Senior Tax Manager

Work Schedule: Monday–Friday, 9:00 AM–5:00 PM

Benefits: Medical, Dental, Vision, 401(k), potential annual bonus based on performance

• Prepare and review individual, trust, estate, partnership, and S corporation tax returns
• Handle complex 1040 and 1041 tax matters
• Review 1065 and 1120S returns
• Manage relationships with high-net-worth individuals, trusts, estates, and closely held businesses
• Provide proactive tax planning and advisory support to clients
• Review tax work prepared by junior and mid-level staff
• Mentor and support the development of less-experienced team members
• Serve as a key point of contact for long-standing private clients
• Assist with long-term client relationship transition and succession planning
• Support leadership with management of an established book of business
• Utilize CCH Axcess and Quick Books within the tax workflow
• Maintain strong communication with clients throughout the year
• Contribute to the continued growth and development of the firm’s private-client practice

• CPA required
• 7+ years of public accounting tax experience
• Strong hands-on experience with individual tax returns required
• Experience with trust and estate tax returns strongly preferred
• Public accounting background required
• Experience managing client relationships
• Strong knowledge of 1040, 1041, 1065, and 1120S tax returns
• Experience working closely with high-net-worth individuals and private clients

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable law.