Senior Tax Manager

Location Bountiful, UT preferred; hybrid or remote considered for the right person

Employment Full-time

Reports to Principal / Managing Partner

Entity Bement Advisors, LLC

Competitive base ($140,000 - $175,000) + performance incentive + a near-term path to minority ownership

Bement & Company has spent more than 35 years earning the trust of individuals, families, and business owners across Utah and the country. We have no interest in coasting on that. We are deliberately rebuilding the firm around a simple conviction: the best tax work is advisory work: proactive, judgment-driven, and organized around the real decisions our clients are making, not just the returns we file.

We are rebuilding how the work gets done at the same time. As a partner firm of the Franklin Alliance, we have the technology, infrastructure, and operational support to move far faster than a traditional firm can. We are investing heavily in technology and automation, building our own tools, serving as a design partner to leading Tax AI startups, and putting AI to work across the practice so our people spend their time on judgment, strategy, and the client relationship instead of mechanical preparation.

The Senior Tax Manager is the person who carries both of those forward. You will own a portfolio of high-value clients, make the calls that matter, coach the team delivering around you, and help design the AI-enabled firm we are building. This is one of the most important hires on our roadmap, and the right person has a fast, clear path to minority ownership.

You can see where we are headed here:

We are looking for a tax professional who is genuinely excited about two things at once: doing high-judgment advisory work for clients who need it, and helping build the modern, AI-enabled firm that delivers it. This is not a seat where you push returns through in volume and go home.

You want to be the trusted advisor in the room, and you want a hand in how the firm runs.

• 6+ years in tax at a senior or manager level at a CPA or advisory firm, with a track record of owning client relationships, not just preparing files. CPA strongly preferred; an EA or advanced credential (MST, CVA) is a plus.
• Deep technical command of individual and pass-through taxation. Complex 1040s, S-corps, and partnerships are second nature, and you have real exposure to high-net-worth individuals and closely-held businesses.
• You have planned, not just prepared. Entity structuring, reasonable compensation, multi-year projections, basis and distribution planning, real estate and transaction work, you have done the proactive work, not only the compliance behind it.
• You have sat across from an owner and given a real recommendation. Not “here is your return,” but “here is what I would do, and why.” You are comfortable being the person the client calls before they make a move.
• You have managed and reviewed others' work. You can tell the difference between a teaching moment and a redo, and you would rather develop a preparer than quietly fix their file.
• You are comfortable with modern tools. QBO, a practice-management system like Karbon, document and workflow automation and you are curious, not resistant, about where AI fits in tax.

• You are tech-forward by instinct. You reach for tools like Replit and Claude to solve your own problems, you tinker, and you do not wait for someone to hand you a process. The idea of building AI and automation into how a firm works energizes you.
• You make the call. Advisory is judgment under uncertainty. You are comfortable giving a clear recommendation and standing behind it, rather than hiding behind “it depends.”
• You see the whole client. For owners, personal and professional decisions are tangled together. You advise the person and the business, helping clients navigate taxes alongside the life and career decisions wrapped around them.
• You build people up. You coach, you develop, you raise the bar around you. You want to build a bench, not a set of dependents.
• You roll up your sleeves. Early on you will do the work and build…