Senior Tax & Assurance Manager

Overview

This role serves as the primary client leader across tax, audit, and assurance engagements, providing technical guidance on complex tax matters and overseeing assurance and accounting work using applicable professional standards.

Responsibilities

• Act as the primary point of contact for clients across tax, audit, and assurance engagements
• Review complex tax returns, including corporate, partnership, trust, estate, and LLC filings
• Provide technical expertise in tax law, compliance, and planning strategies
• Use UltraTax (or similar) to review and manage tax engagements at a high level
• Lead assurance and accounting engagements, applying GAAP and governmental (GASB) standards
• Oversee client accounting functions and take ownership of ongoing books and financial reporting
• Review work prepared by senior and staff accountants to ensure accuracy and quality control
• Supervise and mentor team members, supporting development and performance
• Manage and grow the firm’s book of business as a front-line leader
• Partner with leadership to improve processes and support practice growth

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field required; Master’s in Accountancy or Taxation preferred
• Active CPA license required
• 7+ years of progressive public accounting experience in both tax and assurance services
• 3+ years of leadership experience managing staff, client engagements, and project workflows
• Demonstrated success managing complex engagements for a variety of entity types, including S corporations, C corporations, partnerships, trusts, and estates
• Strong preference for public accounting firm experience
• Advanced knowledge of tax compliance, tax planning, and applicable tax laws and regulations
• Extensive experience reviewing and overseeing complex tax returns across multiple entity structures
• Strong understanding of GAAP, GAAS, and governmental accounting standards (GASB/GAGAS)
• Proficiency with leading tax and audit software platforms such as UltraTax, CCH Axcess, ONESOURCE, or similar technologies
• Advanced Microsoft Office skills, with a strong emphasis on Excel
• Excellent verbal, written, and presentation skills
• Strong analytical, problem-solving, and strategic-thinking abilities
• Ability to communicate complex accounting and tax concepts clearly to clients and team members
• Proven leadership skills with the ability to manage multiple engagements and competing priorities effectively
• Strong client relationship management and advisory experience, with a focus on delivering exceptional service
• Experience coaching, developing, and evaluating team performance while maintaining high standards of quality, efficiency, and client satisfaction

Preferred Qualifications

• Public accounting firm experience strongly preferred

Compensation & Benefits

• Compensation range: $130,000—$160,000 USD
• Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
• Paid Parental Leave
• 401(k) Matching Program
• Pre-Tax Commuter Benefits
• Pet Insurance
• Unlimited Flexible Time Off
• 7 Company‑Paid Holidays
• Employee Assistance Program (EAP)
• Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance

Location

United States

Work Authorization Requirement

Applicants must be legally authorized to work in the United States without current or future employer sponsorship unless otherwise stated in the job posting.