Tax Manager - Senior Level

Position Overview

As a Senior Tax Manager, you will serve as a trusted advisor to clients while leading internal teams to deliver high-quality, strategic tax services. This role blends technical excellence, team leadership, and business development, with an emphasis on collaboration, process improvement, and innovation.

Key Responsibilities

• Client Advisory & Technical Leadership

• Advises clients on tax implications related to business decisions, transactions, and long-term planning strategies
• Leads complex tax research and develops practical, risk-aware solutions for sophisticated client situations
• Reviews and oversees preparation of pass-through entity and high-net-worth individual tax returns
• Provides clear, concise guidance on tax risks, opportunities, and regulatory changes
• Serves as a primary point of contact for complex client tax matters and maintains strong client relationships

• Team Leadership & Collaboration

• Leads, mentors, and develops tax professionals, fostering a culture of accountability, learning, and collaboration
• Delegates effectively while maintaining visibility into project progress and quality
• Supports cross-functional teamwork across departments to deliver integrated client solutions
• Affords assistance in training initiatives and knowledge-sharing across the firm

• Process Improvement & Innovation

• Identifies and implements process improvements, including leveraging technology and AI tools
• Promotes best practices that enhance efficiency, accuracy, and scalability
• Helps shape workflows that balance structure with flexibility in a fast-paced environment

• Business Development & Firm Growth

• Builds and expands client relationships through networking, referrals, and market engagement
• Identifies additional service opportunities and contributes to firm growth strategies
• Participates in marketing initiatives and represents the firm with professionalism

• Operational Excellence

• Reviews tax accruals and supporting documentation
• Oversees responses to IRS notices and represents clients when needed
• Ensures timely, accurate delivery of client work products
• Contributes to internal communications on tax law changes and industry developments

Qualifications & Experience

• Bachelor’s degree in Accounting or related field required
• CPA license (Pennsylvania preferred)
• Advanced degree (Master’s in Taxation or JD/LLM) is a plus
• 8+ years of public accounting experience with a focus on tax
• Strong experience with pass-through entities and high-net-worth individuals
• Knowledge of Pennsylvania and local tax regulations
• Experience in areas such as closely held businesses, nonprofit organizations, estate and gift taxation is a plus
• Proficiency with Microsoft Office; experience with Wolters Kluwer and Bloomberg Tax Fixed Assets is preferred