Tax Senior Manager- Individual Tax Services

Overview

This internal contract position provides U.S. individual tax services to firm partners, including tax preparation, planning, and consulting. The role is designed for a steady year-round schedule with a limited fall busy season, and most weeks are a 40-hour work week. Fully remote work is allowed, and the work can be performed from any location.

Responsibilities

• Provide compliance and consulting services to firm partners
• Perform technical review of complex individual tax returns and all supporting tax documents
• Lead multiple engagements delivering proactive tax planning and strategic consulting
• Apply technical developments to complex situations to grow technical competence
• Manage the client experience as the primary point of contact for approximately 75 clients
• Invest in professional development individually and through firm-wide learning and development programs
• Support the growth and development of team members through mentoring and coaching

Requirements

• Eight (8)+ years’ experience in tax return review and planning for high net worth individuals required
• 4-year degree required
• Available to work on a contract basis through April 30th 2027
• Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax
• Experience providing federal tax compliance and consulting services in a professional services firm
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
• Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Preferred Qualifications

• Bachelor’s degree in accounting or law, or a similar degree in business; master’s or advanced degree desirable
• CPA preferred
• Two (2)+ years’ of supervisory experience mentoring and counseling associates preferred

Compensation & Benefits

• Pay range: $25.50 to $84.00 (good-faith and reasonable estimate at the time of posting)
• Actual compensation will depend on factors including skills, experience, qualifications, professional certifications, work arrangements, geographic location, and business/organizational needs
• Compensation and benefits package offered to eligible employees

Location

• Fully remote; can be worked from any location.

Equal Opportunity

The employer is an equal opportunity/affirmative action employer and provides consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, and local law.