Senior Tax Manager

We are seeking an experienced Tax Manager or Senior Tax Manager to serve as a key leader within our firm. This individual will oversee tax compliance and planning engagements while helping shape the future direction of our tax practice.

The ideal candidate is technically strong client-focused entrepreneurial and excited about leveraging technology to improve processes enhance client service and create capacity for higher-value advisory work.

This position offers significant exposure to firm leadership direct client relationships team development process improvement initiatives and future advancement opportunities.

What Youll Do

• Review complex individual partnership S corporation corporation trust and estate tax returns
• Develop and implement proactive tax planning strategies for clients
• Serve as a trusted advisor to business owners and high-net-worth individuals
• Lead client meetings and communicate tax strategies in a practical understandable manner
• Mentor develop and coach staff accountants and seniors
• Identify opportunities to improve efficiency through technology automation and process improvement
• Collaborate with firm leadership on strategic initiatives and practice development
• Assist with workflow management scheduling and quality control
• Stay current on tax legislation and emerging developments affecting clients

Responsibility to Yourself

• Growth minded
• Accountable
• Curious
• Adaptable
• Committed to continuous learning

Responsibility to Clients

• Trusted advisor
• Excellent communicator
• Strategic thinker
• Problem solver
• Client focused

Responsibility to the Firm

• Team-first mentality
• Mentor and coach
• Embraces change
• Technology forward
• Committed to continuous improvement

Responsibility to Innovation

• Challenges the status quo
• Seeks better ways to serve clients
• Leverages technology and automation
• Looks for opportunities to create efficiency and scale

Qualifications

• CPA license required
• 7 years of public accounting tax experience
• Strong background in business and individual taxation
• Experience reviewing complex tax returns and tax planning engagements
• Proven ability to manage client relationships
• Prior experience supervising and developing staff
• Strong communication and leadership skills
• Experience with tax technology platforms and workflow systems preferred
• Advisory mindset and entrepreneurial spirit strongly preferred