Senior Tax Manager / Principal – Office Leadership Track

BGM Group•Norwalk, CT

9d•Hybrid

About The Position

BGM is seeking an experienced tax professional to join our Connecticut office in a key leadership and succession role. This position offers a unique opportunity to work alongside the office’s current leaders over the next several years, building relationships with employees and clients and gaining a deep understanding of the practice before ultimately stepping into leadership of the location as those leaders retire. We are open to candidates at different points in their leadership journey. This could be an excellent opportunity for an experienced Senior Tax Manager who is ready for greater responsibility and has the potential to grow into a Principal and office leadership role with mentorship and guidance. It could also be a great fit for an established Principal or senior leader who is ready to take on this responsibility today and values the opportunity for a thoughtful, collaborative transition. In either case, this individual will play an important role in the future of our Connecticut practice—serving clients, developing staff, growing relationships, and gradually taking on greater responsibility for the people, clients, business, and overall success of the office.

Requirements

Bachelor’s degree in Accounting or related field
10+ years of progressive public accounting experience with an emphasis on complex business and individual taxation
CPA designation strongly preferred
Significant experience managing client relationships and a book of business
Strong tax planning, strategy, research, and technical skills
Experience leading, coaching, and developing professional staff
Strong client service skills and the ability to develop trusted, long-term relationships
Interest and demonstrated potential in business development, networking, and growing client relationships
Strong business judgment and the ability to balance client service, people leadership, and competing priorities
Ability to operate independently while also valuing collaboration, mentorship, and partnership with other leaders
Strong organizational and communication skills
Desire and ability to grow into broader practice and office leadership responsibilities

Nice To Haves

Prior experience leading an office, practice group, department, or significant team is a plus, but not required. We are equally interested in candidates who have demonstrated strong leadership potential and are ready to take the next step in their career.

Responsibilities

Work closely with current Connecticut leadership to learn the office, client base, team, and business while preparing for future leadership responsibility
Build strong relationships with employees and clients to support a smooth, thoughtful leadership and client transition
Maintain and grow a significant book of business while serving as a trusted advisor to clients
Review complex multi-state business and individual tax returns and provide guidance and feedback to staff
Provide proactive, year-round tax planning and strategic advisory services
Research and consult on complex federal, state, and local tax matters
Identify additional planning and service opportunities based on clients’ business and personal needs
Provide leadership, coaching, and development to professionals within the Connecticut office
Oversee staff workflow, client assignments, and engagement execution
Participate in recruiting, developing, mentoring, and retaining high-performing team members
Develop relationships with existing clients, prospective clients, referral sources, and members of the local business community
Participate in business development and networking efforts to support continued growth of the Connecticut practice
Identify opportunities to connect clients with additional BGM services and expertise
Partner with BGM corporate leadership and shared service teams to ensure the Connecticut office remains connected and aligned with firmwide strategies and initiatives
Take on increasing responsibility for office leadership, operations, staffing, client relationships, and business performance throughout the leadership transition
Ultimately serve as the senior leader and primary point of contact for the Connecticut office, with responsibility for the staff, clients, business, and overall success of the location