Job Description
Job Description: Client OverviewGrowing professional services organization with a collaborative tax practice serving a diverse client base. Our client is seeking a Senior Tax Manager to join their team.
Salary/Hourly Rate$130k - $180k
Position OverviewThe Senior Tax Manager will lead complex tax engagements and provide strategic tax planning and advisory services to a diverse client base. This role will oversee sophisticated tax matters, manage client relationships, and provide leadership and development to tax professionals.
Responsibilities Of The Senior Tax Manager
Lead complex tax engagements involving high-net-worth individuals, multi-entity businesses, and sophisticated organizational structures.
Advise clients on tax planning, entity structuring, succession planning, transactions, and long-term tax strategies.
Review complex federal, state, and local tax returns for accuracy, compliance, and alignment with client objectives.
Develop engagement strategies and coordinate with internal specialists and external advisors as needed.
Research complex tax issues and stay current on changes to tax legislation and regulations.
Serve as a technical resource on emerging tax matters and industry developments.
Identify opportunities to improve tax processes, documentation, quality control, and engagement efficiency.
Mentor and develop managers, senior associates, and other tax professionals.
Build and maintain strong, long-term client relationships.
Collaborate with assurance, advisory, and accounting teams to provide integrated client solutions.
Participate in business development efforts, including proposals, client presentations, and pricing discussions.
Represent the firm at industry events, conferences, and networking opportunities.
Lead internal training and support ongoing professional development initiatives.
Oversee engagement planning and resource allocation to support productivity, profitability, and client satisfaction.
Meet established billable hour and performance expectations.
Required Experience/Skills For The Senior Tax Manager
8+ years of tax preparation and public accounting experience.
Strong knowledge of federal, state, and local tax regulations.
Experience with complex tax planning and advisory services.
Experience with entity structuring, succession planning, and transaction-related tax matters.
Proficiency with tax preparation, compliance, and research software.
Proven experience leading, mentoring, and developing tax professionals.
Excellent written and verbal communication skills.
Strong analytical, organizational, and project management abilities.
Ability to manage multiple complex engagements and meet deadlines.
Strong client relationship management and business acumen.
CPA license or CPA-eligible status.
Preferred Experience/Skills For The Senior Tax Manager
Experience working with high-net-worth individuals and complex multi-entity businesses.
Previous Senior Tax Manager or Tax Manager experience within a public accounting firm.
Experience with sophisticated tax planning and transaction advisory.
Experience working across multiple service lines, including assurance and advisory.
Business development and client acquisition experience.
Experience representing a firm at industry events and networking opportunities.
Education Requirements
Bachelor's degree in Accounting, Finance, or a related field required.
Benefits
Comprehensive benefits package.
Paid time off and company holidays.
Retirement savings plan with employer contribution opportunities.
CPA licensure and continuing education support.
Professional development and training opportunities.
Career advancement opportunities.
Collaborative and flexible work environment.
Culture focused on professional growth and work-life balance.