Senior Tax Manager

Senior Tax ManagerOutlook Tax & Advisory is a growing accounting and advisory firm serving small and mid-sized businesses across the U.S. We file roughly 1,500 returns per year across individuals, S-corps, partnerships, C-corps, non-profits, and trusts. Beyond compliance, we provide ongoing tax planning, strategy, and advisory work, quarterly reviews, year-end planning, and transaction support, for clients who want a real tax partner rather than just a preparer. Our production is supported by an offshore preparation and review team; our U.S.-based leadership owns final review, client relationships, and quality standards. We are hiring a Senior Tax Manager to own technical review and quality across the practice. This is an opportunity for someone who enjoys solving complex tax issues and serving as the firm's technical authority while helping mentor and develop a growing team of tax professionals. This is the role for a senior tax professional who wants both technical depth and direct client work, leading complex reviews during busy season and owning strategic planning and advisory work year-round. As our practice continues to expand, this individual will play a key role in shaping our tax department, building technical capabilities, and establishing best practices across the firm.The RoleYou'll personally review ~30% of our returns that need senior eyes: complex corporate filings, multi-state and consolidated returns, partnerships with tricky allocations, high-net-worth individuals, trusts, and anything our offshore team flags for escalation. For the remaining ~70%, you'll oversee the offshore review process: spot-checking sampled returns, calibrating the offshore senior reviewer, refining checklists and review standards, and catching systemic issues before they become filing problems. You'll lead tax planning and advisory work directly with our higher-tier clients. That includes quarterly tax strategy reviews, year-end planning, transaction-driven work (entity restructuring, M&A, real estate, R&D credits, retirement plan design), and reactive advisory on whatever clients bring to you. You'll work with a small U.S. team (2-3 direct reports) and coordinate closely with the offshore production team. Your North Star: every return we file is technically correct and on time; every client conversation leaves them better-informed and better positioned.What You'll DoDirect reviewReview approximately 30% of all returns (~450/year, concentrated in busy season), focused on complex 1120, 1120S, 1065, 1041, 990, and multi-state individual returnsSign and file returns under your CPA license where appropriateDocument review notes, technical positions, and decisions for the fileOffshore quality oversightSpot-check sampled returns from offshore senior reviewer's queue (target 10-15% sampling rate)Provide structured feedback to offshore senior reviewer; calibrate review standards regularlyIdentify systemic preparation issues and partner with offshore team lead to address themMaintain and evolve the firm's review checklist, technical position library, and quality standardsTax planning and advisoryLead quarterly tax strategy reviews with a defined book of advisory clientsRun year-end planning engagements: scenario modeling, deferral/acceleration strategies, retirement plan design, estimated tax adjustmentsHandle transaction-driven work as it comes up: entity restructuring, M&A tax support, real estate transactions, R&D credit studies, cost segregationServe as the named tax advisor for higher-tier clients. They call you with questions, you own the relationshipDocument planning decisions and positions clearly so they survive into future returnsTeam support and developmentLead 2-3 U.S.-based direct reports (senior staff and reviewers)Provide technical guidance and training across the broader teamHandle escalations from offshore preparers and U.S. staff on complex technical issuesPractice contributionResearch and document positions on complex tax issues; draft technical memosStay current on federal and multi-state tax law changes; communicate relevant updates internallyContribute to process improvements, software optimization, and tooling decisionsSupport quarterly planning calls and year-end tax strategy reviews for select clientsCompensationBase salary: Competitive, commensurate with experienceAnnual performance bonus: Up to 20% of base, tied to quality metrics and review throughputBenefits: Employer-supported medical, dental, vision; 401(k); $500 annual wellness benefit; CPE coverage via preferred vendorRemote-first with quarterly in-person team meetingsContinuing education support including CPA CPE hoursWho You AreActive CPA license: required, non-negotiable8+ years in public accounting: with at least 4 years in a senior review capacityHigh-volume review experience: you've personally reviewed 400+ returns per season at a previous role and can speak to your throughputClient-facing planning experience: you've led tax strategy conversations directly with business owners, CFOs, and high-net-worth individuals, not just reviewed others' workDeep technical knowledge across entity types (1120, 1120S, 1065, 1041, 990, 1040 complex)Multi-state expertise: apportionment, nexus, composite filings, PTE electionsComfortable with offshore team dynamics: you've worked with offshore preparers before, or you can articulate clearly how you'd build the right working relationship from scratchProcess-oriented: you've built or substantially improved a review process at a previous firmIndependent operator: you don't need close supervision, and you don't want it. You're confident in your judgment and know when to escalateStrong written communicator: you can write a technical memo, document a complex position, and give feedback that landsNice to HaveExperience with CCH Axcess or CCH ProSystem fx (preferred); working experience with other platforms like Drake, Lacerte, ProConnect, or UltraTax is also usefulExperience with Karbon or comparable workflow softwarePrior experience reviewing returns prepared by offshore teams specifically (India, Philippines, etc.)Specialization in a niche (real estate, construction, professional services, e-commerce, etc.)Experience signing returns as preparer of record at scale