Tax Senior Manager

Job Summary

As a Tax Senior Manager, you will oversee and review financial information for clients, including business and individual tax returns. You will gain exposure to a diverse client base across multiple industries while managing client relationships and acting as a liaison between internal staff and leaders to ensure high-quality work is delivered.

• Tax Strategy and Engagement Oversight
  • Develop and implement comprehensive tax planning strategies that align with client financial objectives.
  • Analyze complex tax scenarios such as mergers, acquisitions, and strategic transactions to provide optimal solutions.
  • Manage a portfolio of tax engagements, supervise staff, and review their work for accuracy and compliance.
  • Monitor progress, budgets, and timelines, making adjustments to meet client expectations.
• Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments.
  • Lead tax research efforts to address client inquiries and resolve complex tax issues.
  • Apply updated knowledge to client engagements and internal training initiatives.
• Client Communication
  • Effectively communicate complex tax concepts and strategies to clients.
  • Prepare and deliver presentations on tax-related matters.
  • Cultivate and maintain strong client relationships as a trusted advisor.
• Compliance and Documentation
  • Review and oversee tax return preparation for accuracy and regulatory compliance.
  • Monitor filing deadlines, extensions, and other compliance requirements.
  • Ensure adherence to internal quality control standards.
• Team Collaboration
  • Collaborate with other tax professionals to share insights and best practices.
  • Supervise and mentor staff, providing guidance and training.
  • Foster a collaborative team environment and participate in internal training sessions.
• Process Improvement and Innovation
  • Identify opportunities to enhance tax workflows and methodologies.
  • Ensure compliance with internal quality control procedures.
• Strategic Business Development
  • Collaborate with partners and senior management to identify business development opportunities.
  • Contribute to proposal development and presentations to prospective clients.
• Supervisory Responsibilities
  • Supervise subordinate team members.
• Other Responsibilities
  • Prepare work for physical demands, including prolonged desk work and lifting up to 15 pounds.
  • Travel may be frequent and unpredictable based on client needs.

• Bachelor’s degree in accounting, finance, or related field.
• 8+ years of relevant experience in a professional service environment.
• CPA or Enrolled Agent license.
• Experience with CCH Pro System FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax.
• Responsible for completing the minimum CPE credit requirement.
• Preferred:
  Juris Doctor (JD) for specialty positions.

• Comprehensive benefits package including group health insurance, dental and vision coverage, 401(k) retirement plans, and paid time off allowances.