Senior Tax Manager

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.

Position Summary

We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This role requires strong technical expertise in complex individual taxation, proactive tax planning capabilities, and the ability to serve as a trusted advisor while managing client relationships and mentoring staff.

Key Responsibilities

• Manage and review complex individual, trust, estate, and related entity tax returns (Forms 1040, 1041, partnerships, and S corporations).
• Provide proactive tax planning and consulting for high-net-worth individuals and multi-generational families.
• Advise clients on income tax, estate and gift tax, wealth transfer, and trust planning strategies.
• Serve as the primary relationship manager for a portfolio of high-value clients.
• Research and resolve complex tax issues and communicate recommendations clearly to clients.
• Cook up tax engagements, ensuring timely delivery and high-quality client service.
• Mentor, develop, and review the work of tax staff and senior accountants.
• Identify opportunities to improve client tax positions and enhance firm service offerings.

Qualifications

• CPA required.
• 8+ years of public accounting tax experience, including significant experience with high-net-worth individuals and trusts.
• Proficiency in tax research tools and software (e.g., CCH Axcess).
• Strong technical knowledge of individual, fiduciary, estate, and gift taxation.
• Pioneering experience reviewing complex tax returns and delivering sophisticated tax planning strategies.
• Excellent client relationship, communication, and leadership skills.
• Experience in a CPA firm environment required.