Senior Tax Manager

Posted 20hrs ago

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Job Description

Senior Tax Manager converting and managing tax clients for an accounting firm. Reviewing complex returns, planning tax savings, researching issues, and supervising tax staff remotely.

Responsibilities:

  • Convert prospective clients to actual clients
  • Manage clients, including staffing assignments
  • Review and prepare high-complexity tax returns for individuals and some businesses
  • Manage projects
  • Handle client acquisition and onboarding
  • Perform tax planning focused on clients’ tax savings and ongoing tax opportunities
  • Research complex tax issues and develop resolutions
  • Perform data analytics and skillful problem-solving
  • Supervise 2–4 staff members
  • Communicate with clients and coordinate with their other advisors

Requirements:

  • 5+ years public accounting experience in the area of individual and business taxation (Fiduciary taxation is a plus)
  • Bachelor of Accounting required
  • Master’s in taxation is a plus
  • CPA or EA preferred
  • Prior experience managing engagements and clients
  • Ability to organize and prioritize work
  • Ability to work independently, but also work well with others
  • Ability to manage multiple workstreams simultaneously
  • Strong technology skills, including Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA
  • AI fluency, including ability to deploy AI tools for tax research and analysis and verify outputs against primary authority
  • Prior experience with ProFx or Access Tax is preferred
  • Authorized to work in the US; visa sponsorship requirements addressed in application