Senior Tax Manager

Job Description

Job Description

Senior Tax Manager

Our client is a top 50 national advisory firm blending deep expertise with a human-first approach. We build lasting relationships and deliver strategic solutions across accounting, assurance, tax, advisory, and private client services.

We believe success is a shared journey. Our culture fosters collaboration, innovation, and growth within a high-performing, balanced environment where career development and personal well-being go hand in hand. We are committed to helping you advance your career, expand your expertise, and achieve a fulfilling work-life balance. Here, your success is our success.

Our team members deliver timely, accurate work, maintain clear communication, and take ownership of their development. By aligning efforts with firm values, they establish a foundation for long-term growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation.

Position Summary & Your Impact

Provide strategic leadership for complex tax engagements, serving as a key advisor to clients and a technical resource for internal teams.

Essential Duties:

• Strategic Client Advisory: Advise on tax planning, transaction structuring, succession planning, and long-term tax minimization for high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures.
• Technical Oversight: Review highly complex tax returns to ensure technical accuracy, compliance with federal, state, and local regulations, and alignment with client goals.
• Leadership & Mentorship: Coach managers and senior associates through goal-setting, continuous feedback, and performance reviews to foster leadership development and succession planning.
• Process Optimization: Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability.
• Cross-Functional Collaboration: Partner across service lines—including assurance, advisory, and client accounting—to deliver integrated solutions.
• Business Development: Contribute to growth via client pitches, proposals, and pricing strategies; represent the firm at industry events and networking forums.
• Practice Management: Oversee resource allocation and engagement planning to ensure productivity and profitability. Meet annual billable hour and individual productivity targets.

Your Background

• Experience: 8+ years of experience in public accounting and tax preparation.
• Credentials: Bachelor’s degree in accounting or a related field; CPA license required (or actively eligible).
• Technical Expertise: Deep knowledge of federal, state, and local tax laws with a proven ability to deliver strategic entity structuring and transaction advisory.
• Systems Proficiency: Advanced proficiency in modern tax compliance software and digital research tools.
• Leadership: Proven track record of managing, coaching, and developing multi-level teams across concurrent engagements.
• Communication: Exceptional skills to convey complex tax concepts clearly to clients and stakeholders.
• Commitment: Full-time commitment with flexibility to work additional hours during peak deadlines.

We invest in your personal and professional growth, offering the flexibility to enjoy life outside of work.

What We Offer:

• Generous paid time off (PTO)
• Comprehensive medical, dental, vision, life, and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (after one year of service)
• Mentorship, career development, and CPA exam support
• Firm-sponsored networking events, holiday parties, and busy-season milestone celebrations