Senior Tax Manager

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Paid time off
• Training & development

Senior Tax Manager

Boutique Tax & Advisory Firm (High-Touch, Growth-Focused)

Position Overview

We are seeking a Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and accounting firm.

This role is designed for a technically strong, client-facing leader who can own the review process, develop staff, and deliver proactive tax strategy to business owners and high-income individuals.

The ideal candidate thrives in a high-performance, relationship-driven environment and is motivated by building systems, improving processes, and elevating client experience.

Key Responsibilities

1. Tax Review & Compliance Oversight
Review complex business and individual tax returns (1120S, 1065, 1120, 1040)
Ensure accuracy, completeness, and strategic optimization of all filings
Reduce review notes and rework through team training and systems
Maintain firm-wide quality control standards

2. Tax Planning & Advisory
Lead and deliver proactive tax planning for business owners and high-net-worth clients
Identify and implement advanced strategies (entity structuring, 199A, compensation optimization, etc.)
Collaborate with bookkeeping and CFO services to ensure planning is data-driven
Participate in client strategy meetings and year-round advisory

3. Team Leadership & Development
Manage and mentor tax staff and preparers
Train team on technical tax matters and firm processes
Improve staff efficiency, accuracy, and independence
Conduct performance reviews and contribute to hiring decisions

4. Workflow & Process Management
Oversee return workflow from preparation to final delivery
Identify bottlenecks and implement process improvements
Help build scalable systems and SOPs
Ensure deadlines are consistently met without partner intervention

5. Client Relationship Management
Serve as a primary point of contact for key clients
Communicate complex tax concepts in a clear, confident manner
Build long-term client relationships through proactive communication
Identify opportunities to expand services (bookkeeping, planning, advisory)

Success Metrics (KPIs)

This role will be measured on:
Review Efficiency : Turnaround time on returns
Accuracy Rate : Reduction in reviewer corrections and rework
Client Retention & Growth : Expansion of services within existing clients
Realization Rate : Minimizing write-downs
Staff Development : Team performance and independence
Planning Revenue Growth : Increased advisory engagement

Qualifications

Required
510+ years of tax experience in public accounting
Strong experience reviewing business returns (S-Corp, Partnership)
Proven experience managing staff and reviewing work
Deep understanding of tax strategy for business owners
Excellent communication and client-facing skills

Preferred
CPA or EA (strongly preferred but not required)
Experience in a boutique or high-touch firm environment
Experience with tax planning and advisory services
Familiarity with Thomson Reuters suite (UltraTax, Practice CS, etc.)

Compensation & Structure
Base Salary : $100,000-$125,000 (depending on experience)
Performance Bonus tied to:
Production
Team KPIs
Client growth
Upside Potential : Leadership track into Director / Partner role

Why This Role Is Different
You will lead, not just review
You will be involved in real tax strategy, not just compliance
You will help build a top-tier boutique firm model
You will work with high-quality clients (not volume-driven returns)
You will have direct impact on firm growth and systems

Ideal Candidate Profile (What A Players Look Like Here)
Thinks like an owner, not an employee
Obsessed with accuracy and efficiency
Strong communicator with confidence in client meetings
Enjoys mentoring and building teams
Wants to grow into a leadership role