Senior Tax Manager

Position Summary

Your Impact (Essential Duties):

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures.
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches.
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations.
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service.
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments.
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability.
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success.
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions.
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies.
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections.
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence.
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Background

• 8+ years of experience in tax preparation.
• CPA license or eligible Bachelor’s degree in accounting or related field.
• Strong technical background in Investment Partnerships and Private Equity.
• Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios.
• Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory.
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights.
• Prominent ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence.
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders.
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives.
• Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines.
• High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance.
• An analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership.

Why Choose Us?

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firmwide winter break (December 24 – January 1).
• Paid parental leave (available after one year of service).
• Mentorship and career development programs.
• CPA exam support to help you succeed on the path to licensure.
• Firm-sponsored events and spontaneous team activities.
• Celebrations to mark milestones like the end of busy season and the holidays.

What We Offer*

• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.