Senior Tax Advisor & Practice Leader (Remote/Hybrid)

Zohorecruit; Northern (KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer match

Job summary

Perry and Associates, a full-service CPA and advisory firm, seeks a Senior Tax Manager to guide client relationships, oversee complex tax engagements, and advance an advisory-focused practice. This leadership role partners with owners, individuals, families, and key clients to deliver strategic planning and technical excellence beyond return prep.

The role involves managing a diverse portfolio, mentoring staff, and driving growth through proactive advisory services while ensuring compliance and

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.
• Demonstrated experience reviewing complex tax returns and managing client engagements.
• Strong knowledge of individual, business, partnerships, S-Corps, and fiduciary taxation.
• Proven ability to research and interpret complex tax regulations.
• Experience supervising, coaching, or leading professional staff.
• Strong client relationship management and communication skills.
• Proficiency with modern tax software, research tools, and Microsoft Office applications.
• Strong project management, organizational, and decision-making abilities.

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

Tax planning

Client relationships

Project management

Staff supervision

Tax software

MS Office

Education

Bachelor's degree in accounting/finance

Tools

Tax software

Job description

Perry and Associates, a full-service CPA and advisory firm, seeks a Senior Tax Manager to guide client relationships, oversee complex tax engagements, and advance an advisory-focused practice. This leadership role partners with owners, individuals, families, and key clients to deliver strategic planning and technical excellence beyond return prep.

The role involves managing a diverse portfolio, mentoring staff, and driving growth through proactive advisory services while ensuring compliance and