Sr. Tax Manager

About the role

We are seeking a Sr. Manager, Tax to serve as a senior leader within our firm. In this role, you will oversee complex tax engagements with a focus on Corporate Tax and High Net Worth (HNW) individual clients. This position requires deep technical expertise, strong client relationship skills, and a dedication to managing and developing tax staff. Working closely with Partners, you will deliver exceptional tax planning, compliance, and advisory services to a sophisticated, diverse client base.

Key Responsibilities

• Engage and review complex federal and state corporate income tax returns (Forms 1120, 1120-S) and high-net-worth individual returns (Form 1040) involving significant investment portfolios, stock compensation, or closely held business interests.
• Provide strategic tax planning and consulting services to corporate and HNW clients, identifying high-value opportunities to minimize liabilities and mitigate regulatory risks.
• Serve as a primary point of contact, building and maintaining strong, consultative relationships with business owners, executives, and high-net-worth families.
• Supervise, mentor, and evaluate tax staff and senior associates; provide real-time feedback, structure assignments, and actively support their professional development.
• Collaborate with partners on engagement management, project budgeting, client billing, and strategic business development activities, including proposals and client outreach.
• Resolve complex, multi-jurisdictional tax issues and document findings in clear, actionable technical memos for internal teams and clients.

Requirements

• Experience: 8+ years of progressive public accounting experience with a heavy emphasis on corporate and high-net-worth individual taxation.
• Education & Credentials: Bachelor's degree in Accounting or a related field; active CPA license required.
• Preferred: Master's degree in Taxation (MST) or LLM in Taxation; experience with multi-state tax issues, ownership transitions, or closely held business consulting.

Software & Technical Skills

• Proficiency with advanced tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA/Bloomberg Tax).
• Strong technical knowledge of current corporate and individual tax codes.

Attributes

• Excellent analytical, research, and communication skills with a proven track record of successfully managing multiple client engagements under tight deadlines.

Why Join Us?

We are an established, growth-oriented CPA firm that prides itself on exceptional client service, technical expertise, and a highly collaborative team culture. We actively invest in our people and support a sustainable, rewarding path toward leadership.

Comprehensive Benefits

• Generous medical, dental, and vision insurance packages.
• Financial & Retirement Security: Competitively structured base salary, performance incentives, and a robust retirement plan.
• Professional Growth: Full reimbursement and support for ongoing Continuing Professional Education (CPE) and professional memberships.
• Time Off: Highly competitive paid time off (PTO) program to support work-life balance throughout the year.