Senior Manager, Tax Practice

Roles and Responsibilities

• Lead and mentor a team of tax professionals, providing technical guidance and growth opportunities
• Collaborate with wealth advisors on integrated tax and financial planning strategies
• Provide proactive tax advice directly to clients
• Review and sign complex individual, fiduciary, and small business tax returns
• Coordinate quarterly estimates, projections, and year-end tax planning
• Improve tax department processes, technology adoption, efficiency, and client experience
• Lead special projects and cross-functional firm-wide initiatives
• Prepare client communications, technical memos, and planning documents
• Foster collaboration between tax and wealth teams and help shape organizational culture

• Active CPA license is required
• Master’s Degree in Taxation or MBA preferred
• 5–10 years of recent public accounting experience focused on federal individual, fiduciary, and small business tax returns
• Experience preparing C-Corp, S-Corp, and partnership tax returns
• 2 or more years of management experience in a CPA or tax practice
• Demonstrated ability to grow and develop associates
• Ability to deliver quality work under tight time frames
• Excellent communication skills and ability to be a team player
• Strong analytical skills
• Proficiency in Microsoft Office
• Up to 5% travel

Demonstrates expertise in tax planning and compliance, with a strong focus on federal individual, fiduciary, and small business tax returns. Proven leadership in mentoring tax professionals and enhancing departmental efficiency through technology adoption and process improvement.

• Active CPA License
• Public Accounting Experience
• Management Experience
• Tax Return Preparation
• Analytical Skills

• Tax Planning
• Tax Compliance
• C-Corp Tax Returns
• S-Corp Tax Returns
• Partnership Tax Returns
• Quarterly Estimates
• Year-End Tax Planning
• Technical Memos
• Client Communications
• Process Improvement

• Team Leadership
• Communication Skills
• Collaboration
• Mentoring
• Problem-Solving

• CPA License
• Master’s Degree in Taxation
• MBA

• Public Accounting
• Tax Returns
• Wealth Management
• Fiduciary Tax
• Client Experience

• Microsoft Office