Senior Tax Manager

Overview

This role is within the Tax department and supports income tax and financial planning services for individuals and complex entities. Work is available as Remote or Hybrid.

Responsibilities

• Review high-net-worth individual, partnership, gift and estate, trust preparation, joint venture, noncorporate entity, and combined state tax returns, ensuring tax compliance.
• Review very complex individual tax returns.
• Manage and develop income tax and financial planning client relationships.
• Partner with tax partners and other tax staff on client management, practice development, and business development activities.
• Maintain active communication with clients to manage expectations, ensure client satisfaction, and meet deadlines.
• Consult and collaborate with clients to recommend business and process improvements and serve as a business adviser.
• Supervise and support multiple engagements in partnership and individual taxation.
• Prepare year-end projections.
• Research tax issues.
• Mentor associates and guide them on tax matters.
• Maintain strong presentation skills (oral and written).
• Prepare working trial balance and year-end adjusting entries.

Requirements

• 7+ years of public accounting experience
• 2+ years of supervisory or management experience
• Broad understanding of tax law with specialized knowledge in one or more areas, such as:
  • Partnerships
  • HNW individuals
  • Corporate taxation
  • Taxation of pass-throughs
  • Entities
  • Estate and gift tax
  • Investment advisory
  • Financial planning
• Ability to prepare working trial balance and year-end adjusting entries
• Strong technical expertise in tax preparation and review, tax compliance, and tax research
• Excellent analytical, organizational, and written and verbal communication skills
• Demonstrated ability to use Excel, Word, and CCH Axcess
• Outstanding leadership, mentoring, and interpersonal skills to foster client and staff relationships

Educational Requirements

• Bachelor’s degree in Accounting, Finance, or other business-related fields
• CPA certification is required

Compensation & Benefits

• Annual salary target: $115,000 - $185,000
• Final compensation will be determined based on market demand, education, experience, and skill set.
• Note: The salary target is not representative of total compensation.

Benefits may include:

• Medical, dental, and vision insurance
• Profit-sharing plan
• Parental leave
• 401(k) match
• Life and disability insurance
• Certification incentives
• Education assistance
• Referral program
• Continuing education

Location

Remote or Hybrid