Sr. Manager (Tax)
SVA | A Professional Services Company · Madison, WI · 1 mo ago
AccountingFull-time
About the role
SVA is seeking a Senior Manager to join the growing Tax team in Madison, WI. The role offers continuous learning through client‑facing interactions, the chance to share knowledge of accounting’s impact on business, and personalized development and mentoring opportunities within an independent, growing professional services firm certified as a Great Place to Work®.
Responsibilities
- Manage client relationships, owning complex engagements and projects, and providing consultations on all topics affecting a client’s business.
- Execute engagements from start to finish, coordinating all phases while ensuring budget allocations are met.
- Identify and communicate opportunities for process improvement and system enhancements.
- Actively 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.
- Assign work to staff based on knowledge and capabilities; train, guide, and provide constructive feedback on work papers.
- Accountable for staff performance, engagement, and retention; conduct stay interviews and collaborate with leadership to address themes.
- Transfer client relationships to junior staff appropriately and provide individualized, meaningful recognition.
- Participate in staffing strategy, identify gaps or excess capacity, and recruit passive talent while promoting SVA as an employer of choice.
- Serve as a mentor to multiple accounting staff members, 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.
- Perform all other duties as assigned.
Qualifications
- Bachelor’s degree in Accounting or a related field (required).
- Minimum 10 years of experience in public accounting (required).
- CPA, EA, or equivalent certification preferred; eligibility to sit for either exam required.
Benefits
- Continuous learning through client‑facing interactions.
- Personalized development and mentoring opportunities.
- Collaboration with an accomplished and diverse team of professionals.
- Recognition of intrinsic rewards and staff achievements.
- Great Place to Work® certified workplace.