Senior Tax Manager
Archer Lewis · Wilmington, NC · 3 wk ago
Hybrid$134k–$167k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "Our Story", "Your Future Team", "What You’ll Do", "What You’ll Bring", compensation range, hybrid work arrangement, bonus, etc. We need to use for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we need to strip out "Applicant Privacy Notice", "Equal Employment Opportunity", "Work Authorization Requirement". Also remove "Our Story" maybe not a standard heading; but we can treat as "About the firm"? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We have:
- About the firm: "Our Story Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs. Your Future Team MPW Partners & Co LLC is a full-service accounting firm located in Wilmington, North Carolina, with more than 25 years of experience helping individuals and businesses navigate their accounting, tax, and financial needs. The firm provides tax preparation and planning, accounting and bookkeeping, QuickBooks consulting, fractional CFO support, and business and financial advisory services across a variety of industries. At the heart of MPW Partners is a commitment to meaningful, long-term client relationships and personalized service"
That's about the firm/team. Could be "About the role"? Actually "About the role" is more about the job description. But we have "What You’ll Do" which is responsibilities. "What You’ll Bring" is qualifications/requirements. Compensation range is Pay. Hybrid work arrangement after training is Schedule? Actually schedule/hybrid work arrangement. Bonus is Benefits? Could be Benefits includes bonus, maybe also other benefits not listed. There's no explicit benefits besides bonus. So we can include Benefits section with the bonus info. Pay section with compensation range. Schedule section with hybrid work arrangement after training.
We need to ensure we don't include filler like "commensurate with experience". Not present.
We need to use
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we need to strip out "Applicant Privacy Notice", "Equal Employment Opportunity", "Work Authorization Requirement". Also remove "Our Story" maybe not a standard heading; but we can treat as "About the firm"? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We have:
- About the firm: "Our Story Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs. Your Future Team MPW Partners & Co LLC is a full-service accounting firm located in Wilmington, North Carolina, with more than 25 years of experience helping individuals and businesses navigate their accounting, tax, and financial needs. The firm provides tax preparation and planning, accounting and bookkeeping, QuickBooks consulting, fractional CFO support, and business and financial advisory services across a variety of industries. At the heart of MPW Partners is a commitment to meaningful, long-term client relationships and personalized service"
That's about the firm/team. Could be "About the role"? Actually "About the role" is more about the job description. But we have "What You’ll Do" which is responsibilities. "What You’ll Bring" is qualifications/requirements. Compensation range is Pay. Hybrid work arrangement after training is Schedule? Actually schedule/hybrid work arrangement. Bonus is Benefits? Could be Benefits includes bonus, maybe also other benefits not listed. There's no explicit benefits besides bonus. So we can include Benefits section with the bonus info. Pay section with compensation range. Schedule section with hybrid work arrangement after training.
We need to ensure we don't include filler like "commensurate with experience". Not present.
We need to use - for any list of duties/requirements/benefits. So for responsibilities (What You’ll Do) we have many bullet-like sentences but they are paragraphs. We can convert each sentence into
- items within a
. Similarly for qualifications (What You’ll Bring) we can list each requirement as - . For Benefits we have bonus and hybrid work arrangement? Actually hybrid is schedule. Benefits: eligible for annual performance-based bonus up to 15% of base salary. That's a benefit. Could also include maybe other benefits not listed. So we will list that as
- .
Pay: compensation range $134,000—$167,000 USD.
Schedule: Opportunity to transition to a hybrid work arrangement after training is completed.
