Senior Tax Manager

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.

Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession.

Position Summary
We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This role requires strong technical expertise in complex individual taxation, proactive tax planning capabilities, and the ability to serve as a trusted advisor while managing client relationships and mentoring staff.

Key Responsibilities

• Manage and review complex individual, trust, estate, and related entity tax returns (Forms 1040, 1041, partnerships, and S corporations).
• Provide proactive tax planning and consulting for high-net-worth individuals and multi-generational families.
• Advise clients on income tax, estate and gift tax, wealth transfer, and trust planning strategies.
• Serve as the primary relationship manager for a portfolio of high-value clients.
• Research and resolve complex tax issues and communicate recommendations clearly to clients.
• Coordinate tax engagements, ensuring timely delivery and high-quality client service.
• Mentor, develop, and review the work of tax staff and senior accountants.
• Identify opportunities to improve client tax positions and enhance firm service offerings.

Qualifications

• CPA required.
• 8+ years of public accounting tax experience, including significant experience with high-net-worth individuals and trusts.
• Proficiency in tax research tools and software (e.g., CCH Axcess)
• Strong technical knowledge of individual, fiduciary, estate, and gift taxation.
• Proven experience reviewing complex tax returns and delivering sophisticated tax planning strategies.
• Excellent client relationship, communication, and leadership skills.
• Experience in a CPA firm environment required

Who We Are

At Mellott & Mellott, we combine the depth and sophistication of a leading advisory firm with the culture of a long-standing family business. For more than 70 years, we have served closely held businesses, nonprofit organizations, and high-net-worth individuals throughout the Tri-State region with tax, audit, and strategic advisory services. Our team of nearly 40 professionals is built on trust, responsiveness, and long-term relationships-with both clients and employees.

Here, experienced professionals can make an immediate impact, build meaningful client relationships, and grow within a respected, collaborative firm.

Why Join Us

We know talented professionals want more than just another busy season. We offer a long-term career path in an environment that values flexibility, teamwork, and balance.

• Flexible scheduling and work-life balance year round
• 37.5-hour standard workweek outside of busy season
• Opportunity to bank additional time worked during peak season for future time off
• Competitive benefits package including health insurance and 401(k) match
• Paid holidays and PTO
• Collaborative culture with long-tenured team members
• Direct access to leadership and real opportunities for advancement
• Monthly team events and a connected office environment
• Challenging, meaningful work with quality clients

Disclosure Statement

We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. This job description is not intended to be an exhaustive list of duties and may be modified at any time.

"Mellott & Mellott" is the brand name under which Mellott & Mellott, P.L.L. and Mellott Advisors, LLC provide professional services. Mellott & Mellott,…