Sr Tax Manager

Tax ManagerSalary Range: $120,000 - $170,000 / yearWorkplace Policy: HybridPosition Type: Full-TimePosition OverviewWe are seeking an experienced Tax Manager to lead tax compliance, planning, and advisory services for a portfolio of individual and business clients, including high-net-worth individuals (HNWI). The Tax Manager will ensure timely, accurate tax filings, provide proactive tax planning, supervise and develop the tax team, and serve as the primary client contact for complex tax matters and entity-specific strategies (S-Corp, C-Corp, and partnerships).Key ResponsibilitiesTax Compliance & Review: Manage and oversee the preparation, review, and filing of federal, state, and local tax returns for individuals and entities (Forms 1040, 1120, 1120S, 1065).Strategic Tax Planning: Lead tax planning and research to identify opportunities and mitigate risks for clients, including HNWIs and business owners.Team Leadership: Supervise, mentor, and develop junior tax staff; assign work, conduct performance reviews, and ensure strict quality control and deadline adherence.Client Advisory: Serve as the primary client liaison on tax matters; clearly communicate tax strategies, implications, and project status to clients and stakeholders.Cross-Functional Collaboration: Coordinate with audit, accounting, and advisory teams to address tax adjustments, compliance, and financial reporting impacts.Research & Documentation: Perform technical tax research and prepare comprehensive memos, workpapers, and documentation to support positions and filings.Regulatory Oversight: Ensure compliance with current tax laws by monitoring legislative changes and implementing necessary process or advisory updates.Operational Excellence: Oversee electronic filing processes, maintain accurate tax file organization, manage tax provision calculations, and ensure strong internal controls.Business Growth: Support business development efforts by contributing to proposals, client presentations, and cross-selling tax advisory services.QualificationsExperience: Minimum 5+ years of progressive tax experience at a public accounting firm or corporate tax department, with proven experience as a Tax Manager or in a similar senior tax role. Supervisory experience is preferred.Education: Bachelor's degree in Accounting, Finance, or a related field. A Master's in Taxation or an MS/MA in Accounting is preferred.Credentials: Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is highly desirable.Technical Expertise: Strong technical knowledge of individual and entity taxation, with hands-on experience handling S-Corp, C-Corp, and partnership tax issues.HNWI Specialty: Proven experience serving high-net-worth individuals and providing tailored, proactive tax planning.Software Skills: Proficiency with professional tax software (e.g., Lacerte, UltraTax, CCH Axcess) and advanced Excel skills.Communication: Excellent written and verbal communication skills, with a proven ability to explain complex tax concepts simply to clients and colleagues.Project Management: Strong attention to detail, exceptional organizational skills, and the ability to manage multiple priorities and tight deadlines simultaneously.Benefits- Generous Vacation/PTO - 5+ weeks- Medical, Dental, Vision- Discretionary Bonus at year end (typically 5-10%)- 401k match- Relocation Packages available