Sr. Manager (Tax)

SVA Certified Public Accountants, S.C.; Madison (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

SVA Certified Public Accountants, S.C. seeks a Senior Manager to lead our Tax team in Madison, WI. You will manage complex engagements, mentor staff, and drive client relationships while collaborating with firm leadership to meet and exceed expectations.

The role emphasizes developing staff, expanding services for clients, and contributing to strategic initiatives within a growing professional services firm recognized as a Great Place to Work.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• Minimum 10 years’ experience in public accounting required.
• CPA, EA, or equivalent certification preferred; eligibility to sit for either exam required.

Responsibilities

• Manage client relationships and ownership of complex engagements.
• Develop staff, train, and provide guidance on engagements.
• supervise staff performance and staffing strategy.
• Develop business and expand services for existing clients.
• Commit to hours 55 during busy season; 40-45 during non-busy season.
• All other duties as assigned.

Skills

Client relationship management

Leadership

Mentoring

Business development

Communication

Education

Bachelor’s degree in Accounting or related field

Master’s degree in Accounting or related field

Job description

SVA is looking for a Senior Manager to join our growing Tax team in our Madison, WI location. This is the opportunity you have been looking for! In this role, you will refine your skills across several industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and share your knowledge of how accounting impacts the business world to our more junior staff. Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities. Demonstrate your expertise and leadership skills, while building your career in an independent and growing professional services firm that has been certified as a Great Place to Work®! SVA + You. Together, We Serve. People. Better.

Position Summary

Sr. Managers are responsible for client relationship management, including ownership of complex engagements and projects. This includes client consultations on all topics impacting a client's business. Individuals in this role are empowered to develop, train, and fully utilize each staff member on their assigned team. Sr. Managers may review all levels of work within designated expertise, and sign-off on engagements as assigned. You will be able to work closely with Principals and other firm leadership to ensure client expectations are met and exceeded.

50-60% Client Work

• Bring value to the client’s business and user experience to become a trusted business adviser through direct client communication.
• Execute engagements from start to finish by coordinating all phases of an engagement while ensuring budget allocations are achieved.
• Identify and communicate opportunities for process improvement and system enhancements.
• Actively develop new business and expand services for existing clients.
• Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
• Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
• All other duties as assigned.

30% Supervision and Leadership

• Assign work to staff members on the basis of their knowledge and capabilities.
• Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
• Accountable for staff performance, engagement, and retention. Conduct stay interviews and work with leadership to resolve any themes.
• Continue to transfer the client relationship to junior staff to ensure the right work is being performed at each level.
• Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
• Actively participate in staffing strategy to highlight staff and or business needs gaps or excess capacity, and actively work towards addressing.
• Use networks and experience to recruit passive talent. Sell SVA to bring in quality, high functioning employees.

10-20% Professional, Personal and Business Development

• Serve as a mentor to multiple members of the accounting staff.
• Facilitate professional development courses, write articles, and represent SVA at professional and civic functions.
• Continue to deepen expertise in a technical area, industry, or service line.
• Achieve client retention targets.
• Achieve new and existing cross selling and upselling goals.

Qualifications

Education: Bachelor’s degree in Accounting or related field required.

Experience: Minimum 10 years’ experience in public accounting required.

Professional Certification: CPA, EA, or equivalent certification preferred. Eligibility to sit for either exam required.

Role is based in WI.

SVA is certified as a great workplace by the Great Place to Work® institute.

SVA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Qualifications

Education

Required

Bachelors or better in Accounting or related field.

Preferred

Masters or better in Accounting or related field.

Experience

Preferred

Active CPA licenseSupervisory and in-charge experience preferredHigh level of technical skillAbility to handle multiple engagementsHigh level of federal and WI taxation expertise.Experience in a public accounting firm helpfulMaster's degree in Taxation preferred.

Licenses & Certifications

Required

CPA

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.