Senior Tax Manager

Overview

This role is for a Senior Tax Manager to lead a tax practice within the Tax Advisory department. You will serve as a hands-on leader and trusted advisor to high-net-worth clients, owning complex returns from preparation and review through filing. Responsibilities include managing internal and offshore preparation teams, acting as the department’s top technical resource, and improving productivity and accuracy through workflow development.

Responsibilities

• Serve as the primary technical advisor to high-net-worth individuals, families, and their related entities
• Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings, and significant investment activity
• Oversee gift and estate tax filings and coordinate with clients’ attorneys, wealth managers, and other advisors
• Provide proactive tax planning and projections to minimize liability and support long-term financial goals
• Directly manage and mentor a team of internal tax preparation professionals (with one or more Tax Preparers as direct reports)
• Oversee workflow, performance, and training of offshore tax preparation teams
• Foster collaboration and clear communication between internal and offshore teams
• Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate, and trust returns
• Manage and review federal, state, and local returns for individuals, partnerships, corporations, and trusts
• Critically review complex returns and workpapers for accuracy, completeness, and compliance with federal and state tax law
• Serve as the final point of review and provide technical guidance on complex tax issues
• Manage tax audits, inquiries, and correspondence with tax authorities
• Evaluate existing workflows to remove bottlenecks and improve efficiency and accuracy
• Use technology and automation to enhance the compliance process (from document collection through final filing)
• Create training materials and lead sessions to ensure the team is proficient in new workflows and software
• Act as a technical liaison between clients, tax authorities, and internal teams
• Coordinate with other departments to provide holistic, coordinated service to clients

Requirements

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
• Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field
• Proven experience managing or coordinating with offshore teams
• Strong knowledge of individual, trust, and business tax planning strategies
• Familiarity with tax, workflow, and communication software (e.g., UltraTax, G-Suite, CRM platforms)
• Ability to travel occasionally if needed

Preferred Qualifications

• Master’s degree in Taxation
• Experience in accounting, financial advisory, and/or consulting services

Compensation & Benefits

• Compensation: $145,000 - $170,000 / year
• Fully remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Unlimited Paid vacation
• Paid Sick Days
• Paid holidays
• Continuing education support
• Team-building events

Location

Remote