Senior Tax Manager: AI-Driven Advisory & Partnership Path

Madison-Davis, LLC; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Madison-Davis, LLC is seeking a Senior Tax Manager in New York to lead tax compliance, planning, and advisory services for a diverse client base, including closely held businesses and high-net-worth individuals. You will supervise returns, offer proactive tax strategies, and leverage AI tools to enhance efficiency and client service.

The role emphasizes mentorship, process improvement, and collaboration with firm leadership to drive growth and expand service offerings.

Qualifications

• 8+ years of public accounting tax experience.
• Active CPA required.
• Strong experience serving closely held businesses and their owners.
• Deep knowledge of federal and state taxation for partnerships, S-corporations, C-corporations, and individuals.
• Experience reviewing complex tax returns and providing planning and advisory services.
• Strong client relationship management and communication skills.
• Entrepreneurial mindset for a high-growth environment.
• Comfort with technology, automation, and AI-driven solutions.

Responsibilities

• Lead preparation and review of complex tax returns for entities and individuals.
• Serve as primary tax advisor to business owners, entrepreneurs, investors, and high-net-worth clients.
• Deliver proactive tax planning and strategic guidance across entity structures and industries.
• Identify tax-saving opportunities and resolve complex tax issues.
• Maintain high standards of accuracy, compliance, and quality.
• Leverage AI-enabled tools to improve efficiency and client service.
• Develop tax processes, workflows, and quality controls.
• Partner with firm leadership to strengthen client relationships and growth.
• Assist in expanding services and new business opportunities.
• Mentor junior tax professionals and foster collaboration.
• Support advisory engagements involving structuring and transaction planning.

Skills

Tax planning

Client relationships

Leadership

Technology adoption

Education

Bachelor's degree in Accounting/Finance

CPA license

Tools

UltraTax

CCH Axcess

QuickBooks

Sage

NetSuite

Job description

Madison-Davis, LLC is seeking a Senior Tax Manager in New York to lead tax compliance, planning, and advisory services for a diverse client base, including closely held businesses and high-net-worth individuals. You will supervise returns, offer proactive tax strategies, and leverage AI tools to enhance efficiency and client service.

The role emphasizes mentorship, process improvement, and collaboration with firm leadership to drive growth and expand service offerings.