Tax Senior Manager

Overview

This role can be worked remotely. The organization is a multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. This position focuses on advanced specialized tax expertise within private client services.

Responsibilities

• Provide advanced specialized tax expertise in private client services and high-net worth tax.
• Review research findings, tax returns, and work papers; formulate conclusions consistent with firm policies and professional standards; determine implications and best course of action for client.
• Ensure all tax advice is technically correct and properly documented.
• Maintain a strong understanding of the firm’s policies, procedures, and professional standards.
• Demonstrate strong communication skills.

Client Service Excellence

• Listen to clients, anticipate needs, adapt to client priorities/agenda, and plan accordingly.
• Lead engagement management and maintain the business relationship with a focus on high-quality tax service; seek additional or value-added services.
• Recognize client issues and risk tolerance.
• Understand the firm’s industry service groups and scope services to the client.

Business Growth

• Understand what is important to the client and how to maximize the relationship.
• Develop relationships to generate new business.
• Provide leadership in a community, business, or professional organization with emphasis on building a strong external network.
• Build and leverage strong internal/external networks.
• Actively participate in industry service group efforts.

People Management / Process

• Dedicate time to coaching and developing others through training and providing opportunities to help others succeed.
• Communicate client needs and facts to appropriate team members to execute the work.
• Build relationships across industry service groups to ensure client service excellence through an integrated approach.
• Build trustworthiness with clients and team members.
• Manage progression of quality deliverables on time, in scope, and within budget and/or realization goal.

Requirements

• Must be motivated, able to multi-task, and organized.
• Maintain a positive attitude; be cooperative and flexible with the type of work assigned and supporting other team members.
• Excellent verbal and written communication skills.
• B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus).
• CPA is required.
• Experience with 1040s and other non-business taxation documents is required.
• Strong technical skills in taxation.
• 5+ years of work experience.

Preferred / Additional Skills

• Knowledge of MS Office and other accounting and tax software programs.
• Assist with estate tax examinations.
• Enhance knowledge of income tax returns.

Compensation & Benefits

• New York Pay Range: $175,000—$225,000 USD
• Top tier health, dental, and vision plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and dependent care
• Life and voluntary life insurance
• Short- and long-term disability insurance
• 401k plan with matching contribution
• Defined contribution plan (profit sharing)
• Customized work arrangements
• Floating holidays and volunteer PTO
• Unlimited PTO for managers and above
• Referral bonus program
• Tuition reimbursement for advanced degree
• Healthy living reimbursement program
• Health & wellness app subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA state society membership reimbursement for managers and above
• OnDemand access to industry-leading CPE courses
• Summer Fridays at 1pm

Work Authorization

Applicants must be authorized to work in the United States without the need for employment-based visa sponsorship now or in the future. The organization does not sponsor applicants for U.S. work visa status for this position or for any future positions.

Location

New York pay range provided; remote work available.