We also might include "About the role" as a short paragraph summarizing the role? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which headings to include based on content. We have content for Responsibilities (What You’ll Do). We have content for Requirements/Qualifications (What You’ll Bring). We have Benefits (bonus). We have Pay. We have Schedule (hybrid). We might also include About the role as a brief summary: maybe combine "Our Story" and "Your Future Team" as about the firm/team. But the heading "About the role" is expected; we could put a short paragraph describing the role: "The Senior Tax Manager provides strategic leadership for the tax practice..." That's actually part of responsibilities. But we could still have an About the role section with a brief overview before responsibilities. However we must not repeat content. Could we put a short paragraph summarizing the role: "The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members." That's from the responsibilities section. If we put it there, we would duplicate. Better to not include About the role if it would be redundant. The instruction: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we can omit About the role if we don't have distinct content besides what's already in Responsibilities. However we could treat the first paragraph under "What You’ll Do" as the About the role summary. But we need to avoid duplication. Perhaps we can include About the role as a brief paragraph that is not duplicated elsewhere: maybe combine the first two sentences: "The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members. This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high-performing tax professionals." That is still part of responsibilities. But we could split: About the role = first sentence; Responsibilities = rest. That seems okay and not duplicate exactly. Let's do that.
Thus sections:
- About the role:
The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members.
- Responsibilities: - This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high-performing tax professionals.
... etc for each bullet.
We need to break the responsibilities list into items. The original responsibilities paragraph is long with many sentences separated by periods. We'll split each sentence into a - . Let's list them:
1. This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high-performing tax professionals.
2. The Senior Tax Manager plays a key role in practice growth, client retention, and delivering innovative solutions that help clients achieve their financial and business objectives.
3. Provide strategic leadership and direction for tax services, client engagements, and practice operations.
4. Lead, mentor, and develop tax professionals at all levels, including managers, seniors, and staff.
5. Review and oversee complex federal, state, local, and international tax returns for individuals, partnerships, corporations, trusts, and other entities.
6. Ensure compliance with applicable tax laws, regulations, professional standards, and firm policies.
7. Serve as the firm's technical resource on complex tax matters, regulatory updates, and tax law changes.
8. Develop and implement sophisticated tax planning strategies that help clients minimize tax liabilities and achieve business objectives.
9. Advise clients on complex transactions, mergers and acquisitions, restructurings, and other strategic tax matters.
10. Manage federal, state, and local tax audits, examinations, and tax controversy matters.
11. Serve as the primary liaison with taxing authorities and oversee the resolution of audit findings and tax disputes.
12. Oversee income tax provision and reporting processes, including ASC 740 compliance, when applicable.
13. Build and maintain strong client relationships while serving as a trusted business advisor.
14. Identify opportunities to expand client relationships and develop new business opportunities.
15. Participate in proposal development, networking activities, and practice development initiatives.
16. Drive process improvements, technology adoption, and operational efficiencies across the tax function.
17. Collaborate with firm leadership to support strategic growth initiatives and practice development goals.
That seems comprehensive.
Now Requirements/Qualifications: We have "What You’ll Bring". We'll split each sentence/requirement into
- . Let's list:
- Bachelor's degree in Accounting, Finance, or a related field required.
- Active CPA license required.
- Master's degree in Taxation, Accounting, or a related field preferred.
- Minimum of 7-10 years of progressive tax experience.
- Significant leadership experience managing tax professionals and client engagements.
- Extensive experience in public accounting, corporate tax, or a combination of both preferred.
- Strong expertise in federal, state, local, and international tax regulations.
- Advanced knowledge of tax compliance, tax planning, and tax advisory services.
- Experience managing complex tax audits, examinations, and controversy matters.
- Knowledge of ASC 740 and tax provision reporting requirements preferred.
- Proficiency with tax software such as CCH Axcess, ONESOURCE, or similar platforms.
- Strong analytical, strategic-thinking, and problem-solving capabilities.
- Demonstrated business development and client relationship management experience.
- Exceptional leadership, coaching, presentation, and negotiation skills.
- Excellent verbal and written communication skills with the ability to communicate effectively with executives, business owners, and stakeholders.
- Proven ability to manage multiple priorities, engagement teams, and client deadlines in a fast-paced environment.
We could also include "Opportunity to transition to a hybrid work arrangement after training is completed." That's schedule, not requirement.
Now Benefits: "Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance." That's a benefit.
