Senior Manager, Tax

Salary: $120,000 - $170,000 per year

About the role

We are seeking a Senior Tax Manager to work directly with clients and wealth management teams to review and implement tax strategies. This role is responsible for managing all tax-related matters, including compliance, reporting, planning, and consulting, ensuring a coordinated financial strategy that aligns with each client’s goals and values.

Responsibilities

• Provide guidance, instruction, direction, and leadership to the tax team to achieve results, build expertise, and inspire the next generation of tax leaders.
• Participate in obtaining new clients in partnership with strategic relationships and community networks.
• Manage client relationships and retention; ensure deadlines are met and client questions and needs are addressed on an ongoing basis.
• Collaborate with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts, and miscellaneous tax and financial planning projects.
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, related work papers, and financial statements.

Requirements

• Bachelor’s degree required.
• 8+ years of tax experience working in a private or public accounting firm or financial planning firm.
• CPA or EA required.
• Minimum of 5 years of experience in a tax management role, preferably in the mortgage industry.
• Strong knowledge of federal and state tax laws and regulations.
• Proficiency in tax software (CCH or GOSystem preferred).
• Experience in tax consulting and planning, particularly for high-net-worth individuals.
• Experience in tax review and audit processes.
• Excellent analytical and problem-solving skills.
• Strong leadership and team management skills.
• Excellent communication and presentation skills.
• Ability to work under pressure and meet tight deadlines.

Benefits

• 401(k) matching
• Health insurance
• Paid time off
• Bonus opportunities
• Great culture
• Work-life balance