Senior Tax Manager
Senior Tax Manager
Posted on :
11-09-2025
Employer Active
1 Vacancy
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Job Description
Job Responsibilities
Serve as clients trusted advisor demonstrate knowledge of industry
trends identify client issues and conflicts; proactively communicate
solution options to client and team
Technical planning and advising of clients that include high-
net-worth individuals/families as well as trusts and estates
Manage multiple Estate Gift and Fiduciary client tax
engagements simultaneously.
Review complex estate (Form 706) gift (Form 709) and
fiduciary (Form 1041) income tax returns including related tax
schedules forms and fiduciary accounting documents.
Manage staff on engagement deliverables (such as tax returns work
papers etc.); complete technical and strategic reviews as a member of
the final engagement review team to ensure quality control standards
are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client
responsibilities including knowledge of trends industries alternatives
etc.
Reviewing complex tax returns including international federal
and multi-state returns for high net worth individuals trusts &
estates and foundations and their associated C Corporations
S corporations and partnerships
Understanding your clients goals and needs and servicing clients
directly
Owning client relationships and work
Serve as clients trusted advisor demonstrate knowledge of industry
trends identify client issues and conflicts; proactively communicate
solution options to client and team
Technical planning and advising of clients that include high-
net-worth individuals/families as well as trusts and estates
Manage multiple Estate Gift and Fiduciary client tax
engagements simultaneously.
Review complex estate (Form 706) gift (Form 709) and
fiduciary (Form 1041) income tax returns including related tax
schedules forms and fiduciary accounting documents.
Manage staff on engagement deliverables (such as tax returns work
papers etc.); complete technical and strategic reviews as a member of
the final engagement review team to ensure quality control standards
are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client
responsibilities including knowledge of trends industries alternatives
etc.
Reviewing complex tax returns including international federal
and multi-state returns for high net worth individuals trusts &
estates and foundations and their associated C Corporations
S corporations and partnerships
Understanding your clients goals and needs and servicing clients
directly
Owning client relationships and work
Strategizing with Partners regarding tax planning
Provide clients with recommendations and guidance on how to achieve
their goals and assist in identifying opportunities for growth with
clients
Researching tax issues and providing guidance to clients
Working closely with staff and assisting senior management in
mentoring coaching training supervising and evaluating staff
Foster a team environment; demonstrates support of management and
decisions and build a positive culture
Participate in practice development activities that lead to the
generation of new business and the opportunities for cross-serves
Building effective long-term relationships with our clients
understanding their unique needs to provide a tailored service.
Other Duties:
Please note this job description is not designed to cover or contain a
comprehensive listing of activities duties or responsibilities that are
required for this job. Duties responsibilities and activities may change from
time to time with notice whenever possible but not guaranteed.
Job Qualifications
Bachelors or Masters degree in Accounting or Taxation
8 years of technical tax experience in public accounting or related
field 3 in managerial role
Strong experience with individual taxation (high net worth)
CPA EA or JD certification is required
Researching tax issues to develop effective tax planning strategies
Demonstrated ability to communicate verbally and in writing
throughout all levels of organization both internally and externally
Demonstrated leadership and supervisory ability strong operational
and project management skills
This is a full-time position with standard hours of Monday through Friday
8:00 a.m. to 5:00 p.m. Additional hours including some evenings and
weekends will be required during peak busy seasons
Provide clients with recommendations and guidance on how to achieve
their goals and assist in identifying opportunities for growth with
clients
Researching tax issues and providing guidance to clients
Working closely with staff and assisting senior management in
mentoring coaching training supervising and evaluating staff
Foster a team environment; demonstrates support of management and
decisions and build a positive culture
Participate in practice development activities that lead to the
generation of new business and the opportunities for cross-serves
Building effective long-term relationships with our clients
understanding their unique needs to provide a tailored service.
Other Duties:
Please note this job description is not designed to cover or contain a
comprehensive listing of activities duties or responsibilities that are
required for this job. Duties responsibilities and activities may change from
time to time with notice whenever possible but not guaranteed.
Job Qualifications
Bachelors or Masters degree in Accounting or Taxation
8 years of technical tax experience in public accounting or related
field 3 in managerial role
Strong experience with individual taxation (high net worth)
CPA EA or JD certification is required
Researching tax issues to develop effective tax planning strategies
Demonstrated ability to communicate verbally and in writing
throughout all levels of organization both internally and externally
Demonstrated leadership and supervisory ability strong operational
and project management skills
This is a full-time position with standard hours of Monday through Friday
8:00 a.m. to 5:00 p.m. Additional hours including some evenings and
weekends will be required during peak busy seasons
Employment Type
Full-time
Key Skills
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