Tax Senior Manager

Overview

This role involves serving as a Subject Matter Expert within the business unit, sharing knowledge, and making recommendations on internal department procedures. The position requires recognizing business opportunities for clients and the organization, acting as a trusted advisor, and managing client relationships with a focus on industry trends and proactive communication.

Responsibilities

• Serve as a trusted advisor to clients, identifying issues and conflicts and communicating solution options proactively.
• Manage staff on engagement deliverables such as financial statements, tax returns, and work papers.
• Conduct technical and strategic reviews as part of the final engagement review team to ensure quality control standards.
• Participate in new client development in partnership with upper management, including client meetings, presentations, and proposal development.
• Manage billing and realization on assigned clients, develop engagement budgets, and explain variances.
• Understand clients' Qualified Plan needs where applicable.
• Supervise, train, and mentor staff, providing performance feedback and evaluations.
• Foster a team environment, support management decisions, and contribute to a positive culture.
• Perform additional responsibilities as assigned.

Requirements

• Bachelor's degree required.
• Minimum of 8 years of experience in public accounting or a related field.
• At least 5 years of supervisory experience.
• Active CPA or equivalent certification required.
• Ability to manage all aspects of client engagements.
• Strong organizational skills to manage deadlines, multiple assignments, and prioritization.
• Excellent verbal and written communication skills across all organizational levels.
• Proficient in applicable technology.
• Ability to travel as needed based on business requirements.

Location

This position may require travel based on business needs.