Senior Tax Manager

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

A full-service Certified Public Accounting and advisory firmlicensed in Idaho and Oregon, Perry and Associates offers its clientsaccounting expertise with an individualized approach — the capabilities of alarger company with the personal service of a boutique firm. We go to greatlengths to ensure we are always there for our clients. From professional topersonal accounting needs, our mission is to be an expert advisor, and atrusted friend throughout the process.
Perry and Associates has earned a reputation for exceptionalwork, responsive service, and a down-to-earth philosophy. We love what we do —empowering our clients’ long-term success with proactive, effective accountingas well as sound financial advice. We draw from years of specialized expertiseto provide a full range of professional accounting, advisory, and tax servicesfor individuals and businesses in need of accurate advice and financialconfidence.

Job Description

This is a remote position.

POSITION SUMMARY

The Senior Tax Manager is a trusted advisor and team leader who guides client relationships, oversees complex tax engagements, and helps advance Sawtooth’s advisory-focused practice. This role partners with business owners, individuals, families, and other key clients to deliver strategic tax planning, technical excellence, and year-round guidance that goes beyond return preparation. The Senior Tax Manager manages a portfolio of engagements, reviews technical work, develops advisory opportunities, mentors team members, and supports the firm’s continued growth.

Position has potential to be remote, though preference would be in-office (Enterprise, Oregon or Ketchum, Idaho), or hybrid due to role in firm leadership. Only individuals eligible to work in the United States without sponsorship will be considered.

KEY 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.
  

SUCCESS IN THIS ROLE

The successful candidate:

• Builds trusted client relationships that strengthen retention and firm growth.
  
• Delivers accurate, high-quality work with sound technical judgment and minimal risk.
  
• Identifies proactive planning and advisory opportunities that create measurable client value.
  
• Develops team members while promoting accountability, collaboration, and continuous improvement.
  
• Manages multiple engagements while meeting deadlines, profitability goals, and professional standards.

CORE BEHAVIORS

Trusted advisor:builds deep client relationships and delivers thoughtful recommendations that support long-term success.

Leadership: inspires confidence, develops talent, and promotes accountability across the team.

Client-focused: anticipates client needs and consistently delivers an exceptional experience.

Ownership: takes responsibility for outcomes, client satisfaction, and engagement success.

Technical excellence: maintains superior standards of quality, compliance, and professional competence.

Collaboration: works effectively across teams and service lines to deliver integrated solutions

Growth-minded: actively pursues innovation, learning, business development, and continuous improvement.

Integrity: demonstrates professionalism, ethics, sound judgment, and confidentiality in every interaction.

WHY JOIN US

• Join a respected firm committed to building the premier tax and advisory practice in the communities we serve.
  
• Work with clients who value long-term relationships and trusted guidance.
  
• Help shape the future of a growing firm expanding beyond compliance into broader advisory services.
  
• Lead and mentor talented professionals while advancing your own leadership skills.
  
• Enjoy meaningful opportunities for career growth, influence, and professional development.
  
• Contribute directly to the strategic direction and success of the firm.
  

DISCLAIMER

This job description is intended to describe the general nature and level of work performed by employees assigned to this position. Duties and responsibilities may change as business needs evolve.

Requirements

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.

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.

PREFERRED QUALIFICATIONS

8+ years of public accounting experience.

Experience managing a book of business or client portfolio.

Experience with multi-state taxation, real estate, agriculture, closely held businesses, trusts, or high-net worth clients.

Prior responsibility for engagement budgeting, scheduling, and profitability.

Experience leading advisory engagements and strategic planning discussions.

Interest in helping expand broader advisory, financial planning, and consulting services.

We are committed to supporting the health, financial well-being, and long-term success of our employees through a comprehensive benefits package designed to provide meaningful value and security.

• Health, dental, and vision insurance to help protect you and your family’s health.
• Retirement plan with an employer match, helping you build long-term financial security.

• Health, dental, and vision insurance to help protect you and your family’s health.
• Retirement plan with an employer match, helping you build long-term financial security.

OUR COMMITMENT

We recognize that benefits are an important part of the overall employee experience. In addition to providing valuable health, dental, vision, and retirement benefits today, we remain committed to reviewing and enhancing our offerings over time to meet the changing needs of our employees and support a healthy work-life balance.