Senior Tax Manager
Modern Wealth Management · Lenexa, KS · 1 mo ago
On-siteAccountingFull-time
Key Responsibilities
- Lead client-facing tax planning meetings with confidence and executive presence
- Translate complex tax concepts into clear, actionable recommendations
- Build and present advanced tax strategy models (Roth conversion planning, multi-year projections, RSUs and equity compensation, QBI, entity selection, real estate strategies, loss harvesting, etc.)
- Provide ongoing tax guidance to clients with complex financial situations (K-1s, rentals, stock compensation, side businesses, multi-state issues)
- Serve as a resource for clients navigating nuanced or high-impact tax scenarios
- Review individual tax returns (Form 1040) and related schedules prepared by internal teams or partners
- Provide constructive feedback and coaching to tax staff and planners
- Identify risks, inconsistencies, and tax planning opportunities
- Oversee accuracy and quality of multi-year tax plans
- Coordinate tax strategies with investment, retirement, estate, and cash flow planning
- Evaluate tax implications of investment strategies and support tax-efficient portfolio construction
- Partner with advisors and operations teams to enhance processes
- Establish and maintain quality standards across tax planning deliverables
- Contribute to process improvement and cross-functional collaboration
- Build and analyze complex tax scenarios
- Perform tax research and stay current on evolving tax laws and strategies
- Apply sound judgment when working with incomplete or complex data
- Maintain strong attention to detail while delivering strategic insights
Qualifications
- Required: Certified Public Accountant (CPA) with 7+ years of experience in tax planning, preparation, or advisory roles
- Deep knowledge of individual taxation and complex income scenarios
- Experience leading client meetings and communicating effectively with clients
- Experience reviewing tax returns and planning work prepared by others
- Strong analytical, organizational, and problem-solving skills
- Professional presence and strong interpersonal skills