Senior Tax Manager

Overview

A Tax Senior Manager position is available, reporting to the Principal, with responsibilities including managing complex tax returns, overseeing multiple client engagements, and leading tax planning and business succession planning efforts. This role requires strong leadership, client management, and technical tax expertise.

Responsibilities

• Review complex tax returns, including consolidated or multi-state business returns, complex pass-through entities (including tiered partnerships), and complex individual returns.
• Prepare or review income tax provisions.
• Sign tax returns under supervision of the principal.
• Identify and research tax technical topics, compliance issues, and tax planning opportunities.
• Collaborate with clients to gather information, manage project flow, and ensure timely delivery of engagements.
• Oversee multiple client engagements, including supervising tax planning and business succession planning, managing to budget.
• Review tax return compliance for forms 1040, 1120S, 1065, and 1041.
• Consult with partners and business and individual tax clients on various matters.
• Build and maintain strong, long-term relationships with key client sponsors and grow the client base.
• Develop staff through supervision, coaching, and mentoring at all levels.
• Conduct performance reviews and contribute to performance feedback.
• Assist senior leaders with generating new business opportunities and building client networks.
• Understand service offerings and identify opportunities to better serve clients with comprehensive solutions.
• Ensure ongoing professional development through education.
• Provide thought leadership and insightful recommendations on complex issues leveraging expertise and experience.

Requirements

• BA/BS Degree in Accounting, Finance, or related field.
• Minimum 9 years of current public accounting experience.
• At least 5 years of experience leading teams, coaching, and mentoring staff.
• Minimum 4 years of experience with tax compliance, including review of Form 1040, 1120-S, and 1065 tax returns.
• CPA or EA certification required.
• Proficiency with computerized tax software and Microsoft Office.
• Strong client rapport and project management skills.
• Ability to manage multiple engagements and competing priorities in a fast-paced, results-based team environment.
• Strong leadership, recruiting, training, and mentoring skills.
• Excellent verbal, written, and presentation skills.

Preferred Qualifications

• Servant leadership focus on employee engagement, development, and positive culture building.
• Solutions-oriented mindset with ability to develop, articulate, and implement solutions.
• Strong collaboration skills across organizational levels and business units.
• Demonstrated integrity, consistency, and credibility.
• Ability to influence and gain support for ideas and initiatives without formal authority.

Compensation & Benefits

• Midpoint salary range: $179,074.22 (subject to variation based on experience and location).
• Flexible Time Off (FTO) policy effective from the first day of employment.
• Paid holidays, including recognition of time off during the last week of the calendar year when possible.
• Comprehensive wellness program with rewards.
• Flexible work arrangements.
• Health, dental, vision, life, and accident/death/disability insurance options.
• Health Savings Account (HSA) employer contributions.
• Nine paid holidays annually.
• Paid Parental Bonding Leave covering birth, adoption, and foster children.
• 401(k) plan with employer contributions.
• CPA bonus program including four paid exam days and four paid study days.
• Tuition reimbursement.
• Employee and client referral bonus programs.
• Pet insurance.
• Paid volunteer time (up to four hours annually) to support community involvement.

Location

US – Milwaukee or Remote

This role requires compliance with applicable professional standards and regulations related to tax and accounting services.