Sr. Tax Manager

Matrix Finance and Accounting provided pay range

This range is provided by Matrix Finance and Accounting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

• Annual Bonus
• Direct message the job poster from Matrix Finance and Accounting

One of our growing CPA firms is looking to add a Senior Tax Manager to join their team of tax professionals. With clients that include small businesses, individuals, trusts, and estates, you will work on a variety of complex and rewarding tax issues that are vital to their clients’ success. The firm offers the best of both worlds—sophisticated work with the flexibility and personalized culture that larger firms can’t match.

The Senior Tax Manager will lead and manage multiple tax engagements, including compliance, planning, and advisory for individuals, corporations, partnerships, trusts, and estates.

• Lead and manage multiple tax engagements, including compliance, planning, and advisory for individuals, corporations, partnerships, trusts, and estates.
• Review complex tax returns, estimates, and filings, ensuring accuracy, timeliness, and compliance with federal, state, and local tax laws.
• Develop and implement tax strategies to help clients minimize liabilities and achieve financial goals.
• Serve as the primary point of contact for a group of assigned clients, building strong, long-term relationships.
• Identify and resolve complex tax issues; research and prepare technical memoranda as needed.
• Supervise, mentor, and develop tax staff and managers to ensure high-quality work and professional growth.
• Collaborate with firm leadership to identify opportunities for expanding client services and support business development initiatives.
• Manage engagement economics—staffing, scheduling, budgeting, and billing—to achieve profitable results.
• Stay current on tax regulations, legislative changes, and industry trends to provide proactive guidance to clients.

• Education
• Bachelor’s degree in Accounting or related field (required).
• Experience
• 7–10 years of progressive tax experience in public accounting, with proven expertise reviewing complex tax returns and managing client engagements.
• Demonstrated success in supervising and mentoring staff, as well as managing multiple projects simultaneously.
• License/Certification
• Active CPA license required; JD/LLM or MST a plus.

• Excellent oral and written communication skills with a client service mindset.
• Strong technical knowledge of federal, state, and (preferred) multi-state taxation.
• Experience with tax research tools (e.g., Checkpoint RIA) and tax software (Ultra Tax, Onvio, Tic-Tie-Calculate, or similar).
• Ability to work collaboratively, lead by example, and thrive during peak busy seasons.
• Strong computer proficiency (Windows, MS Office, Adobe Acrobat) with the ability to adapt to new systems.

• Experience with tax research tools (e.g., Checkpoint RIA) and tax software (Ultra Tax, Onvio, Tic-Tie-Calculate, or similar).

Mid-Senior level

Full-time

Accounting/Auditing

Accounting

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