Senior Tax Manager
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Job Description
Tax Senior Manager leading complex individual and business tax compliance, planning, and advisory services. Managing client relationships, return reviews, tax research, and a team of 2 to 4.
Responsibilities:
- Convert prospective clients into engaged clients and lead onboarding from start to finish
- Manage a book of individual and business clients, including staffing assignments and engagement workflow
- Perform first and second (final) review on high-complexity returns for individuals and businesses, and sign returns
- Lead proactive tax planning focused on client tax savings and ongoing opportunities
- Research complex tax issues and develop well-supported resolutions
- Apply data analytics and strong problem-solving to client situations
- Supervise, review, and develop a staff of 2 to 4 team members
- Communicate directly with clients and coordinate with attorneys, financial advisors, and other advisors
- Manage multiple workstreams and project timelines across the client base
Requirements:
- 10+ years of public accounting experience in individual and business taxation
- Bachelor's degree in Accounting required
- Master's in Taxation a plus
- CPA or EA preferred
- Proven experience managing engagements and client relationships, including signing or final review of returns
- Fiduciary (trust and estate) taxation experience a plus
- AI fluency: able to use AI tools to accelerate tax research and analysis while verifying outputs against primary authority and managing iterative refinement
- Strong technology skills in a paperless office: Word, Excel, QuickBooks (Online and Desktop), Adobe Pro, CFS Payroll, and BNA
- Experience with ProFx or Access Tax preferred
- Highly organized, able to prioritize and manage multiple workstreams, and equally effective working independently or with a team
Benefits:
- Strong base and discretionary bonus, commensurate with experience
- Medical Benefits
- 401(k) with up to 4% salary match (eligibility after 1 year)
- Fully paperless, technology-forward work environment
- Opportunity for long-term growth within a rapidly expanding practice
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