Senior Tax Manager

Genuine Search Group; Fort Washington (PA); On-site; USD 140,000 - 200,000; Full time

Job summary

An established industry player is on the lookout for a Senior Tax Manager to join their dynamic tax team. This role is vital for overseeing tax compliance and planning while mentoring junior staff. The ideal candidate will possess a deep understanding of complex tax regulations and a proven track record in delivering exceptional service to high-net-worth clients. With a commitment to innovation and integrity, this firm offers a supportive environment that fosters professional growth and a top-of-market salary. If you're ready to make a significant impact in the world of public accounting, this opportunity is for you.

Benefits

Comprehensive benefits

Great work-life balance

Supportive work environment

Professional growth opportunities

Qualifications

• 7+ years of experience in public accounting with a focus on tax compliance.
• Strong knowledge of trust and estate tax issues.

Responsibilities

• Prepare and review federal and state tax returns for various clients.
• Mentor junior staff and foster a collaborative team environment.

Skills

Tax Compliance

Tax Planning

Client Management

Analytical Skills

Problem-Solving

Communication Skills

Education

Bachelor’s degree in Accounting

Master’s degree or JD

Tools

Tax Software

Microsoft Office Suite

Job description

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This range is provided by Genuine Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $200,000.00/yr

Direct message the job poster from Genuine Search Group

Associate Director at Genuine Search Group | Finance | Tax | Accounting | Keeping a side-eye on Construction!

Job Title: Senior Tax Manager

Location: Fort Washington PA

Firm: Call me!

Department: Tax Services

$$$$$: $140,000 - 200,000

About Us:

Our client is a leading public accounting firm dedicated to providing exceptional service to our high-net-worth individual (HNWI) clients, partnerships, S-Corps, C-Corps, and trusts and estates. Our team values collaboration, innovation, and integrity, ensuring our clients receive tailored tax solutions to meet their unique needs.

Position Overview:

We are seeking a highly skilled and experienced Senior Tax Manager to join our dynamic tax team. The ideal candidate will have a deep understanding of complex tax regulations and a proven track record of delivering exceptional service to a diverse client base, including HNWIs, partnerships, and corporate entities. This role involves overseeing tax compliance and planning, mentoring junior staff, and ensuring our clients’ tax strategies are optimized and compliant.

Key Responsibilities:

1. Tax Compliance & Planning:
2. Prepare and review federal and state tax returns for HNWI clients, partnerships, S-Corps, C-Corps, and trusts and estates.
3. Develop and implement tax strategies to minimize liabilities and optimize tax positions for clients.
4. Provide insights and recommendations on tax implications of various business decisions.
5. Client Management:
6. Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial goals and objectives.
7. Act as the primary point of contact for client inquiries, providing timely and accurate responses.
8. Conduct regular meetings with clients to discuss tax planning strategies and compliance issues.
9. Mentor and train junior staff on tax compliance, research, and best practices.
10. Review the work of junior team members, providing constructive feedback and guidance.
11. Foster a collaborative team environment that encourages professional growth.
12. Research & Technical Expertise:
13. Stay updated on current tax laws, regulations, and trends affecting HNWI clients and businesses.
14. Conduct research and provide technical guidance on complex tax issues, including but not limited to estate and gift tax planning.
15. Prepare and present technical presentations and training for internal and external stakeholders.
16. Business Development:
17. Identify opportunities for additional services and client referrals.
18. Assist in the development of marketing materials and participate in networking events to promote the firm’s tax services.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or JD preferred.
• CPA certification required.
• Minimum of 7+ years of experience in public accounting, with a focus on tax compliance and planning for HNWIs, partnerships, S-Corps, and C-Corps.
• Strong knowledge of trust and estate tax issues.
• Excellent analytical, problem-solving, and communication skills.
• Proven ability to manage multiple projects and deadlines in a fast-paced environment.
• Experience with tax software and proficiency in Microsoft Office Suite.

Why Join Us?

We offer a top of market salary, great work-life balance, comprehensive benefits, and a supportive work environment that fosters professional growth. Join our team and play a crucial role in helping our clients achieve their financial goals while advancing your career in a thriving public accounting firm.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting