?
Reaching CPA firm tax managers
How can I contact one of these CPA firm tax managers?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Carver Florek & James; James Moore & Co. and O'Malley & Berberich CPAs, P.C, based on profile data retrieved on October 9, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach CPA firm tax managers?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
Can an AI agent ask one of these CPA firm tax managers a question?
Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. x402 docs
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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