Tax Senior Manager

640 UHY Advisors Great Lakes, Inc.; Farmington Hills (MI); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) retirement plan

Paid time off

Job summary

640 UHY Advisors Great Lakes, Inc. is seeking a Tax Senior Manager to oversee and review client tax returns and related financial information across multiple industries.

You will mentor staff, supervise engagements, and ensure quality and regulatory compliance while maintaining strong client relationships. Responsibilities include developing tax strategies, performing complex analyses, staying current on tax laws, and supporting business development efforts.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 8+ years of relevant experience in a professional service environment.
• CPA or Enrolled Agent license.
• Experience with CCH ProSystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax.
• Responsible for completing the minimum CPE credit requirement.
• Preferred: Juris Doctor (JD) for specialty positions.

Responsibilities

• Tax Strategy and Engagement Oversight: develop and implement tax planning strategies; manage a portfolio of engagements; supervise staff.
• Research and Analysis: stay updated on tax laws; lead tax research to address inquiries.
• Client Communication: explain complex tax concepts and present findings; maintain client relationships.
• Compliance and Documentation: review returns for accuracy and regulatory compliance; monitor deadlines.
• Team Collaboration: mentor staff; share insights; participate in training.
• Process Improvement: identify opportunities to improve tax workflows.
• Strategic Business Development: assist with proposals and client presentations.
• Supervisory Responsibilities: supervise subordinate team members.
• Other Responsibilities: travel as needed; support internal quality controls.

Skills

Tax strategy

Client communication

Team leadership

Engagement oversight

Education

Bachelor’s degree in accounting/finance

CPA

Enrolled Agent

Juris Doctor (JD) (optional)

Tools

CCH ProSystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax

Job description

Job Summary

As a Tax Senior Manager, you will oversee and review financial information for clients, including business and individual tax returns. You will gain exposure to a diverse client base across multiple industries while managing client relationships and acting as a liaison between internal staff and leaders to ensure high-quality work is delivered.

Responsibilities

• Tax Strategy and Engagement Oversight
  • Develop and implement comprehensive tax planning strategies that align with client financial objectives.
  • Analyze complex tax scenarios such as mergers, acquisitions, and strategic transactions to provide optimal solutions.
  • Manage a portfolio of tax engagements, supervise staff, and review their work for accuracy and compliance.
  • Monitor progress, budgets, and timelines, making adjustments to meet client expectations.
• Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments.
  • Lead tax research efforts to address client inquiries and resolve complex tax issues.
  • Apply updated knowledge to client engagements and internal training initiatives.
• Client Communication
  • Effectively communicate complex tax concepts and strategies to clients.
  • Prepare and deliver presentations on tax-related matters.
  • Cultivate and maintain strong client relationships as a trusted advisor.
• Compliance and Documentation
  • Review and oversee tax return preparation for accuracy and regulatory compliance.
  • Monitor filing deadlines, extensions, and other compliance requirements.
  • Ensure adherence to internal quality control standards.
• Team Collaboration
  • Collaborate with other tax professionals to share insights and best practices.
  • Supervise and mentor staff, providing guidance and training.
  • Foster a collaborative team environment and participate in internal training sessions.
• Process Improvement and Innovation
  • Identify opportunities to enhance tax workflows and methodologies.
  • Ensure compliance with internal quality control procedures.
• Strategic Business Development
  • Collaborate with partners and senior management to identify business development opportunities.
  • Contribute to proposal development and presentations to prospective clients.
• Supervisory Responsibilities
  • Supervise subordinate team members.
• Other Responsibilities
  • Prepare work for physical demands, including prolonged desk work and lifting up to 15 pounds.
  • Travel may be frequent and unpredictable based on client needs.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 8+ years of relevant experience in a professional service environment.
• CPA or Enrolled Agent license.
• Experience with CCH ProSystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax.
• Responsible for completing the minimum CPE credit requirement.
• Preferred: Juris Doctor (JD) for specialty positions.

Benefits

• Comprehensive benefits package including group health insurance, dental and vision coverage, 401(k) retirement plans, and paid time off allowances.