Senior Tax Manager

Our client is a full-service CPA firm providing innovative financial services for 30 years to a broad client base that values each client relationship and each employee at our firm.

If you love working in public accounting and find fulfillment in providing top-level service to your clients but also want a great quality of life, please apply! Our client also offers the following:

• Diverse client base
• Career-growth opportunities (including partner track if desired)
• 100% employer-paid benefits
• 401k with employer match
• Friday lunches
• Employer-paid trips
• Cash bonuses & discretionary bonuses

Position Summary:
We are seeking an experienced Senior Tax Manager to join our growing CPA firm. In this role, you will manage a diverse client portfolio, oversee tax planning and compliance, and provide strategic tax guidance to high-net-worth individuals, corporations, partnerships, and other business entities. The ideal candidate is a seasoned tax professional with strong leadership abilities, technical expertise, and excellent communication skills.

Key Responsibilities:

• Client Management & Advisory:
• Serve as the primary point of contact for a portfolio of clients, building and maintaining strong client relationships.
• Provide strategic tax advice to clients, identifying opportunities for tax optimization and risk management.
• Consult with clients on tax implications for business transactions, mergers, and acquisitions.

• Tax Compliance & Review:
• Manage and review complex federal and state tax returns for individuals, partnerships, corporations, and trusts.
• Ensure timely and accurate filing of all tax returns and compliance documentation.
• Lead the review process for all work prepared by tax team members, ensuring accuracy and adherence to relevant tax laws and regulations.

• Tax Planning:
• Develop and implement proactive tax strategies to minimize tax liabilities and maximize tax efficiencies for clients.
• Conduct research on complex tax issues and stay updated on federal, state, and local tax law changes that could impact clients.
• Advise clients on tax-efficient structuring for investments, real estate, business transactions, and succession planning.

• Leadership & Mentorship:
• Supervise, mentor, and train junior tax professionals, fostering a collaborative and growth-oriented environment.
• Manage project workflows, deadlines, and client expectations.
• Participate in the recruitment and performance management of team members.

• Business Development:
• Assist in identifying and pursuing new business opportunities for the firm.
• Develop proposals and present the firm’s tax services to prospective clients.
• Network within the community and industry to promote the firm’s reputation and service offerings.

Qualifications:

• Education: Bachelor's degree in Accounting, Finance, or a related field. Master’s degree in Taxation or a related field preferred.
• Certification: CPA certification required.
• Experience: Minimum of 8-10 years of experience in tax management within a public accounting or CPA firm, with a track record of managing complex client portfolios.
• Technical Skills: Proficiency in tax preparation software, accounting software, and Microsoft Office Suite; strong knowledge of federal, state, and local tax regulations.

Skills & Competencies:

• Excellent analytical and problem-solving skills, with a keen attention to detail.
• Strong leadership abilities and experience managing a team of tax professionals.
• Exceptional written and verbal communication skills.
• Ability to manage multiple priorities and projects in a fast-paced environment.