Pay: "Compensation Range $134,000—$167,000 USD"
Schedule: "Opportunity to transition to a hybrid work arrangement after training is completed."
We should not include duplicated lines like "Opportunity to transition..." appears only once.
Now we need to output HTML fragment only, no markdown fences.
We'll structure:
About the role
The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members.
Responsibilities
- ...
...
Requirements
(or Qualifications). The instruction list includes Requirements, Qualifications, Skills. We have both requirements and qualifications; we can combine into Requirements section. Or we could have Requirements and Qualifications separate but we have content for both. Since the list includes both, we could make Requirements for mandatory items and Qualifications for preferred items. But simpler: use Requirements for all. We'll follow the instruction: use headings as appropriate. We'll include Requirements.
Requirements
- ...
...
Benefits
- Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance.
Pay
Compensation Range $134,000—$167,000 USD
Schedule
Opportunity to transition to a hybrid work arrangement after training is completed.
We must ensure no extra blank lines? It's fine.
Check for any boilerplate removed: we removed Applicant Privacy Notice, EEO, Work Authorization Requirement. Also removed "Our Story" and "Your Future Team" paragraphs? We used only a brief about the role; we omitted the firm description. Is that allowed? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. If we omit the firm description, we are losing substantive information about the company. That's not allowed. We need to include that information somewhere. Where could we put it? Perhaps under About the role we could include a brief description of the firm/team as part of the role context. But we must not duplicate. We could add a section "About the firm" but the allowed headings list does not include About the firm. However we could use About the
- . Similarly for qualifications (What You’ll Bring) we can list each requirement as
- . For Benefits we have bonus and hybrid work arrangement? Actually hybrid is schedule. Benefits: eligible for annual performance-based bonus up to 15% of base salary. That's a benefit. Could also include maybe other benefits not listed. So we will list that as
- .
Pay: compensation range $134,000—$167,000 USD.
Schedule: Opportunity to transition to a hybrid work arrangement after training is completed.
We also might include "About the role" as a short paragraph summarizing the role? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which headings to include based on content. We have content for Responsibilities (What You’ll Do). We have content for Requirements/Qualifications (What You’ll Bring). We have Benefits (bonus). We have Pay. We have Schedule (hybrid). We might also include About the role as a brief summary: maybe combine "Our Story" and "Your Future Team" as about the firm/team. But the heading "About the role" is expected; we could put a short paragraph describing the role: "The Senior Tax Manager provides strategic leadership for the tax practice..." That's actually part of responsibilities. But we could still have an About the role section with a brief overview before responsibilities. However we must not repeat content. Could we put a short paragraph summarizing the role: "The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members." That's from the responsibilities section. If we put it there, we would duplicate. Better to not include About the role if it would be redundant. The instruction: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we can omit About the role if we don't have distinct content besides what's already in Responsibilities. However we could treat the first paragraph under "What You’ll Do" as the About the role summary. But we need to avoid duplication. Perhaps we can include About the role as a brief paragraph that is not duplicated elsewhere: maybe combine the first two sentences: "The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members. This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high-performing tax professionals." That is still part of responsibilities. But we could split: About the role = first sentence; Responsibilities = rest. That seems okay and not duplicate exactly. Let's do that. Thus sections: - About the role:
The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members.
