Senior Tax Manager - Tax Director - Partner Track
$140k - $180kEverforth, Cybercoders
Job Description
Job Description
Tax Director
After 20yrs, our practice has since grown into a regional leader for work life balance & consistently being voted one of the best places to work for public accounting in PA.
Because of our growth, we are looking for a Senior Tax Manager or Director level person to play a key role in delivering strategic tax advisory and planning services while managing complex tax engagements for high-net-worth individuals, trusts, estates, partnerships, corporations, and closely held businesses. You will be working closely with Partners, Managers, and clients, you will develop practical tax strategies and serve as a valued advisor on both tax and business matters.- Acting as the lead advisor for a diverse portfolio of complex tax clients.
- Delivering year-round tax planning and consulting recommendations designed to support client goals.
- Managing and reviewing sophisticated tax engagements across a variety of industries.
- Establishing and maintaining strong relationships with business owners, executives, and high-net-worth individuals.
- Coaching, mentoring, and developing Managers, Senior Accountants, and Staff.
- Recognizing opportunities to broaden client engagements and introduce additional firm services.
- Supporting networking efforts, business development activities, and community involvement initiatives.
- Partnering with firm leadership to drive practice growth and improve operational effectiveness.
Additional Responsibilities
- Oversee the preparation and technical review of complex tax returns, including individual, trust, estate, partnership, S corporation, and C corporation filings.
- Advise clients on strategic tax matters related to business transactions, entity formation and structure, succession planning, and tax minimization opportunities.
- Serve as the primary contact for key client relationships, ensuring a high level of service and responsiveness.
- Collaborate with firm leadership to identify prospective business opportunities and contribute to growth initiatives.
- Conduct research and guide the resolution of challenging federal, state, and local tax issues.
- Represent clients before the IRS and other taxing authorities, including handling audits, notices, and technical tax inquiries.
- Stay informed on evolving tax laws and regulations, communicating relevant impacts and planning opportunities to clients and team members.
- Manage multiple client engagements, including staffing, budgeting, scheduling, and overall project execution, while maintaining quality and profitability targets.
- Provide leadership, coaching, feedback, and performance evaluations to Managers, Senior Accountants, and Staff Accountants.
- Encourage collaboration across teams while promoting technical expertise, accountability, and high performance.
- Participate in recruiting, interviewing, hiring, and retaining top talent.
- Support firm-wide initiatives, process enhancements, and technology adoption efforts to improve efficiency and client experience.
Qualifications
- Bachelor's or Master's degree in Accounting, Taxation, Finance, or a related discipline.
- Active CPA license required.
- Minimum of 10 recent years of progressive tax experience within a public accounting environment.
- Proven success leading complex tax engagements and managing high-level client relationships.
- Experience supervising, mentoring, and developing accounting professionals.
- Advanced technical expertise in individual, partnership, corporate, trust, and estate taxation.
- Demonstrated leadership abilities with a strong track record of mentoring and developing teams.
- Business development acumen with the ability to strengthen existing client relationships and generate new opportunities.
- Strong analytical, organizational, written, and verbal communication skills.
- Ability to balance multiple priorities in a deadline-driven environment while maintaining a high level of accuracy and attention to detail.
- Client-focused approach paired with sound professional judgment and problem-solving capabilities.
- Experience with CCH Axcess Tax, CCH ProSystem fx, and Bloomberg Tax (BNA) is preferred.
Benefits
- Vacation/PTO
- Hybrid/Remote Schedules
- Summer Fridays
- Partner Track
- Medical
- Dental
- Vision
- Bonus
- 401k
Salary
$140000 - $180000 USD per year$91k - $321.5k
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