Senior Tax Manager
We are a growing, full‑service mid‑size CPA firm dedicated to delivering high‑impact tax, audit, and advisory services to privately held businesses, middle‑market companies, and high‑net‑worth individuals. We offer the technical depth and resources of a large firm with the collaborative, community‑focused culture and local decision‑making of a boutique practice.
Position Summary
We are seeking an experienced, client‑facing Senior Tax Manager to lead complex tax engagements, review sophisticated returns, and drive proactive tax planning strategies. In this role, you will act as a trusted advisor to business owners and executives, manage day‑to‑day client relationships, and supervise, mentor, and develop the tax team.
Key Responsibilities
- Tax Advisory & Planning: Lead complex tax planning and consulting engagements for partnerships, S‑corps, C‑corps, and high-net‑worth individuals. Develop proactive strategies to minimize client tax liabilities.
- Review & Compliance: Oversee and review 100% of complex federal, multi‑state, and local tax returns (Forms 1065, 1120S, 1120, and 1040). Ensure strict compliance with current tax regulations.
- Client Relationship Management: Serve as the primary, year‑round, day‑to‑day tax contact for a dedicated portfolio of middle‑market clients.
- Audit & Notice Support: Represent clients and manage responses to federal, state, and local tax audits or agency notices.
- Team Leadership & Development: Supervise, train, and mentor Tax Seniors and Staff Accountants, reviewing their work and supporting their professional growth.
- Practice & Workflow Management: Monitor engagement profitability, manage due dates, and collaborate with firm partners on operational efficiencies and business development.
Qualifications
- License: Active CPA (Certified Public Accountant) license required.
- Education: Bachelor's degree in Accounting or Finance.
- Experience: 7+ years of progressive public accounting tax experience in a mid‑size firm.
- Technical Proficiency: Deep expertise in federal and multi‑state tax compliance, entity structuring, and tax research tools. Familiarity with standard tax preparation and accounting software, such as GoFileRoom, UltraTax, and QuickBooks.
- Soft Skills: Exceptional verbal and written communication skills, with a proven ability to build client trust and manage a team in a fast‑paced environment.
What We Offer
- Competitive base salary commensurate with experience
- Performance‑based bonus potential
- Comprehensive health, dental, and vision insurance
- 401(k) plan with firm match
- Generous paid time off (PTO) and flexible/hybrid work arrangements
- Commitment to work‑life balance and continuing professional education (CPE) support
Job Details
Benefits
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education
- Bachelor's degree preferred
Experience
- Public Accounting: 5 years preferred
License/Certification
Work Location