Senior Tax Manager

Ascend Partner Firms • Duluth, GA

1d

About The Position

We are seeking an experienced Senior Tax Manager to join our collaborative, people-first team!

As a Tax Senior Manager, you will serve as a primary technical resource and people leader within the tax department — overseeing complex engagements, developing managers and seniors, and acting as a main client contact for a portfolio of relationships. You will work closely with partners to manage risk, drive quality, and contribute meaningfully to the growth and culture of the firm.

This role is ideal for a technically strong, client-focused professional who is ready to operate with a high degree of autonomy, lead difficult conversations, and help shape the next generation of Wilson Lewis talent.

Requirements

• Bachelor's degree in accounting, finance, or related field
• CPA license required
• 8+ years of public accounting experience in tax, with demonstrated progression into a supervisory or leadership role
• Deep technical knowledge across corporate, partnership, and individual taxation
• Proven ability to manage multiple complex engagements simultaneously and meet deadlines
• Strong client relationship skills with experience serving as a primary client contact
• Demonstrated ability to lead, develop, and motivate teams

Nice To Haves

• Subject matter expertise in 2 or more industries or specialty tax areas (e.g., multi-state, high-net-worth individuals, non-profits, estates and trusts)
• Experience with CCH Axcess, UltraTax, QuickBooks, and Microsoft Office
• Track record of contributing to business development or client expansion initiatives
• Experience with workforce planning, hiring, or performance management processes

Responsibilities

• Oversee and review complex tax engagements for individuals, partnerships, corporations, trust, estates, and non-profits, ensuring the highest standards of technical accuracy and documentation before partner review.
• Serve as the primary technical resource for seniors and staff — remaining current on tax developments, leading internal training, and driving the team's technical proficiency.
• Act as a main point of contact for a portfolio of clients; maintain proactive communication throughout the year and attend client meetings independently as appropriate.
• Lead planning, budgeting, and staffing for engagements; monitor budget compliance across the team and communicate out-of-scope billing opportunities to partners early.
• Directly supervise seniors and staff during engagements — hold regular update meetings, provide timely and constructive review feedback, and ensure all workpapers are complete and signed off prior to partner review.
• Handle problems and conflicts on behalf of the team, offering solutions rather than simply escalating challenges, with minimal involvement from partners.
• Participate in prospective client meetings, assist with proposal development, and contribute to new business growth in accordance with annual targets.
• Conduct and support sophisticated tax research and write consultation memos as needed; leverage research projects to develop junior staff.
• Identify and communicate professional development opportunities for team members; ensure all direct reports have active career maps and receive regular, meaningful feedback.
• Make substantive contributions to the firm outside of direct client service — including recruiting, process improvement, software implementation, and staff development.

Benefits

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

What This Job Offers

• Job Type: Full-time
• Career Level: Senior