Senior Tax Manager

The Role

We are seeking an experienced Senior Tax Manager to join our collaborative, people‑first team. As a Tax Senior Manager, you will serve as a primary technical resource and people leader within the tax department—overseeing complex engagements, developing managers and seniors, and acting as the main client contact for a portfolio of relationships. You will work closely with partners to manage risk, drive quality, and contribute meaningfully to the growth and culture of the firm.

• Oversee and review complex tax engagements for individuals, partnerships, corporations, trust, estates, and non‑profits, ensuring the highest standards of technical accuracy and documentation before partner review.
• Serve as the primary technical resource for seniors and staff — remaining current on tax developments, leading internal training, and driving the team's technical proficiency.
• Act as a main point of contact for a portfolio of clients; maintain proactive communication throughout the year and attend client meetings independently as appropriate.
• Lead planning, budgeting, and staffing for engagements; monitor budget compliance across the team and communicate out‑of‑scope billing opportunities to partners early.
• Directly supervise seniors and staff during engagements — hold regular update meetings, provide timely and constructive review feedback, and ensure all work papers are complete and signed off prior to partner review.
• Handle problems and conflicts on behalf of the team, offering solutions rather than simply escalating challenges, with minimal involvement from partners.
• Participate in prospective client meetings, assist with proposal development, and contribute to new business growth in accordance with annual targets.
• Conduct and support sophisticated tax research and write consultation memos as needed; leverage research projects to develop junior staff.
• Identify and communicate professional development opportunities for team members; ensure all direct reports have active career maps and receive regular, meaningful feedback.
• Make substantive contributions to the firm outside of direct client service — including recruiting, process improvement, software implementation, and staff development.

• Bachelor's degree in accounting, finance, or related field
• CPA license required
• 8+ years of public accounting experience in tax, with demonstrated progression into a supervisory or leadership role
• Deep technical knowledge across corporate, partnership, and individual taxation
• Proven ability to manage multiple complex engagements simultaneously and meet deadlines
• Strong client relationship skills with experience serving as a primary client contact
• Demonstrated ability to lead, develop, and motivate teams

• Subject matter expertise in 2 or more industries or specialty tax areas (e.g., multi‑state, high‑net‑worth individuals, non‑profits, estates and trusts)
• Experience with CCH Axcess, Ultra Tax, Quick Books, and Microsoft Office
• Track record of contributing to business development or client expansion initiatives
• Experience with workforce planning, hiring, or performance management processes

Join our team and enjoy a comprehensive benefits package that supports well‑being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility ager Level + top performing Managers

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.