Senior Tax Manager

About the Role

The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of Talley's Tax Practice. This individual serves as a trusted advisor to high-net-worth individuals, closely held businesses, entrepreneurs, and family offices. The role is viewed as a key leadership position with a clear pathway to Principal or Partner. Ideal for a technically strong tax professional who enjoys mentoring others, building client relationships, leading a high-performing team, and contributing to the continued growth of the firm.

Responsibilities

Strategic Client Advisory

• Serve as the primary advisor on Talley's most sophisticated tax engagements.
• Advise business owners on tax-efficient growth strategies, succession planning, entity structuring, mergers and acquisitions, and wealth preservation.
• Build trusted relationships through proactive client communication and ongoing tax planning discussions.
• Work closely with clients to understand their businesses and provide year-round strategic tax advice.

Tax Compliance & Technical Leadership

We are a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning. The Senior Tax Manager will:

• Perform final technical review of complex tax engagements.
• Be highly proficient in reviewing and advising on:
  • Individuals (1040)
  • Partnerships (1065)
  • S Corporations (1120-S)
  • Corporations (1120)
  • Trusts and fiduciary entities
• Software Exposure:
  • CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software
  • Microsoft Excel including: formulas, pivot tables, data analysis, and reconciliations
  • Tax Research Platforms
  • AI Tools such as: ChatGPT, Claude, Microsoft Copilot, and other workflow automation and AI tools
• Provide technical guidance and mentorship to Managers, Seniors, and Staff.
• Help elevate the team's technical tax knowledge through coaching, review, and real-time development.
• Lead internal technical discussions and communicate new tax legislation and regulatory changes.
• Ensure quality control and technical excellence across all client engagements.

Leadership & Talent Development

• Coach, mentor, and develop Managers, Senior Associates, Associates, and Staff Accountants.
• Review work and provide meaningful technical coaching to improve team performance.
• Help build stronger tax technical capabilities across the department.
• Assist Partners with staffing, workload management, scheduling, and departmental operations.
• Support recruiting, interviewing, onboarding, succession planning, and employee retention.
• Foster a collaborative, high-performance culture centered on accountability, continuous learning, and exceptional client service.
• Help manage the day-to-day operations of the Tax Department while supporting long-term strategic initiatives.

Client Relationship Management

• Build long-term trusted advisor relationships with clients.
• Lead client meetings and communicate complex tax matters in a practical, business-focused manner.
• Identify opportunities to improve clients' tax positions through proactive planning.
• Work closely with business owners and closely held companies throughout the year—not just during tax season.
• Deliver an exceptional client experience through responsiveness, strategic insight, and practical solutions.

Practice Growth & Business Development

• Develop referral relationships with attorneys, bankers, wealth advisors, business owners, and other centers of influence.
• Generate new business opportunities through networking, community involvement, professional organizations, and thought leadership.
• Identify cross-selling opportunities across Talley's integrated service offerings.
• Support proposal development and participate in prospective client presentations.
• Contribute to the continued growth of Talley's Tax Practice and future Partner expansion.

Leadership & Practice Management

• Assist Partners with strategic planning and execution of Tax Practice initiatives.
• Improve workflow, utilization, profitability, quality standards, and operational efficiency.
• Champion AI, automation, and emerging technologies that enhance client service and internal processes.
• Help drive departmental performance while maintaining Talley's high standards of client service.

Qualifications

• Active CPA license required (JD and/or LL.M. a plus).
• 10-15+ years of progressive public accounting tax experience.
• Extensive experience serving high-net-worth individuals, closely held businesses, entrepreneurs, and family-owned companies.
• Strong technical expertise in Forms 1040, 1065, 1041, and 1120-S.
• Demonstrated success leading tax professionals through mentorship, technical review, and talent development.
• Proven ability to build trusted client relationships and provide strategic tax planning.
• Experience with business development and practice growth.
• Strong leadership, communication, and organizational skills.
• Passion for developing people and building high-performing teams.

Success Measures

• Serve as a trusted advisor to Talley's largest and most sophisticated clients.
• Deliver exceptional tax compliance while identifying meaningful tax planning opportunities.
• Develop and mentor future leaders within the Tax Practice.
• Build strong client relationships that drive long-term retention and referrals.
• Strengthen the technical capabilities of the tax team through coaching and mentorship.
• Contribute to business development and practice growth.
• Improve operational efficiency while maintaining exceptional quality standards.
• Position yourself for advancement to Principal or Partner.

Benefits

• Competitive compensation and bonus opportunities
• Comprehensive benefits
• Ongoing professional development
• CPA support
• Mentorship and long-term career growth opportunities within a collaborative and entrepreneurial environment