Overview In this Senior Tax Manager role, you will lead complex tax engagements and guide a portfolio of clients, driving strategic planning and proactive service. You will mentor a growing tax team and collaborate with firm leadership to enhance practice initiatives and client relationships. The position blends technical tax expertise with leadership to support growth for privately held businesses and high-net-worth individuals. This is a chance to shape advisory services and deliver measurable value across a trusted, long-term client base.
Responsibilities- Lead and review complex tax engagements for individuals, partnerships, corporations, trusts, estates, and closely held businesses
- Develop and implement strategic tax planning solutions to meet client objectives
- Serve as primary advisor to a client portfolio with proactive communication and high-quality service
- Research complex tax matters and provide guidance on evolving tax laws
- Oversee engagement planning, budgeting, workflow management, and timely delivery of work
- Mentor, coach, and develop managers, seniors, and staff accountants
- Identify opportunities to expand client relationships through additional tax, accounting, and advisory services
- Collaborate with firm leadership on practice initiatives, process improvements, and business development
- Assist with recruiting, interviewing, and onboarding new team members
Key requirements- Active CPA license
- Bachelor's degree in Accounting (Master's in Taxation preferred)
- 8+ years of progressive public accounting tax experience including leadership
- Experience serving privately held businesses, executives, and high-net-worth individuals
- Expertise in tax planning, consulting, and compliance
- Ability to manage multiple client engagements while leading teams
- Excellent communication and client service skills
- Strong leadership, project management, and organizational abilities
- Proficiency with professional tax software, tax research platforms, and Microsoft Office
- communication
- relationship-building
- client service
- tax planning
- tax compliance
- tax research
