Senior Tax Manager

Overview

This role supports clients across tax planning, tax preparation, and select accounting and financial statement preparation responsibilities.

Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinate foreign tax filings.
• Manage client relationships by running meetings and handling client correspondence.
• Oversee semi-annual client meetings for financial review and tax planning, including preparation for meetings and follow-ups.
• Oversee client strategic planning activities.
• Oversee preparation, preparation, and analysis of dental practice buyer financial due diligence.
• Oversee preparation, review, and client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Monitor and manage assigned accounts to ensure required work is completed on schedule with the client’s internal Service Team.
• Research and answer client accounting and tax questions.
• Stay up to date on and research new tax laws; prepare internal educational materials.
• Maintain client satisfaction by addressing client needs with timely follow-up and communicating appropriate information to engagement partners and personnel.
• Provide formal or informal management of tax employees.
• Other duties as assigned.

Requirements

• Bachelor’s degree in accounting required.
• Master’s degree in accounting/finance or MBA is desired.
• CPA licensure — active.
• 7+ years of successful CPA firm experience and/or Big 4 experience.
• Heavy business tax experience (S-Corp, C-Corp, individual, trust).
• Expert communication skills, including listening.
• Willingness to understand and properly communicate difficult issues to clients.
• Commitment to developing technical and industry knowledge through personal reading, research, coursework, and other avenues.
• Comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes.
• Ability to correctly apply appropriate technical skills to a wide range of situations.
• Ability to research and provide solution options for difficult tax problems.
• Ability to build relationships in the business community to generate future leads and referrals.
• Knowledge and expertise in the medical and dental industry metric is ideal.

Compensation & Benefits

• Salary: $135,000 to $155,000 + 10-15% bonus potential.
• Employer-sponsored health insurance (medical, dental, vision).
• 401k + 5% match.
• Attractive total compensation package.

Location

United States — Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. The employer is unable to sponsor or take over sponsorship of employment visas at this time.

Equal Employment Opportunity

Equal employment opportunity applies in all employment practices and employment decisions are based on individual job qualifications and abilities. Discrimination is prohibited on the basis of protected characteristics under federal, state, and local law.