Senior Tax Manager

About the Firm

We are representing a rapidly growing boutique CPA practice that provides comprehensive tax advisory and compliance services to individuals and businesses. The firm operates in a fully paperless environment and places a strong emphasis on technology, efficiency, and long-term client relationships.

About the Role

The firm is seeking a Senior Tax Manager to join a growing team and take on a high-impact, multifaceted role. This is not a review-only position — the right candidate will be involved in client acquisition, relationship management, high-complexity return preparation and review, tax planning, and team leadership. The role is ideal for an experienced tax professional who is client-oriented, analytically driven, and ready to take on meaningful ownership within a growing firm.

Key Responsibilities

• Lead client acquisition efforts, converting prospective clients into active engagements and managing onboarding from start to finish
• Serve as the primary relationship owner for an established and growing book of individual and business clients, coordinating with their outside advisors as needed
• Prepare and review high-complexity tax returns for individuals and businesses, including fiduciary returns where applicable
• Drive proactive tax planning conversations focused on client tax savings and ongoing opportunities
• Research complex tax issues and develop well-reasoned resolutions
• Manage project workflow and prioritize across multiple engagements simultaneously
• Supervise and develop a staff of 2–4 team members, including staffing assignments and day-to-day oversight
• Apply strong data analytics and problem-solving skills to client situations with an organized, methodical approach

Requirements

• 5+ years of public accounting experience in individual and business taxation
• Bachelor's degree in Accounting required; Master's in Taxation a plus
• CPA or EA preferred
• Prior experience managing client engagements and leading staff
• Fiduciary taxation experience is a plus
• Proficiency with ProFx or Access Tax preferred; experience with Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA strongly preferred
• Ability to work independently, manage competing priorities, and collaborate effectively across a team

Benefits

Compensation commensurate with experience
Fully paperless, technology-forward work environment
Opportunity for long-term growth within a rapidly expanding practice
Collaborative team culture with strong leadership support