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A bit about us:

We are a forward-thinking tax advisory firm with a strong reputation for excellence. Recognized with numerous "Best Places to Work" awards, we pride ourselves on our collaborative, inclusive, and growth-oriented culture. Our team is committed to building long-term relationships with individuals, small businesses, and estates, offering tailored guidance that aligns with their personal and business goals. Our professionals play a critical role in advising and supporting our clients to achieve their financial objectives.

Why join us?

  • Award-Winning Culture: We’re consistently recognized as one of the "Best Places to Work," offering a supportive and rewarding work environment.
  • Comprehensive Benefits: 100%-paid health benefits and wellness programs.
  • Compensation Package: Competitive salary, robust bonus plan, 401K, and equity.
  • Work-Life Balance: Generous paid time off and holidays and Fridays off in the summer.
  • Career Growth: Opportunities for ongoing learning and professional development with access to mentorship from senior leaders.
  • Impactful Work: Be a trusted advisor to clients, helping them navigate complex tax scenarios and achieve their financial goals.

Job Details

Position Overview:
We are seeking an experienced and client-focused Senior Tax Manager who is passionate about developing meaningful relationships with clients. This role offers an exciting opportunity for a professional who values working closely with individuals, small businesses, and estates to understand their unique needs and provide proactive tax advice. The ideal candidate will be a CPA or EA and will have a proven track record in tax compliance, strategy, and client relationship management.

Key Responsibilities:
  • Lead and manage a diverse client portfolio, including individuals, small businesses, and estates, providing comprehensive tax planning, compliance, and advisory services.
  • Develop and maintain strong client relationships by gaining a deep understanding of their personal and business goals.
  • Collaborate with clients to create tax strategies that align with their financial objectives and mitigate tax liabilities.
  • Stay current with federal, state, and local tax laws and regulations, ensuring that clients receive accurate and timely advice.
  • Manage and review tax filings for individuals, corporations, and trusts, ensuring accuracy and compliance.
  • Mentor and develop junior tax staff, providing guidance and training on tax matters and client service best practices.
  • Work closely with firm leadership to identify opportunities for process improvements and enhance overall client service.
  • Communicate complex tax matters in a clear and concise manner to clients, making sure they understand their options and implications.

Qualifications:
  • Certified Public Accountant (CPA) or Enrolled Agent (EA) designation is required.
  • Minimum of 5 years of experience in tax compliance and advisory, with a strong focus on working with individuals, small businesses, and estates.
  • Proven ability to manage client relationships and provide exceptional service.
  • Strong technical knowledge of federal, state, and local tax laws.
  • Excellent written and verbal communication skills.
  • Ability to handle multiple priorities in a fast-paced environment while maintaining attention to detail.
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