Tax Senior Associate/Tax Manager
Listed on 2026-06-16
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Finance & Banking
Financial Compliance, Tax Manager, Accounting & Finance, Financial Reporting
We’relooking for an experienced, proactiveTax Senior Associate orTax Managerwho is part of a high-performing team, supports clients with precision and heart, andhelpsdrive the future oftaxservices at JFS.
At JFS, we do things differently.
No red tape:
If you see a better way—we want you to run with it.
Remote flexibility:
Lead and grow without being stuck in a traditional office grind.
Purposeful leadership:Shape systems and make a real impact on client success.
ABOUT US:JFS Consulting is a well-established management consulting firm, founded in 2018, witha strong reputation for delivering tailored, results-driven strategies to businesses across a range of industries. We specialize in supporting rural healthcare hospitals and service-based organizations. JFS offers services such as financial consulting, tax strategy, long-term planning, operational efficiencies and financial transformation, and Fractional and Advisory CFO services.
WHAT YOU’LL DO:As aTax Senior Associate/ Tax Manager,you’lloversee a portfolio of business and individual clients,leading the delivery of tax planning, compliance, and advisory services. You will play a key role in ensuringaccurateandtimelyfilings, providing proactive tax strategy recommendations, and mentoring staff. Acting as the bridge between senior leadership and associates, you will manage day-to-day client engagements while supporting broader firm initiatives and efficiency improvements.
As aTax Senior Associate/ Tax Manager,you’llwork with a high performing team of Accounting and Financial professionals whileidentifyingand implementing processes that serve high-net-worth individuals and businesses. Your leadership will be key to delivering exceptionaltaxservices, drivingthecompliancefunctionfor clients including supervising the preparation and technical review of individual, partnership, pass-through entities, and corporate tax returns.
- Ensure timely,accurate completion of client services: payroll, A/P, A/R, bookkeeping.
- Prepare and review financial statements, reports, and analyses for both internal and external stakeholders.
- Oversee month-end and quarter-end financial processes, ensuring reconciliations and documentation meet compliance standards.
- Review financial data toidentifyopportunities for tax efficiency and improved reporting accuracy.
- Collaborate with Accounting and Finance teams to ensure integrated financial and tax strategies.
- Lead client onboarding and kickoff meetings with the Sales Team,establishing strong rapport and setting expectations.
- Serve as the primary day-to-day contact for assigned clients,maintaining clear communication and ensuring satisfaction.
- Conduct quarterly client meetings to review year-to-date business and personal income, discuss tax projections, and provide consulting points.
- Prepare and review complex business and individual income tax returns, including corporations, partnerships, and high-net-worth individuals.
- Ensure client compliance with federal, state, and local tax regulations.
- Review and approve staff-prepared returns and financial documents for accuracy, completeness, and audit readiness.
- Conduct research on complex or unique tax issues and summarize findings for clients and leadership.
- Prepare responses to tax agency notices and communicate directly with taxing authorities as needed.
- Oversee preparation and submission of state sales tax reports.
- Maintainaccurateclient tax databases, logs, and document records.
- Identify and implement tax reduction and planning strategies aligned with client goals.
- Supervise, train, and mentortaxstaff and senior associates, providing review and professional development guidance.
- Collaborate with senior leadership to refine firm processes, SOPs, and quality control standards.
- Assist with preparation and review of monthly or quarterly financial statements and board packages.
- Perform other duties as assigned related to tax, accounting, and strategic initiatives.
- Strong leadership and supervisory skills with the ability to coach, mentor, and develop staff.
- Deep knowledge of tax laws and accounting principles.
- Proven ability to manage multiple engagements, deadlines, and…
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