Tax Senior Manager

Job Summary

The Tax Senior Manager is responsible for managing complex tax compliance and advisory projects for a diverse portfolio of clients (e.g., UHNW individuals, Partnerships, and Corporations). This role involves high-level technical review, tax planning, and acting as the primary point of contact for clients while driving firm growth through networking and internal team development.

Key Responsibilities

1. Technical Oversight & Quality Control

• High-Level Review: Oversee the preparation and final review of complex federal and state tax returns (C-Corps, S-Corps, Partnerships, Trusts, and Estates).

• Tax Planning: Develop sophisticated tax-saving strategies for Ultra-High-Net-Worth (UHNW) individuals and multi-tiered entities.

• Research: Resolve complex tax issues by performing advanced research on evolving tax laws and IRS regulations.

2. Client & Business Development

• Relationship Management: Serve as the primary advisor to clients, maintaining frequent communication to understand their business goals.

• Revenue Growth: Identify opportunities for additional services within the existing client base and participate in proposals for prospective clients.

• Community Presence: Represent the firm in professional organizations and networking events to build a referral pipeline.

3. Team Leadership & Mentoring

• Staff Development: Manage, train, and mentor Managers, Seniors, and Staff; provide constructive performance feedback and career guidance.

• Workflow Management: Oversee the economics of engagements, including budgeting, billing, and resource allocation to ensure profitability.

Qualifications & Skills

• Education: Bachelor’s or Master’s degree in Accounting or Taxation.

• Certification: Active CPA license is required.

• Experience: Typically 8–12+ years of progressive experience in public accounting.

• Technical Proficiency: Mastery of tax software (e.g., Lacerte or CCH Axcess) and a deep understanding of the Internal Revenue Code.

• Soft Skills: Exceptional emotional intelligence, executive presence, and the ability to explain complex tax concepts to non-technical clients.

Benefits & Culture

• Hybrid Flexibility

• Retirement: 401(k) matching and additional profit-sharing or IRA company contributions.

• Generous PTO: Often 4 weeks of vacation and 5 weeks after completing 200 hours of OT.

• Health Benefits: Full health benefits for employee