Senior Tax Manager

Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000018515Salary Type AnnuallyIndustry Accounting & Accounting Services;Broker Dealer;Financial Services;Hedge Fund;Private Equity;Public AccountingSelling Points Shape impactful tax strategies for high-net-worth clients and businesses. Drive growth in a collaborative, hybrid work environment with unlimited PTO. Lead a dynamic team with partner-track opportunities.Job DescriptionOverviewLead tax compliance and advisory services for high-net-worth individuals, families, and businesses in a dynamic accounting firm.Contribute to strategic leadership, co-heading the tax department and driving operational excellence.Engage in thought leadership initiatives, technology advancements, and staff development programs.Collaborate with clients on tax planning, compliance, and advocacy services tailored to their needs.Supervise and mentor staff to enhance their professional growth and support departmental objectives.Work in a hybrid environment, balancing remote and on-site responsibilities effectively.Contribute to the firm’s growth by expanding client services and developing new business opportunities.Key Responsibilities & DutiesManage the tax department, ensuring compliance with regulations and delivering exceptional client service.Prepare and review individual income tax returns for high-net-worth individuals and families.Oversee gift tax returns and coordinate estate and wealth-transfer planning strategies.Advise closely held businesses on tax compliance and planning, including pass-through entities.Sign off on high-level compliance reviews and tax returns, ensuring accuracy and adherence to standards.Develop proposals and foster relationships with prospective and existing clients.Supervise engagements and special projects, ensuring timely and efficient delivery.Train, evaluate, and mentor staff, promoting their professional development and growth.Stay updated on tax issues and business trends impacting clients, providing informed advice.Job RequirementsBachelor's degree in Accounting or related field; Master's preferred.CPA certification with 10+ years of tax experience in public accounting.5+ years of supervisory experience, mentoring and counseling associates.Expertise in individual income taxation, gift tax returns, and closely held business taxation.Strong client-facing experience with excellent interpersonal and communication skills.Proficiency in managing tax engagements and monitoring deliverable timelines.Ability to thrive in a dynamic, collaborative, and detail-oriented environment.Commitment to diversity, inclusivity, and equal opportunity in the workplace.