Passthrough Tax Senior Manager

Duties & Responsibilities

• Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns
• Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
• Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
• Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
• Maintain engagement profitability through managing budgets, billing, and client expectations effectively
• Participate actively in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Requirements

• A Bachelor’s degree and/or Master’s degree in Accounting
• Active CPA license required
• 8+ years of progressive public accounting experience, with a focus on Passthrough Tax compliance and consulting, including preparation and review of partnership and S corporation returns (Forms 1065 and 1120S)
• Experience with multi-state tax filings and nexus considerations
• Proven expertise in overseeing complex client engagements and delivering high-quality client service
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
• Experience supervising, training, developing, and reviewing the work of staff and senior associates

Qualifications

Strong analytical and problem-solving skills.

Excellent interpersonal and communication skills.

Ability to manage multiple tasks and projects simultaneously.

Self-starter with a proactive approach to work.

Passionate about helping clients achieve their financial goals.