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.

Passion for tax law and its practical applications.

Ability to work independently and as part of a team.

Strong attention to detail and organizational skills.