Tax Senior Manager

Core Business Advisors, PLLC; Oklahoma; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with company match

PTO and holidays

CPE reimbursement

Job summary

Core Business Advisors, PLLC is an Oklahoma City-based advisory firm seeking a Tax Senior Manager. You will oversee complex federal and multi-state tax engagements, manage key client relationships, develop staff, and shape scalable tax processes and technology.

This role offers broad autonomy and meaningful influence within the practice. Ideal candidates have 7+ years in public accounting tax, with strong leadership, and proven ability to translate tax concepts into actionable client guidance.

Qualifications

• Active CPA license in good standing (Oklahoma or reciprocal).
• 7+ years of progressive public accounting tax experience, with at least 2 years in a manager/senior manager role.
• Deep technical proficiency in federal and multi-state income tax for pass-through entities, C-corps, and high-net-worth individuals.

Responsibilities

• Oversee complex engagements and client relationships.
• Develop staff and scale tax processes and technology.
• Lead responses to IRS/state notices and audits.

Skills

CPA license

Public accounting tax

Team leadership

Tax technology

Communication skills

Education

Active CPA in good standing

Tools

Lacerte

Canopy

Job description

Core Business Advisors, PLLC is an Oklahoma City-based advisory firm providing fractional CFO, tax, accounting, and strategic consulting services to growing businesses. Founded in 2010, our partners collectively hold more than 140 years of financial management experience across industries including real estate, energy, family office, restaurant, medical services, transportation, tech/SaaS, and manufacturing.

We deliver senior-level tax and advisory work built on best-in-class process and technology. As our practice continues to grow, we are expanding our tax team and looking for a technically strong professional who shares our interest in building better, more scalable ways of working.

ROLE SUMMARY

Reporting to the Partner group, the Tax Senior Manager is a senior technical resource and a leader within the tax practice. You will oversee complex engagements, manage key client relationships, develop staff, and help shape the processes and technology that allow the practice to scale. This is a role for a seasoned manager ready to operate with broad autonomy and meaningful influence over how the practice runs.

KEY RESPONSIBILITIES

Technical Tax

• Serve as a senior technical resource on complex federal and multi-state matters — pass-through entities, C-corporations, high-net-worth individuals, trusts, and multi-state filings.
• Review complex returns and planning deliverables, owning quality across your book of business.
• Provide authoritative research and guidance across income tax and estate & gift, translating emerging developments into client action.
• Lead responses to IRS and state tax authority notices, audits, and correspondence.
• Advise clients on transactional tax matters and tax-efficient planning strategies.

Process Improvement & Technology

• Champion the firm's adoption of tax technology platforms to improve efficiency and accuracy.
• Identify and implement workflow improvements across the compliance cycle — from engagement intake through return delivery and archiving.
• Develop and document standardized procedures, checklists, and quality-control protocols that hold up as the team scales.
• Evaluate emerging AI-assisted tax tools and automation capabilities; help lead pilot programs and change management.
• Contribute to capacity planning and resource allocation using firm reporting and dashboards.

Team Development & Client Management

• Help develop staff and foster technical excellence and continuous learning.
• Own and grow a portfolio of complex client relationships as a trusted advisor and primary point of contact.
• Partner with the accounting and advisory teams on integrated, multi-service engagements.
• Contribute to department planning, goal-setting, and performance reporting to firm leadership.

QUALIFICATIONS

Required

• Active CPA license in good standing (Oklahoma or reciprocal licensure).
• 7+ years of progressive public accounting experience in tax, with at least 2 years in a manager or senior manager capacity.
• Deep technical proficiency in federal and multi-state income tax for pass-through entities, corporations, and high-net-worth individuals.
• Proven track record of leading teams and owning client engagements in a public accounting environment.
• Demonstrated experience utilizing tax technology solutions and workflow automation.
• Strong project management and communication skills, including translating complex tax concepts for diverse audiences.

Preferred

• Experience with Lacerte or a similar enterprise tax platform.
• Experience with Canopy or similar practice management software.
• Exposure to AI-driven tax tools, robotic process automation (RPA), or data analytics in a tax context; or willingness to learn such tools.

WHAT WE OFFER

• Competitive compensation commensurate with experience, including a performance-based bonus.
• Flexible work arrangement — this position is open to hybrid (Oklahoma City) or fully remote candidates.
• Comprehensive benefits package: health, dental, vision, life, and disability insurance.
• 401(k) with firm contribution.
• Generous PTO, paid holidays, and flexible scheduling.
• CPA license renewal, CPE reimbursement, and professional membership support.
• A collaborative, entrepreneurial culture where your ideas for process and technology improvement are welcomed and acted upon.