Senior Tax Manager

Tax Alchemy; United States; Remoto; USD 145.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Fully remote work

Health coverage: Medical, dental, and;

401(k) with company match

Unlimited Paid vacation

Paid Sick Days

Paid holidays

Continuing education support

Team-building events

Descrizione del lavoro

Tax Alchemy is seeking aSenior Tax Manager to lead our tax advisory practice remotely for high-net-worth clients. You will own complex returns from preparation to filing, manage offshore teams, and serve as the department's top technical resource under the Director and President.

You will mentor internal staff, drive tax planning, and implement workflows to improve accuracy and productivity, while ensuring compliance with federal and state tax law.

Competenze

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
• Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
• Bachelor's degree in Accounting, Finance, Taxation or a related field
• Master's degree in Taxation
• Experience coordinating with offshore teams (preferred)
• Strong knowledge of individual, trust and business tax planning strategies
• Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)

Mansioni

• Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
• Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
• Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
• Provide proactive tax planning and projections to minimize liability and support long-term financial goals
• Directly manage and mentor a team of internal tax preparation professionals
• Oversee the workflow, performance and training of offshore tax preparation teams
• Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams
• Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns
• Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts
• Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law
• Serve as the final point of review and as the team's technical resource on complex tax issues
• Manage tax audits, inquiries and correspondence with tax authorities
• Evaluate existing workflows to find bottlenecks and ways to improve efficiency
• Use technology and automation to improve the compliance process
• Create training materials and lead sessions so the whole team is proficient in new workflows and software
• Act as technical liaison between clients, tax authorities and internal teams
• Work with other departments so clients get holistic, coordinated service

Conoscenze

8+ years tax experience

Complex returns for high-net-worth

Leadership and mentoring

Excellent communication

Analytical and problem-solving

Attention to detail

Multi-priority & deadline driven

Client and team relationship mgmt

High ethical standards

Travel flexibility

Formazione

Bachelor's degree in Accounting/Finance/Taxation

Master's degree in Taxation

CPA/EA credential (required)

Strumenti

UltraTax

G-Suite

CRM platforms

Descrizione del lavoro

Senior Tax Manager

Department: Tax Advisory

Employment Type: Full Time

Location: Remote

Compensation: $145,000 - $170,000 / year

Description

We're looking for a seasoned, strategic Senior Tax Manager to help lead our tax practice. You'll be a hands-on leader and a trusted advisor to our high-net-worth clients, owning complex returns from preparation and review through filing. You'll manage our internal and offshore preparation teams, act as the department's top technical resource, and build workflows that improve productivity and accuracy. The role has one or more Tax Preparers as direct reports, works with our offshore team, and reports to the Director and President.

Key Responsibilities

• Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
• Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
• Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
• Provide proactive tax planning and projections to minimize liability and support long-term financial goals

• Directly manage and mentor a team of internal tax preparation professionals
• Oversee the workflow, performance and training of offshore tax preparation teams
• Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams

• Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns
• Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts
• Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law
• Serve as the final point of review and as the team's technical resource on complex tax issues
• Manage tax audits, inquiries and correspondence with tax authorities

• Evaluate existing workflows to find bottlenecks and ways to improve efficiency and accuracy
• Use technology and automation to improve the compliance process, from document collection to final filing
• Create training materials and lead sessions so the whole team is proficient in new workflows and software

• Act as technical liaison between clients, tax authorities and internal teams
• Work with other departments so clients get holistic, coordinated service

Skills, Knowledge and Expertise

• Active CPA license, Enrolled Agent (EA) credential, or both (required)
• 8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
• Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
• Bachelor's degree in Accounting, Finance, Taxation or a related field
• Proven experience managing or coordinating with offshore teams
• Strong knowledge of individual, trust and business tax planning strategies
• Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)
• Ability to travel occasionally if needed

• Master's degree in Taxation
• Experience in accounting, financial advisory and/or consulting services

• Exceptional leadership, coaching and mentoring skills
• Superior written and verbal communication
• Strong analytical, problem-solving and critical-thinking skills
• Strong organization and meticulous attention to detail
• Proven ability to manage multiple priorities and meet strict deadlines under pressure
• Excellent relationship management with clients and team members
• High ethical standards, with honesty and integrity

Benefits

• Fully remote work
• Medical, dental, vision, life and voluntary life insurance
• 401(k) with company match
• Unlimited Paid vacation
• Paid Sick Days
• Paid holidays
• Continuing education support
• Team-building events