Remote Senior Tax Manager & Advisory Lead

Perry and Associates; Polska; Hybrid; PLN 469,000 - 704,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer match

Job summary

Perry and Associates seeks a Senior Tax Manager to guide client relationships, oversee complex tax engagements, and advance the advisory-focused practice. You will mentor team members and manage a portfolio of engagements while staying current on tax developments.

Position has potential to be remote, though preference would be in-office in Enterprise, Oregon or Ketchum, Idaho, or hybrid given leadership responsibilities. US work eligibility without sponsorship required.

Qualifications

• Active CPA license required; EA may be considered in exceptional circumstances with significant management experience.
• Bachelor's degree in accounting, finance, or related field.
• Minimum 5-7 years of progressive public accounting or tax experience.
• Strong knowledge of individual, business, partnerships, S-Corps, and fiduciary taxation.
• Proven ability to supervise, coach, or lead professional staff.
• Strong client relationship management and communication skills.

Responsibilities

• Manage a portfolio of individual, business, trust, and fiduciary tax clients.
• Review tax returns, workpapers, and other deliverables to ensure accuracy, quality, and compliance.
• Lead tax planning engagements and develop customized strategies that align with client goals.
• Serve as primary relationship manager for assigned clients and key accounts.
• Research and resolve complex federal, state, and local tax issues.
• Advise clients regarding entity selection, compensation strategies, retirement planning, succession planning, transactions and other tax-sensitive matters.
• Manage engagement budgets, deadlines, workflows, and resource allocation.
• Coach, mentor, and develop Tax Advisors and Tax Preparers, and other team members; review staff work, provide constructive feedback, and support professional development.
• Identify opportunities for additional tax, advisory, and planning services that create value for clients.
• Support business development activities through networking, referrals, and relationship building efforts.
• Contribute to firm leadership initiatives, process improvements, and strategic planning efforts
• Stay current on evolving tax laws, industry developments, and best practices.

Skills

CPA license

Public accounting

Tax planning

Client relationships

Budget management

Team leadership

Research tax regulations

Education

Bachelor's degree in accounting, finance, or related field

Tools

Tax software

Research tools

MS Office

Job description

Perry and Associates seeks a Senior Tax Manager to guide client relationships, oversee complex tax engagements, and advance the advisory-focused practice. You will mentor team members and manage a portfolio of engagements while staying current on tax developments.

Position has potential to be remote, though preference would be in-office in Enterprise, Oregon or Ketchum, Idaho, or hybrid given leadership responsibilities. US work eligibility without sponsorship required.