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 strong work/life balance, with no typical tax busy season and most weeks operating on a 40-hour work week. Fully remote work is allowed, and the position can be worked 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.
• Grow technical competence by applying technical developments to complex situations.
• Manage the client experience as the primary point of contact for about 75 clients.
• Invest in professional development through individual efforts and firm-wide learning and development programs.
• Support the growth and development of team members through coaching and mentoring.

Requirements

• Eight (8)+ years’ experience in tax return review and planning for high net worth individuals.
• 4-year degree required.

Preferred Qualifications

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

Compensation & Benefits

• Pay range: $25.50 to $84.00.
• The final compensation will depend on relevant factors including skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs.
• A compensation and benefits package is offered to eligible employees.

Location

• Fully remote work is allowed.
• This position can be worked from any location.

Equal Opportunity Statement

All qualified applicants will receive 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 or local law.