- Responsibilities:- This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high-performing tax professionals. ... etc for each bullet. We need to break the responsibilities list into items. The original responsibilities paragraph is long with many sentences separated by periods. We'll split each sentence into a
- . Let's list them: 1. This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high-performing tax professionals. 2. The Senior Tax Manager plays a key role in practice growth, client retention, and delivering innovative solutions that help clients achieve their financial and business objectives. 3. Provide strategic leadership and direction for tax services, client engagements, and practice operations. 4. Lead, mentor, and develop tax professionals at all levels, including managers, seniors, and staff. 5. Review and oversee complex federal, state, local, and international tax returns for individuals, partnerships, corporations, trusts, and other entities. 6. Ensure compliance with applicable tax laws, regulations, professional standards, and firm policies. 7. Serve as the firm's technical resource on complex tax matters, regulatory updates, and tax law changes. 8. Develop and implement sophisticated tax planning strategies that help clients minimize tax liabilities and achieve business objectives. 9. Advise clients on complex transactions, mergers and acquisitions, restructurings, and other strategic tax matters. 10. Manage federal, state, and local tax audits, examinations, and tax controversy matters. 11. Serve as the primary liaison with taxing authorities and oversee the resolution of audit findings and tax disputes. 12. Oversee income tax provision and reporting processes, including ASC 740 compliance, when applicable. 13. Build and maintain strong client relationships while serving as a trusted business advisor. 14. Identify opportunities to expand client relationships and develop new business opportunities. 15. Participate in proposal development, networking activities, and practice development initiatives. 16. Drive process improvements, technology adoption, and operational efficiencies across the tax function. 17. Collaborate with firm leadership to support strategic growth initiatives and practice development goals. That seems comprehensive. Now Requirements/Qualifications: We have "What You’ll Bring". We'll split each sentence/requirement into
- . Let's list:
- Bachelor's degree in Accounting, Finance, or a related field required.
- Active CPA license required.
- Master's degree in Taxation, Accounting, or a related field preferred.
- Minimum of 7-10 years of progressive tax experience.
- Significant leadership experience managing tax professionals and client engagements.
- Extensive experience in public accounting, corporate tax, or a combination of both preferred.
- Strong expertise in federal, state, local, and international tax regulations.
- Advanced knowledge of tax compliance, tax planning, and tax advisory services.
- Experience managing complex tax audits, examinations, and controversy matters.
- Knowledge of ASC 740 and tax provision reporting requirements preferred.
- Proficiency with tax software such as CCH Axcess, ONESOURCE, or similar platforms.
- Strong analytical, strategic-thinking, and problem-solving capabilities.
- Demonstrated business development and client relationship management experience.
- Exceptional leadership, coaching, presentation, and negotiation skills.
- Excellent verbal and written communication skills with the ability to communicate effectively with executives, business owners, and stakeholders.
- Proven ability to manage multiple priorities, engagement teams, and client deadlines in a fast-paced environment.
We could also include "Opportunity to transition to a hybrid work arrangement after training is completed." That's schedule, not requirement.
Now Benefits: "Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance." That's a benefit.
Pay: "Compensation Range $134,000—$167,000 USD"
Schedule: "Opportunity to transition to a hybrid work arrangement after training is completed."
We should not include duplicated lines like "Opportunity to transition..." appears only once.
Now we need to output HTML fragment only, no markdown fences.
We'll structure:
About the role
The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members.
Responsibilities
- ... ...
Requirements
(or Qualifications). The instruction list includes Requirements, Qualifications, Skills. We have both requirements and qualifications; we can combine into Requirements section. Or we could have Requirements and Qualifications separate but we have content for both. Since the list includes both, we could make Requirements for mandatory items and Qualifications for preferred items. But simpler: use Requirements for all. We'll follow the instruction: use headings as appropriate. We'll include Requirements.Requirements
- ... ...
Benefits
- Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance.
Pay
Compensation Range $134,000—$167,000 USD
Schedule
Opportunity to transition to a hybrid work arrangement after training is completed.
We must ensure no extra blank lines? It's fine. Check for any boilerplate removed: we removed Applicant Privacy Notice, EEO, Work Authorization Requirement. Also removed "Our Story" and "Your Future Team" paragraphs? We used only a brief about the role; we omitted the firm description. Is that allowed? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. If we omit the firm description, we are losing substantive information about the company. That's not allowed. We need to include that information somewhere. Where could we put it? Perhaps under About the role we could include a brief description of the firm/team as part of the role context. But we must not duplicate. We could add a section "About the firm" but the allowed headings list does not include About the firm. However we could use About the