Tax Senior Manager

Job Summary

As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns. You will gain exposure to a diverse client base operating in a variety of industries. The role involves managing client relationships and acting as a liaison between internal staff and leadership to ensure high‑quality work is conducted and delivered to our clients.

• Develop and implement comprehensive tax planning strategies for clients, aligning with their financial objectives and minimizing tax liabilities.
• Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions.
• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
• Monitor engagement progress, budgets, and timelines, making adjustments as needed to meet client expectations.

• Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
• Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision‑making.

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
• Prepare and deliver presentations to clients on tax‑related matters, providing insights into their financial situations and potential tax implications.
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax‑related matters.

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties.
• Stay current with federal, state, and local tax laws, regulations, and changes.

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster professional growth.
• Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members.
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends.

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to continuous improvement of the firm’s tax services.
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.

• Collaborate with partners and senior management to identify business development opportunities and cultivate client leads.
• Participate in proposal development and presentations to prospective clients.

• Will supervise subordinate team members.

• Work is conducted in a professional office environment with minimal distractions.

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods.
• Must be able to lift up to 15 pounds at a time.

• Travel may be frequent and unpredictable, depending on client’s needs.

• Bachelor’s degree in accounting, finance, or a related field.
• 8+ years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in a professional service environment, such as a CPA firm or financial consulting firm.
• Specific positions may require additional industry or specialization certifications.
• Responsible for completing the minimum CPE credit requirement.
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

• Juris Doctor (JD) degree for specialty positions.