Tax Senior Manager

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded.

We have everything you need for a dynamic career!

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded.

We have everything you need for a dynamic career!

This role can be worked remotely.

• Advanced specialized tax expertise in private client services and high-net worth tax
• Reviews research findings, tax returns and work papers, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client
• Ensures all tax advice is technically correct and properly documented
• Understands the firm’s policies, procedures and professional standards
• Demonstrates strong communication skills
• Client Service Excellence -
  • Listen to clients, anticipate their needs, adapts to client priorities/agenda and plans accordingly
  • Lead engagement, managing the business relationship with a focus on high quality tax service and seeks to provide additional or value added services to the client
  • Recognize client issues and risk tolerance
  • Awareness of firm’s industry service group and hope to scope services to the client
• Business Growth –
  • Understands what is important to the client and how to maximize the relationship
  • Develops relationships to generate new business
  • Holds a position of leadership in a community, business or professional organization with emphasis of development of strong external network
  • Builds and leverages strong internal/external networks
  • Active involvement in industry service group efforts
• People Management/Process –
  • Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
  • Actively communicates the client’s needs and facts to the appropriate team members to execute the work
  • Builds relationships across industry service groups to ensure client service excellence through an integrated approach
  • Develop trust worthiness with the client and team members
  • Manages progression of quality deliverables on time, in scope and within budget and/or realization goal

Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. Have excellent verbal and written communication skills.

• Must have B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus)
• CPA a must
• Experience with 1040s and other non-business taxation documents a must Strong technical skills in taxation
• 5 plus years of work experience

• Knowledge of MS office, and other accounting and tax software programs.
• Assist with estate tax exanimations
• Enhance knowledge of income tax returns

• Top Tier Health, Dental, & Vision Plans
• Flexible…