Senior Tax Manager

ABOUT THE ROLE

A fast-growing, technology-enabled advisory firm is seeking a Senior Tax Manager to lead tax compliance, planning, and advisory services for a diverse portfolio of closely held businesses, entrepreneurs, investors, and high-net-worth individuals. This role offers significant client exposure, leadership responsibility, and a clear path toward partnership. The ideal candidate will be an entrepreneurial tax professional who enjoys serving as a trusted advisor while leveraging innovative technology and AI-driven solutions to enhance client outcomes.

RESPONSIBILITIES

• Lead the preparation and review of complex federal, state, and local tax returns for partnerships, S-corporations, C-corporations, and individuals.
• Serve as the primary tax advisor to business owners, entrepreneurs, investors, and high-net-worth clients.
• Deliver proactive tax planning and strategic guidance across a variety of entity structures and industries.
• Identify tax-saving opportunities and provide solutions to complex tax issues.
• Review and maintain the highest standards of technical accuracy, compliance, and quality.
• Leverage technology and AI-enabled tools to improve efficiency, scalability, and client service.
• Develop and enhance tax processes, workflows, and quality control procedures.
• Partner with firm leadership to strengthen client relationships and support practice growth initiatives.
• Assist in expanding service offerings and identifying new business opportunities.
• Mentor and develop junior tax professionals while fostering a collaborative team environment.
• Support advisory engagements involving entity structuring, business growth strategies, and transaction planning.

QUALIFICATIONS

• Bachelor s degree in Accounting, Finance, or related field.
• Active CPA required.
• 8+ years of public accounting tax experience.
• Strong experience serving closely held businesses and their owners.
• Deep knowledge of federal and state taxation for partnerships, S-corporations, C-corporations, and individual taxpayers.
• Experience reviewing complex tax returns and providing tax planning and advisory services.
• Strong client relationship management and communication skills.
• Entrepreneurial mindset with the ability to operate effectively in a high-growth environment.
• Comfortable utilizing technology, automation, and AI-driven solutions.
• Experience with tax software such as UltraTax and/or CCH Axcess preferred.
• Experience with QuickBooks, Sage, NetSuite, or similar accounting platforms preferred.
• Exposure to SALT, trusts & estates, international tax, transaction structuring, or M&A tax advisory is a plus.

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