Tax Senior Manager-Private Foundations

Overview

A professional services firm is seeking a Tax Senior Manager to lead engagements focused on private foundations and high-net-worth individuals committed to philanthropy. This role involves managing complex tax planning and compliance for clients with significant charitable initiatives, including private operating foundations, foreign filings, alternative investments, and multi-state compliance. The position offers flexible work arrangements including fully remote, hybrid, or fully in-office schedules.

Responsibilities

• Manage client engagements ensuring proper planning, execution, and adherence to professional and firm quality standards.
• Communicate with clients to establish timelines and oversee staff performance during engagements.
• Review and approve tax returns and consulting work, providing technical assistance as needed.
• Serve as a technical resource for staff and clients, identifying and communicating new technical issues.
• Conduct sophisticated tax research, consulting, and analysis to plan transactions and resolve compliance issues.
• Provide business advice related to tax planning, compliance, and IRS examinations, appeals, and related practices.
• Support practice development and firm growth by assisting with new client proposals, identifying new work opportunities, and engaging in professional activities such as writing, speaking, and teaching.
• Lead administrative duties and initiatives within the Tax department.
• Develop and present in-house educational courses and participate in continuing professional education.
• Provide performance feedback to assigned staff and participate in recruiting and other organizational initiatives.
• Maintain ongoing communication with clients to enhance relationships.
• Perform other duties as assigned to support organizational needs.

Requirements

• Bachelor’s degree in accounting, finance, or a related field, or equivalent combination of education and experience.
• CPA license or equivalent certification.
• Ability to pass a credit check to remain eligible for the position.
• Minimum of 8 years of progressively responsible public accounting experience demonstrating broad expertise in taxation and compliance.
• Proven successful supervisory experience.

Compensation & Benefits

• Salary range: $144,000 to $229,758 annually.
• Comprehensive insurance coverage including fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees; subsidized dependent coverage.
• Paid time off including 10 holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees.
• Paid parental leave.
• Professional development support covering licensing, certifications, tuition, and association fees.
• Financial benefits including a matching 401(k), annual profit-sharing, performance bonuses, and recognition rewards.

Location

Flexible work options available: fully remote, hybrid, or fully in-office.