Senior Tax Manager

Responsibilities

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high‑net‑worth individuals, multi‑entity businesses, and cross‑jurisdictional structures.
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long‑term tax minimization approaches.
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations.
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service.
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams.
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry‑specific developments.
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability.
• Coach and mentor managers and senior associates through goal‑setting, feedback, and performance reviews, with a focus on leadership development and succession planning.
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision‑making and advocating for their long‑term success.
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value‑added solutions.
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies.
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections.
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence.
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

• 8+ years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
• Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
• Proven ability to lead, coach, and develop multi‑level teams across engagements while promoting technical growth and performance excellence
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
• Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
• High attention to detail combined with the ability to see the big picture and provide forward‑looking tax guidance
• Analytical and solution‑oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm‑wide thought leadership
• Full‑time commitment and flexibility to work beyond regular hours to meet team deadlines

• Federal Tax Laws
• State Tax Laws
• Local Tax Laws
• Tax Return Review
• Transaction Structuring
• Succession Planning
• Tax Compliance
• Technical Research
• Analytical Problem Solving
• Project Management

• Exceptional Communication
• Organizational Skills
• Attention to Detail
• Business Acumen
• Coaching and Mentoring