Tax Senior Manager (Personal Tax Advisory Group)
About the Firm
Meaden & Moore is a leading accounting, tax, advisory, and business consulting firm serving middle-market businesses, insurance carriers, law firms, and other organizations across the United States. The firm provides a broad range of services including forensic accounting, litigation support, risk advisory, tax, assurance, and business consulting solutions. Having recently partnered with Unity Partners, Meaden & Moore is entering an exciting new phase of growth, executing a strategy focused on organic expansion, operational excellence, and strategic acquisitions. This creates significant opportunities for team members to help shape the future of a rapidly growing firm.
Unity Partners is a private equity firm based in Dallas, Texas that invests in founder- and family-owned business services companies across North America. The firm partners with management teams to accelerate growth through operational improvements, technology enablement, talent development, and strategic M&A, taking a collaborative approach to value creation.
About the Role
The Tax Senior Manager is a personal tax specialist and advisor responsible for managing client relationships and tax engagements for high net worth individuals and business owners. This role is highly experienced in individual, fiduciary, and gift tax compliance and planning, with a strong preference for expertise in International Tax Planning and Compliance for individuals. The Tax Senior Manager will manage multiple client engagements, supervise managers and senior staff, and ensure timely completion of client deliverables.
Responsibilities
- Manage client relationships and tax engagements for high net worth individuals and business owners.
- Oversee most facets of client engagements, including planning, execution, and delivery of tax services.
- Supervise and mentor managers and senior staff on tax engagements.
- Handle larger and more complex client assignments in the Individual Tax specialty area.
- Perform tax research and apply flow-through entity taxation rules.
- Engage in business development activities to grow the client base.
- Ensure timely and responsive client service.
Requirements
- CPA certification required.
- Minimum 10 years of related experience; advanced degree preferred.
- Leadership skills to manage and mentor teams.
- Working knowledge of flow-through entity taxation rules.
- Experience in tax research.
- Exceptional verbal and written communication skills.
- Proficiency in tax preparation and planning software, Microsoft Office (Excel, Word, Outlook, PowerPoint), and basic operating systems.
- Experience in International Tax Planning and Compliance for individuals is highly desired.
Benefits
- Medical, dental, and vision coverage.
- Generous PTO and paid holidays.
- 401(k) matching and profit sharing.
- Professional development and certification support and reimbursement.
- Employee referral and new business bonus opportunities.
- Wellness and employee assistance resources.
- Long-term career growth and advancement opportunities.
- Parental bonding time and compensation continuance.
- Flexible and hybrid work opportunities, where applicable.
Pay
Base compensation for this role typically ranges between $130,000 and $170,000, with discretionary year-end bonuses to supplement the compensation package.
Culture & Perks
- Team outings, firm events, and holiday celebrations.
- Busy season appreciation and stress-relief programs.
- Wellness initiatives and incentives.
- Technology, retailer, and event discounts.
- Employee Resource Groups.
- Strong commitment to community involvement, volunteerism, and charitable giving.
Diversity & Inclusion
We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Our human capital is our most valuable asset, and we are committed to fostering an inclusive environment that drives innovation and company success.