Senior Tax Manager

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Paid time off
• Training & development

Senior Tax Manager

 
Boutique Tax & Advisory Firm (High-Touch, Growth-Focused)

 
Position Overview

 
We are seeking a Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and accounting firm.

 
This role is designed for a technically strong, client-facing leader who can own the review process, develop staff, and deliver proactive tax strategy to business owners and high-income individuals.

 
The ideal candidate thrives in a high-performance, relationship-driven environment and is motivated by building systems, improving processes, and elevating client experience.

 
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Key Responsibilities

 
1. Tax Review & Compliance Oversight
•    Review complex business and individual tax returns (1120S, 1065, 1120, 1040)
•    Ensure accuracy, completeness, and strategic optimization of all filings
•    Reduce review notes and rework through team training and systems
•    Maintain firm-wide quality control standards

 
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2. Tax Planning & Advisory
•    Lead and deliver proactive tax planning for business owners and high-net-worth clients
•    Identify and implement advanced strategies (entity structuring, 199A, compensation optimization, etc.)
•    Collaborate with bookkeeping and CFO services to ensure planning is data-driven
•    Participate in client strategy meetings and year-round advisory

 
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3. Team Leadership & Development
•    Manage and mentor tax staff and preparers
•    Train team on technical tax matters and firm processes
•    Improve staff efficiency, accuracy, and independence
•    Conduct performance reviews and contribute to hiring decisions

 
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4. Workflow & Process Management
•    Oversee return workflow from preparation to final delivery
•    Identify bottlenecks and implement process improvements
•    Help build scalable systems and SOPs
•    Ensure deadlines are consistently met without partner intervention

 
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5. Client Relationship Management
•    Serve as a primary point of contact for key clients
•    Communicate complex tax concepts in a clear, confident manner
•    Build long-term client relationships through proactive communication
•    Identify opportunities to expand services (bookkeeping, planning, advisory)

 
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Success Metrics (KPIs)

 
This role will be measured on:
•    Review Efficiency : Turnaround time on returns
•    Accuracy Rate : Reduction in reviewer corrections and rework
•    Client Retention & Growth : Expansion of services within existing clients
•    Realization Rate : Minimizing write-downs
•    Staff Development : Team performance and independence
•    Planning Revenue Growth : Increased advisory engagement

 
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Qualifications

 
Required
•    5–10+ years of tax experience in public accounting
•    Strong experience reviewing business returns (S-Corp, Partnership)
•    Proven experience managing staff and reviewing work
•    Deep understanding of tax strategy for business owners
•    Excellent communication and client-facing skills

 
Preferred
•    CPA or EA (strongly preferred but not required)
•    Experience in a boutique or high-touch firm environment
•    Experience with tax planning and advisory services
•    Familiarity with Thomson Reuters suite (UltraTax, Practice CS, etc.)

 
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Compensation & Structure
•    Base Salary : $100,000-$125,000 (depending on experience)
•    Performance Bonus tied to:
•    Production
•    Team KPIs
•    Client growth
•    Upside Potential : Leadership track into Director / Partner role

 
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Why This Role Is Different
•    You will lead, not just review
•    You will be involved in real tax strategy, not just compliance
•    You will help build a top-tier boutique firm model
•    You will work with high-quality clients (not volume-driven returns)
•    You will have direct impact on firm growth and systems

 
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Ideal Candidate Profile (What “A Players” Look Like Here)
•    Thinks like an owner, not an employee
•    Obsessed with accuracy and efficiency
•    Strong communicator with confidence in client meetings
•    Enjoys mentoring and building teams
•    Wants to grow into a leadership role