Senior Tax Manager

A bit about us:

We are a locally respected CPA and advisory firm committed to helping businesses, entrepreneurs, high-net-worth individuals, families, and other various organizations achieve their financial goals. For decades, we have built lasting relationships by delivering personalized tax, accounting, and consulting services tailored to each client's unique needs.
Our team serves a diverse client base spanning privately held businesses, real estate investors, construction and manufacturing companies, professional service firms, family offices, and affluent individuals. We pride ourselves on combining deep technical expertise with a hands-on, relationship-driven approach that allows us to act as trusted advisors rather than just service providers.
As our firm continues to grow, we remain dedicated to fostering a collaborative culture where professionals are empowered to make an impact, develop their careers, and provide exceptional value to the clients and communities we serve.

Why join us?

Competitive Salary and Benefits
Great Company Culture with an Established Firm
Growth Opportunity
Hybrid Work Schedule

Job Details

Senior Tax Manager
The Senior Tax Manager will be a key leader within the Tax Practice, responsible for managing complex client relationships, overseeing tax compliance and planning engagements, and mentoring a team of tax professionals. A significant portion of this role will focus on advising high-net-worth individuals, families, trusts, and business owners, while also supporting a diverse client base across closely held businesses, real estate, professional services, manufacturing, construction, and private investment entities. This role requires strong technical tax expertise, leadership capabilities, and a client-focused mindset to deliver high-quality tax solutions and strategic guidance.
Key Responsibilities

Manage a diverse portfolio of high-net-worth individuals, family groups, trusts, estates, and privately held business clients.
Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
Lead sophisticated tax planning and consulting engagements for high-net-worth individuals, family offices, executives, entrepreneurs, and closely held businesses.
Advise clients on wealth preservation, income tax minimization, estate planning, charitable giving, succession planning, and multi-generational wealth transfer strategies.
Develop and implement tax-saving strategies for clients across multiple industries, including real estate, manufacturing, construction, professional services, and private investment partnerships.
Serve as a trusted advisor to business owners and affluent individuals on tax, financial, and business matters.
Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.
Supervise, mentor, and develop Tax Managers, Seniors, and Staff.
Review workpapers and ensure compliance with firm quality standards.
Participate in business development activities, client retention efforts, and referral network development.
Monitor changes in tax legislation and assess the impact on clients and their businesses.
Collaborate with partners and other service lines to deliver integrated tax, advisory, and wealth planning solutions.

Qualifications

Bachelor's degree in Accounting, Finance, or related field
Active CPA license required
8+ years of public accounting tax experience
Progressive experience managing complex tax engagements
Strong knowledge of federal, state, and local tax regulations
Experience reviewing partnerships, S corporations, C corporations, trusts, estates, and individual tax returns
Significant experience working with high-net-worth individuals, family groups, and closely held businesses
Demonstrated leadership and staff development experience
Strong communication, presentation, and client relationship management skills
Experience with tax software and research platforms

Preferred Experience

High-net-worth individual and family tax planning
Family office and private wealth advisory services
Estate, gift, and trust taxation
Multi-state taxation
Pass-through entity taxation
Real estate and private investment partnership taxation
Mergers & acquisitions tax consulting
Construction, manufacturing, and professional services industry experience
Business advisory and consulting services

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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