Senior Tax Manager - Individual Tax

Overview

An established professional services firm is seeking an experienced Senior Tax Manager to join their growing Individual Tax & Owner Advisory practice. This role involves serving as a trusted advisor to business owners, executives, and high-net-worth individuals by providing sophisticated tax planning, compliance, and consulting services.

The position offers opportunities to work closely with firm leadership, lead complex client engagements, mentor developing professionals, and collaborate across multiple specialty practices to deliver comprehensive solutions that create long-term value for clients.

Responsibilities

Tax Planning & Advisory

• Serve as a technical leader for individual and owner-level taxation matters.
• Advise business owners and executives on tax planning strategies including pass-through entity taxation, estimated tax planning, compensation planning, state and local tax considerations, succession and exit planning, and wealth preservation strategies.
• Review tax projections and planning analyses to support client decision-making.
• Research complex tax issues and provide practical recommendations.

Client Relationship Management

• Build trusted relationships with clients and serve as a strategic advisor throughout the year.
• Participate in planning discussions related to tax, business, and ownership matters.
• Collaborate with attorneys, financial planners, bankers, investment advisors, and other external professionals.
• Identify opportunities to provide additional value through advisory, technology, and outsourced accounting services.

Compliance & Technical Review

• Review complex individual, fiduciary, gift, and related tax returns, including Forms 1040, 1041, and 709.
• Ensure engagements are completed accurately, efficiently, and on schedule.
• Maintain high standards of technical quality and regulatory compliance.
• Stay informed on tax law developments affecting business owners, trusts, estates, and executives.

Leadership & Team Development

• Mentor, coach, and develop Tax Managers, Senior Associates, and Staff.
• Provide technical guidance and review work product to support professional growth.
• Contribute to training initiatives, process improvements, and best practices within the tax practice.
• Help drive operational excellence, scalability, and quality across engagements.

Requirements

• Bachelor's degree in Accounting or a related field.
• Active CPA or EA license.
• Minimum of 7 years of public accounting tax experience.
• Strong technical knowledge of individual, fiduciary, partnership, and S corporation taxation, as well as owner-level tax planning.
• Experience reviewing complex Forms 1040, 1041, and 709.
• Experience advising closely held business owners and executives.
• Excellent communication, project management, and relationship-building skills.
• Ability to mentor and develop professionals across multiple levels.

Preferred Qualifications

• Master's in Taxation (MST), J.D., or LL.M. in Taxation.
• Experience serving architecture, engineering, construction (AEC), or professional services clients.
• Experience supporting mergers and acquisitions, succession planning, or wealth preservation strategies.
• Personal Financial Specialist (PFS), CFP®, or similar advisory credential.
• Experience with tax technology platforms such as CCH Axcess, GoSystem, or ProSystem fx.
• Demonstrated success driving process improvements and practice scalability initiatives.

Additional Experience

• Experience working successfully in a fully remote environment.
• Previous work within the Tax Department of a leading professional service firm.
• Experience within the AEC industry.

Compensation & Benefits

• Salary commensurate with experience, based on skill sets, experience, knowledge, licensure, certifications, and geography.
• Health & wellness options including three medical plans tailored to different needs and budgets.
• Access to zero-cost telehealth services and wellness discounts for gym memberships, nutrition guidance, and mental health support.
• Flexible paid time off policy and 10 paid holidays.
• Employer-backed Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs).
• Employer-paid life, accidental death & dismemberment (AD&D), and comprehensive short- and long-term disability insurance.
• Employee Assistance Program and access to personal insurance options.

Location

This is a fully remote position with opportunities to work from anywhere.

Equal Opportunity

The organization is committed to building an inclusive workplace and provides reasonable accommodations for individuals with disabilities throughout the application and employment process. Candidates from underrepresented groups and nontraditional backgrounds are strongly encouraged to apply.