Senior Tax Manager | Independent CPA Firm | Partner Track | Connecticut | Hybrid

Levelociti • Stamford, CT

13h • Hybrid

About The Position

The Senior Tax Manager will join an independent, full-service CPA and advisory firm in its Stamford, Connecticut office. The role was created following a merger that expanded the firm’s client base in the Stamford market, and comes with existing client relationships and an immediate opportunity to build and grow a book of business. The firm is independently owned and states that its founding partners are committed to developing the next generation of leaders from within through an established succession plan and a defined path to Partner.

The position involves technically sophisticated tax work for clients including partnerships, high-net-worth individuals, closely held businesses, small businesses, professional services, manufacturing, life sciences, and construction. The Senior Tax Manager will manage client relationships and contribute to business development. The hybrid schedule is generally 2–3 days in the Stamford office, with flexibility around the work. Compensation is $150,000–$200,000 base salary, commensurate with experience, plus a discretionary bonus.

Requirements

• Active CPA license.
• At least 7 years of public accounting tax experience.
• Experience with high-net-worth, closely held business, and small business taxation.
• Client ownership experience, including managing relationships rather than only preparing returns.
• Genuine interest in business development and growing into a Partner role.
• Entrepreneurial mindset and interest in building and growing a business.

Nice To Haves

• Regional or mid-size public accounting firm background.
• Complex partnership experience.

Responsibilities

• Manage tax client relationships and take ownership of client engagements.
• Perform tax work for complex partnerships, high-net-worth individuals, closely held businesses, and small businesses, as well as clients in other industries.
• Build and grow a book of business in the Stamford market.
• Contribute to business development and prepare for progression into a Partner role.

Benefits

• $150,000–$200,000 base salary, commensurate with experience.
• Discretionary bonus of $7,000–$20,000.
• Medical and dental coverage, with 70% employer-paid for the employee and family.
• 401(k) with a 4% match on a 5% employee contribution; eligibility after 90 days.
• 28 days of paid time off: 4 weeks PTO, 1 week sick leave, and 3 personal days.
• Short-term and long-term disability insurance.
• Life insurance.
• Hybrid schedule of 2–3 days in the office with flexibility.
• Defined path to Partner.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed