Tax Senior Manager - Kalamazoo

Job Summary

As a Tax Senior Manager, you will oversee and review financial information for clients, including business and individual tax returns, gaining exposure to a diverse client base across various industries.

You will manage client relationships and act as a liaison between internal staff and leadership to ensure high‑quality work is delivered.

• Develop and implement comprehensive tax planning strategies aligned with client financial objectives to minimize liabilities.
• Analyze complex tax scenarios such as mergers, acquisitions, and strategic transactions, providing optimal solutions.
• Manage a portfolio of tax engagements, supervise tax staff, and review their work for accuracy, compliance, and adherence to firm standards.
• Monitor engagement progress, budgets, and timelines, adjusting as needed to meet client expectations.
• Stay abreast of evolving tax laws, regulations, and industry developments, applying knowledge to client engagements and internal training.
• Lead tax research efforts to address client inquiries, resolve complex issues, and guide decision‑making.
• Communicate complex tax concepts and strategies to clients, tailoring explanations and addressing questions.
• Prepare and deliver presentations to clients on tax matters, providing insights into financial situations and potential implications.
• Maintain strong client relationships as a trusted tax advisor.
• Review and oversee tax return preparation for accuracy and compliance, ensuring adherence to quality control standards.
• Manage filing deadlines, extensions, and compliance requirements to avoid penalties.
• Collaborate with other tax professionals to share insights, knowledge, and best practices.
• Supervise and mentor tax staff, providing guidance, training, and feedback.
• Foster a collaborative team environment and participate in internal training sessions.
• Identify opportunities to improve tax workflows, processes, and methodologies.
• Ensure compliance with internal quality control procedures, including review and approval of filings and deliverables.
• Collaborate with partners and senior management on business development, client leads, and firm growth strategy.
• Participate in proposal development and presentations to prospective clients.

• Bachelor’s degree in accounting, finance, or a related field.
• 8+ years of relevant experience in a professional service environment, such as a CPA firm or financial consulting firm.
• CPA or Enrolled Agent license.
• Experience with CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.
• Compliance with the minimum CPE credit requirement.
• Strong analytical and problem‑solving skills.
• Excellent communication and presentation skills.
• Ability to manage multiple engagements and supervise staff.
• Experience in tax planning, research, and client advisory roles is preferred.
• Additional industry or specialization certifications may be required for specific positions.
• Preferred:
  Juris Doctor (JD) degree for specialty positions.

• Work conducted in a professional office environment with minimal distractions.
• Prolonged periods of sitting at a desk and using a computer.
• Must be able to lift up to 15 pounds at a time.
• Travel may be frequent and unpredictable, depending on client needs.

• Positive work environment fostering collaboration and teamwork.
• Competitive compensation tailored to role and qualifications.
• Comprehensive benefits package including group health insurance, dental and vision coverage, 401(k) retirement plan, and generous paid time off.