Senior Tax Manager

Job Description

Job Description

Experience level: Mid-senior

Experience required: 7 Years

Education level: Bachelor’s degree

Job function: Accounting/Auditing

Industry: Accounting

Total position: 1

Relocation assistance: No

Visa sponsorship eligibility: No

Senior Manager – Tax and Accounting Services

Position Summary

We are seeking an experienced and highly motivated Senior Manager to lead and oversee our Tax and Accounting Services practice. This leadership position is responsible for managing client relationships, supervising professional staff, ensuring the delivery of high-quality tax and accounting services, and contributing to the continued growth and success of the firm.

The ideal candidate possesses strong technical expertise in public accounting, advanced knowledge of QuickBooks and Thomson Reuters software products, a thorough understanding of Generally Accepted Accounting Principles (GAAP), exceptional leadership and communication skills, and a commitment to providing outstanding client service. This individual must be willing to work additional hours during peak periods and lead by example through a strong work ethic and dedication to excellence.

Key Responsibilities

Leadership & Management

• Manage and oversee the firm's accounting and tax practice.
  
• Supervise, mentor, and develop professional staff, including managers, seniors, and associates.
  
• Review work products for accuracy, completeness, and compliance with professional standards.
  
• Conduct performance evaluations and provide ongoing coaching and professional development.
  
• Foster a positive, collaborative, and client-focused culture.
  

Client Service

• Serve as the primary relationship manager for key clients.
  
• Provide proactive tax planning, consulting, and accounting solutions.
  
• Meet regularly with clients to understand their business needs and identify opportunities for additional services.
  
• Maintain exceptional client satisfaction through responsive and professional service.
  

Technical Responsibilities

• Review complex business, partnership, trust, and individual tax returns.
  
• Review financial statements, compilations, reviews, and accounting engagements.
  
• Ensure financial statements are prepared in accordance with GAAP and applicable reporting standards.
  
• Research and resolve complex tax and accounting issues.
  
• Provide technical guidance to staff regarding accounting, tax, and financial reporting matters.
  
• Ensure compliance with federal, state, and local tax regulations.
  
• Stay current on tax law changes, GAAP requirements, and accounting standards.
  

Technology & Process Management

• Demonstrate advanced proficiency in QuickBooks Online and Desktop.
  
• Utilize Thomson Reuters products, including UltraTax CS, Accounting CS, Practice CS, Fixed Assets CS, and related applications.
  
• Assist in improving firm workflows, efficiencies, and technology utilization.
  
• Support implementation of best practices and quality control procedures.
  

Business Development

• Participate in business development initiatives and networking opportunities.
  
• Identify opportunities to expand services within existing client relationships.