Tax Senior Manager - Kalamazoo

640 UHY Advisors Great Lakes, Inc; Kalamazoo (MI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Group health insurance

Dental coverage

Vision coverage

401(k) retirement plan

Generous paid time off

Job summary

640 UHY Advisors Great Lakes, Inc in Kalamazoo seeks a Tax Senior Manager to oversee and review financial information for clients across various industries. The role involves managing client relationships and ensuring high-quality work.

Responsibilities include developing tax strategies, analyzing complex scenarios, and supervising tax staff. The ideal candidate will have 8+ years of experience, a CPA or Enrolled Agent license, and strong analytical and communication skills. A positive work environment and comprehensive benefits package are offered.

Qualifications

• 8+ years of relevant experience in a professional service environment.
• CPA or Enrolled Agent license is required.
• Compliance with the minimum CPE credit requirement.

Responsibilities

• Develop tax planning strategies to minimize liabilities.
• Analyze complex tax scenarios and provide solutions.
• Supervise and mentor tax staff, providing guidance and feedback.

Skills

Analytical skills

Communication skills

Problem-solving skills

Tax planning

Client advisory

Education

Bachelor’s degree in accounting, finance, or a related field

Juris Doctor (JD) degree (preferred)

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

Job Summary

As a Tax Senior Manager, you will oversee and review financial information for clients, including business and individual tax returns, gaining exposure to a diverse client base across various industries.

You will manage client relationships and act as a liaison between internal staff and leadership to ensure high‑quality work is delivered.

Responsibilities

• Develop and implement comprehensive tax planning strategies aligned with client financial objectives to minimize liabilities.
• Analyze complex tax scenarios such as mergers, acquisitions, and strategic transactions, providing optimal solutions.
• Manage a portfolio of tax engagements, supervise tax staff, and review their work for accuracy, compliance, and adherence to firm standards.
• Monitor engagement progress, budgets, and timelines, adjusting as needed to meet client expectations.
• Stay abreast of evolving tax laws, regulations, and industry developments, applying knowledge to client engagements and internal training.
• Lead tax research efforts to address client inquiries, resolve complex issues, and guide decision‑making.
• Communicate complex tax concepts and strategies to clients, tailoring explanations and addressing questions.
• Prepare and deliver presentations to clients on tax matters, providing insights into financial situations and potential implications.
• Maintain strong client relationships as a trusted tax advisor.
• Review and oversee tax return preparation for accuracy and compliance, ensuring adherence to quality control standards.
• Manage filing deadlines, extensions, and compliance requirements to avoid penalties.
• Collaborate with other tax professionals to share insights, knowledge, and best practices.
• Supervise and mentor tax staff, providing guidance, training, and feedback.
• Foster a collaborative team environment and participate in internal training sessions.
• Identify opportunities to improve tax workflows, processes, and methodologies.
• Ensure compliance with internal quality control procedures, including review and approval of filings and deliverables.
• Collaborate with partners and senior management on business development, client leads, and firm growth strategy.
• Participate in proposal development and presentations to prospective clients.

Qualifications & Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 8+ years of relevant experience in a professional service environment, such as a CPA firm or financial consulting firm.
• CPA or Enrolled Agent license.
• Experience with CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.
• Compliance with the minimum CPE credit requirement.
• Strong analytical and problem‑solving skills.
• Excellent communication and presentation skills.
• Ability to manage multiple engagements and supervise staff.
• Experience in tax planning, research, and client advisory roles is preferred.
• Additional industry or specialization certifications may be required for specific positions.
• Preferred: Juris Doctor (JD) degree for specialty positions.

Work Environment & Physical Demands

• Work conducted in a professional office environment with minimal distractions.
• Prolonged periods of sitting at a desk and using a computer.
• Must be able to lift up to 15 pounds at a time.
• Travel may be frequent and unpredictable, depending on client needs.

Benefits

• Positive work environment fostering collaboration and teamwork.
• Competitive compensation tailored to role and qualifications.
• Comprehensive benefits package including group health insurance, dental and vision coverage, 401(k) retirement plan, and generous paid time off.