Senior Tax Manager

Responsibilities

• Lead and oversee tax strategy for all corporate and individual clients
• Provide strategic tax guidance to Account Managers and develop their tax filing knowledge
• Offer expert advice on complex tax matters for high-earning individuals
• Ensure accurate and timely tax compliance for all clients
• Oversee all corporate and individual tax filings
• Manage the end-to-end tax filing process for both corporate entities and individual clients
• Review and audit financial statements to ensure correctness
• Maintain the status of tax preparation and filings to ensure deadlines are met
• Serve as the primary liaison between external CPA partners and internal teams
• Analyze tax notices and take appropriate actions for timely and effective resolutions
• Communicate directly with tax authorities via written correspondence or phone
• Partner with other Tax Managers to meet Tax Department Deliverables and Operational Excellence
• Ensure the highest level of quality across all departmental work
• Review and file client 1099 and 1042-S forms
• Administer annual tax training
• Communicate key tax deadlines, updates to policy and procedures
• Manage team performance & development
• Leverage team members' strengths and provide opportunities for growth
• Provide consistent feedback and prepare an annual performance evaluation
• Manage projects and continuously improve tax processes
• Handle ad hoc projects as required by new business or regulatory needs
• Implement solutions to increase efficiency
• Promote and exemplify company values

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• CPA certification preferred
• Minimum of 5 years of progressive experience in tax management, preferably in a professional services firm
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills, both verbal and written
• Ability to manage multiple tasks and priorities simultaneously
• Experience working with complex tax laws and regulations
• Proficiency in Microsoft Office Suite, particularly Excel and Access
• Experience with tax software such as TurboTax or TaxAct