Tax Senior Manager- Individual Tax Services

Overview

This role provides U.S. individual tax services to firm Partners through an internal contract arrangement, supporting tax preparation, planning, and consulting. Work schedule is designed to avoid an intense tax “busy season,” with most weeks operating at a 40-hour work week.

This position can be worked from any location; fully remote work is allowed.

Responsibilities

• Provide compliance and consulting services to 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
• Serve as the primary point of contact for approximately 75 clients and manage the client experience
• Invest in professional development through participation in firm learning and development programs
• Support the growth and development of team members through mentoring and coaching

Requirements

• Eight (8)+ years of experience in tax return review and planning for high net worth individuals required
• 4 year degree required
• 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
• 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; Masters 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
• Actual compensation will depend on 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; can be worked from any location.