Senior Tax Manager

Job DescriptionPosition Overview\n\n Develop and maintain strong, personal relationships with clients while serving as the technical tax expert on their planning team.\n Participate in client meetings and assist with the delivery and implementation of clients’ tax plans.\n Provide support to the financial advisory team on tax planning-related activities.\n Take an active role in the execution of new client engagements, including signing and onboarding.\n Lead the tax client service team in tax compliance and planning activities.\n Conduct the final review and signing of federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.\n Oversee client tax projections and tax audits.\n Coach, mentor, and develop team members through timely and consistent feedback.\n\n\nQualifications & Experience\n\n Bachelor’s degree in Accounting and CPA, JD, or EA required; Master’s degree in Taxation or JD preferred.\n 5 years of experience with individual, partnership, fiduciary, estate, and gift tax return compliance.\n Working knowledge of data collection, analysis, and evaluation.\n Strong computer skills, including Windows, Microsoft Office, Excel, and Adobe Acrobat, with the ability to quickly learn and adapt to new software systems such as CCH Axcess Tax and BNA Tax Planner, as well as tax research tools including BNA Portfolios and RIA Checkpoint.\n Experience with ADP, QuickBooks, and database systems such as Salesforce preferred.\n Strong tax research capabilities, with knowledge of tax-related matters and a solid understanding of the Internal Revenue Code, Regulations, and other tax pronouncements.\n\n