Sr. Manager (Tax)

About the role

SVA is seeking a Senior Manager to join the growing Tax team in Brookfield, WI. The role offers continuous learning through client‑facing interactions, mentorship opportunities, and the chance to share expertise on how accounting impacts business. You will collaborate with a diverse team of professionals in an independent firm recognized as a Great Place to Work®.

Responsibilities

• Client Work (50‑60%)
  • Serve as a trusted business adviser through direct client communication.
  • Execute engagements from start to finish, coordinating all phases and ensuring budget allocations are met.
  • Identify and communicate opportunities for process improvement and system enhancements.
  • Develop new business and expand services for existing clients.
  • Maintain confidentiality of client information in accordance with laws, regulations, and SVA policies.
  • Work approximately 55 hours/week during busy season (including weekends) and 40‑45 hours/week during non‑busy season.
• Supervision and Leadership (30%)
  • Assign work to staff based on knowledge and capabilities.
  • Train staff, provide guidance, constructive feedback, and performance evaluations.
  • Conduct stay interviews and collaborate with leadership to address retention themes.
  • Transfer client relationships to junior staff appropriately and recognize staff achievements.
  • Participate in staffing strategy, identify gaps or excess capacity, and recruit passive talent.
  • Promote SVA as an employer of choice to attract high‑performing employees.
• Professional, Personal and Business Development (10‑20%)
  • Mentor multiple members of the accounting staff.
  • Facilitate professional development courses, write articles, and represent SVA at professional and civic functions.
  • Deepen expertise in a technical area, industry, or service line.
  • Achieve client retention targets and meet cross‑selling and upselling goals.

Qualifications

• Education: Bachelor’s degree in Accounting or a related field (required).
• Experience: Minimum 10 years of experience in public accounting (required).
• Professional Certification: CPA, EA, or equivalent certification preferred; eligibility to sit for either exam required.