Tax Senior Manager

Brief Description

Interacts closely with clients to provide tax planning, consulting, and compliance services.
Plans, budgets, supervises, reviews and completes multiple client engagements/projects.
Manages within budgetary and time constraints while providing a high-level of client service.
Reviews complex federal and state income tax returns for individuals, trusts, and businesses; consults on complex tax matters.
Performs and manages complex tax research projects.
Works closely with partners on client management, delivery of innovative tax planning as well as practice development and business development activities.
Understands client operations, builds relationships with client personnel and manages client expectations; identifies opportunities to expand services within the client base; promotes new ideas and business solutions that result in extended services to existing clients.
Communicates complex ideas and is able to write effective memoranda and other documents as needed.
Keeps abreast of latest developments in clients’ industries as well as in tax guidance to anticipate and address client concerns.
Oversees examinations by tax authorities.
Understands and manages firm risk on tax services.
Acts as client’s primary “go to” person for at least 50% of clients worked on; able to handle billing as needed.
Signs most tax returns of clients on which are “go to” person.
Trains, develops, manages and evaluates staff ; assists with attracting, developing, and retaining top talent.

Requirements

• 8+ years technical tax experience in public accounting (preferably with a local, boutique or regional firm)
• 2+ years as a Tax Manager in public accounting (preferably with mid-size local or regional firm)
• Bachelors degree in Accounting ; Masters in Taxation or MAcc with a concentration in tax strongly preferred
• Must be a licensed CPA.
• Proficient in preparation and review of complex income tax returns, research and projections (corporate, partnerships, LLCs, estates, trusts, multi-state and individuals; variety of industries).
• Experience with more than one of the following industries: manufacturing, distribution, software, technology, staffing, professional services, high net worth individuals; some international experience is a plus
• Strong technical & research skills with ability to identify and propose resolutions to complex income tax issues
• Significant experience with tax planning & strategy
• Excellent analytical, judgment and project management skills. Proven client interaction and relationship management skills.
• Excellent verbal and written communication skills with a proven ability to develop and maintain client relationships
• Able to network and conduct business development activities
• Demonstrated staff management & development skills

Summary

The Tax Senior Manager is an integral part of the team and works closely with partners as well as staff and clients to manage the delivery of tax services for multiple clients in a variety of industries. The Tax Senior Manager is responsible for performing the following job duties.