Senior Tax Manager

Richard B. Homes, CPA, LLC|Charleston, South Carolina|Full-Time Richard B. Homes, CPA, LLC is a Charleston, South Carolina CPA firm providing tax, accounting, payroll, and consulting services — \"Accounting for Life.\" We are seeking an experienced Senior Tax Manager to join our team and be part of tax engagements for a diverse client base of businesses, individuals, estates, trusts, and non-profits. ABOUT THE ROLE As Senior Tax Manager, you will serve as the tax in-charge primarily for business and individual tax engagements, as well as some estate, trust, and non-profit tax engagements. You will work directly with clients throughout the year, prepare and review income tax returns ranging from simple to complex (including multi-state returns), and collaborate closely with the firm's supervisors and ownership on technical tax matters. This is an excellent opportunity for a motivated tax professional to grow within a well-established, client-focused CPA firm. We work as a team and look forward to meeting you! KEY RESPONSIBILITIES Serve as tax in-charge on business, individual, estate, trust, and non-profit engagements Prepare simple to complex income tax returns, including multi-state and consolidated returns Review tax returns prepared by other staff members, as needed Develop and maintain strong working relationships with assigned clients; may include occasional travel to client sites Maintain regular client contact throughout the year, promptly returning calls and emails Research technical tax matters to ensure client compliance and document findings in client workpapers Gather and document client financial information and tax support, keeping thorough, organized client files Coordinate tax journal entries with clients and assist with entries in QuickBooks or other accounting systems Communicate compliance deadlines to clients, including extensions, estimated tax payments, and filing due dates Use the firm's secure client portal to exchange documents and manage e-signatures Monitor engagement budgets and timelines, escalating scheduling or scope concerns to a supervisor Collaborate with the client service team, manager, and/or firm owner, keeping them informed of important developments Demonstrate strong project management, teamwork, and use of current tax technology and tools Maintain accurate time records and submit timesheets promptly each pay period Follow all firm policies, including client confidentiality, data safeguarding, and cybersecurity/phishing awareness practices Pursue ongoing professional development through continuing tax and accounting education QUALIFICATIONS Minimum of 4 years of tax preparation experience with a CPA firm Strong technical knowledge of individual, business, estate and trust taxation Experience preparing multi-state tax returns preferred Proficiency with QuickBooks and modern tax preparation/research software Excellent communication skills and a client-service mindset Strong organizational skills with the ability to manage multiple engagements and deadlines Self-starter who works well independently and as part of a team CPA license or CPA candidate strongly preferred COMPENSATION & BENEFITS Salary range: $90,000+ for candidates at the Senior level, up to $130,000 for more experienced candidates, commensurate with experience and credentials. LOCATION Charleston, South Carolina — on-site, with occasional travel to client locations. #J-18808-Ljbffr