Senior Tax Manager

Baysora Accounting Partners; Murray (KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible Hybrid schedule

Medical, Dental, Vision

401(k) with company match

Supportive culture

Path to partnership

Job summary

Milestone Advisors in Salt Lake City seeks a Senior Tax Manager to oversee complex tax compliance, planning, and staff management. You will supervise returns, coordinate client engagements, and mentor junior staff while ensuring adherence to regulations.

The role demands a CPA, 8+ years in tax accounting, and strong client relations skills. It offers a hybrid work model, professional growth, and opportunity to shape client outcomes.

Qualifications

• 8+ years of tax accounting experience.
• Active CPA license.
• Bachelor's degree in accounting or equivalent.
• Experience with leading tax software and bookkeeping software.
• Knowledge of Federal, State and Local tax codes.
• Strong interpersonal and client relationship management skills.

Responsibilities

• Prepare and review tax returns, including Individual, S-Corp, and Partnership filings.
• Supervise preparation of simple to moderately complex returns; lead complex returns.
• General accounting and bookkeeping using QuickBooks Online.
• Manage client relationships and coordinate timing for engagements.
• Collaborate with leadership on large engagements and problem solving.
• Assist with tax planning, compliance, and onboarding of new clients; mentor staff.

Skills

Tax accounting

CPA License

Client management

Staff mentoring

Regulatory knowledge

Interpersonal skills

Education

Bachelor's Degree in Accounting

Tools

QuickBooks Online

QuickBooks Desktop

Tax software (Lacerte/ProSystem)

Bookkeeping software

Job description

About Us

Milestone Advisors is a Salt Lake City-based firm helping growing businesses navigate complex tax and accounting challenges with clarity and confidence. Our tax professionals work closely with clients on proactive planning, compliance, and strategic problem-solving-far year-end filings. We offer a collaborative environment where tax accountants gain broad exposure, deepen their technical expertise, and play a visible role in client outcomes.

About The Role

We are looking for a detail-oriented and experienced Senior Tax Manager to join our Salt Lake City based firm. This role involves overseeing complex tax compliance processes, providing strategic tax planning, management of clients and staff, and ensuring that all tax practices adhere to both local and federal regulations.

What’s In It For You

• Flexible work schedule (Hybrid)
• Medical, Dental, and Vision benefits package
• 401(k) with company match
• A supportive culture to allow you to live a fulfilling, happy, and impactful life
• A clear path to partnership

Key Responsibilities

• Prepare and review tax returns, including but not limited to Individual, S-Corp, and Partnership returns.
• Supervise the preparation of simple and moderately complicated income tax returns and assume primary responsibility in the preparation of complicated tax returns.
• General accounting and bookkeeping utilizing QuickBooks Online.
• Individually manage client relationships, including client contact, coordination with clients, and preparation timing for small and medium sized engagements.
• Collaborate with leadership in coordinating large client engagements, identification of problems, and providing solutions.
• Assist with tax planning, tax compliance, and on-boarding of new clients while maintaining quality client relationships.
• Train and mentor junior tax staff, providing guidance and supervision on tax matters.

Required Skills

• 8+ years of Tax Accounting experience
• Bachelor's Degree in Accounting (or relevant years of experience)
• Active CPA License
• Experience with leading tax software and bookkeeping software
• Knowledge of Federal, State and Local tax codes and regulations
• Strong interpersonal skills and proven ability to manage relationships with staff and clients

Preferred Skills

• Experience with leading tax software and QuickBooks Desktop/Online
• Proven experience with client and/or staff management

At Baysora, we partner with boutique tax and accounting firms to protect what makes them unique while fueling their next chapter. Backed by patient family capital, we take a long-term approach that prioritizes people, culture, and client service. Joining our team means being part of a network that values autonomy, invests in growth, and creates clear pathways for future leaders.