Tax Manager - Senior Level

Overview

The organization is seeking a Senior Tax Manager who combines strong technical expertise with a collaborative leadership style and a strategic, forward-thinking mindset. This role supports clients as a trusted advisor while leading internal teams to deliver high-quality, strategic tax services.

Remote work is considered.

Responsibilities

Client Advisory & Technical Leadership

• Advise clients on tax implications related to business decisions, transactions, and long-term planning strategies
• Lead complex tax research and develop practical, risk-aware solutions for sophisticated client situations
• Review and oversee preparation of pass-through entity and high-net-worth individual tax returns
• Provide clear, concise guidance on tax risks, opportunities, and regulatory changes
• Serve as a primary point of contact for complex client tax matters and maintain strong client relationships

Team Leadership & Collaboration

• Lead, mentor, and develop tax professionals, fostering a culture of accountability, learning, and collaboration
• Delegate effectively while maintaining visibility into project progress and quality
• Support cross-functional teamwork across departments to deliver integrated client solutions
• Assist in training initiatives and knowledge-sharing across the firm

Process Improvement & Innovation

• Identify and implement process improvements, including leveraging technology and AI tools
• Promote best practices that enhance efficiency, accuracy, and scalability
• Help shape workflows that balance structure with flexibility in a fast-paced environment

Business Development & Firm Growth

• Build and expand client relationships through networking, referrals, and market engagement
• Identify additional service opportunities and contribute to firm growth strategies
• Participate in marketing initiatives and represent the firm with professionalism

Operational Excellence

• Review tax accruals and supporting documentation
• Oversee responses to IRS notices and represent clients when needed
• Ensure timely, accurate delivery of client work products
• Contribute to internal communications on tax law changes and industry developments

Requirements

• Bachelor’s degree in Accounting or related field required
• CPA license (Pennsylvania preferred)
• 8+ years of public accounting experience with a focus on tax
• Strong experience with pass-through entities and high-net-worth individuals
• Knowledge of Pennsylvania and local tax regulations
• Proficiency with Microsoft Office; experience with Wolters Kluwer and Bloomberg Tax Fixed Assets is preferred

Preferred Qualifications

• Advanced degree (Master’s in Taxation or JD/LLM) is a plus
• Experience in areas such as closely held businesses, nonprofit organizations, estate and gift taxation is a plus

Core Traits & Work Style

• Proactive and forward-thinking, with the ability to anticipate challenges and opportunities
• Confident decision-maker comfortable navigating ambiguity and driving outcomes
• Strong leadership presence with a collaborative, team-first mindset
• Analytical and direct communicator who can translate complex issues into clear guidance
• Energized by change, variety, and working across multiple priorities
• Results-oriented, with a natural drive to improve systems, processes, and team performance
• Comfortable balancing big-picture strategy with attention to critical details

Compensation & Benefits

• Not specified in the provided job description.

Location

• Remote work is considered.