Tax Senior Manager
About The Position
Serve as a key liaison between partners, clients, staff, and internal teams throughout all phases of tax engagements. Lead and manage multiple tax engagements with a focus on high-quality client service, technical accuracy, and timely delivery. Review complex tax returns and related workpapers across a variety of client types, industries, and tax matters. Research and apply technical tax guidance related to federal, state, local, and compliance matters. Serve as a primary client contact and manage tax-related communication with clients and their outside advisors. Identify planning opportunities and provide practical recommendations that help clients address tax, business, and compliance needs. Coordinate engagement workflow, delegate work effectively, and collaborate with team members to keep projects moving forward. Monitor tax law changes and evaluate how new guidance may impact clients, engagements, and planning strategies. Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters. Contribute to staff development by coaching, mentoring, sharing technical knowledge, and providing regular feedback. Participate in business development by building relationships, identifying opportunities with existing clients, and following through with new client leads.
Requirements
- Strong technical and analytical skills across a broad range of tax matters.
- Ability to manage multiple engagements, deadlines, and competing priorities in a fast-paced environment.
- A relationship-focused mindset with a commitment to delivering thoughtful, responsive client service.
- Interest in coaching, mentoring, and developing tax team members through feedback and knowledge sharing.
- Professional, inclusive approach that contributes to a collaborative and positive team culture.
- Willingness to support business development efforts, client relationship growth, and new opportunity identification.
- 7+ years of experience in public accounting, tax consulting, or a similar tax-focused role.
- Demonstrated experience managing tax engagements, reviewing complex returns, and advising clients on tax matters.
- Bachelor’s degree in accounting.
- Active CPA license.
- Working knowledge of Microsoft Office and tax preparation software.
Responsibilities
- Serve as a key liaison between partners, clients, staff, and internal teams throughout all phases of tax engagements.
- Lead and manage multiple tax engagements with a focus on high-quality client service, technical accuracy, and timely delivery.
- Review complex tax returns and related workpapers across a variety of client types, industries, and tax matters.
- Research and apply technical tax guidance related to federal, state, local, and compliance matters.
- Serve as a primary client contact and manage tax-related communication with clients and their outside advisors.
- Identify planning opportunities and provide practical recommendations that help clients address tax, business, and compliance needs.
- Coordinate engagement workflow, delegate work effectively, and collaborate with team members to keep projects moving forward.
- Monitor tax law changes and evaluate how new guidance may impact clients, engagements, and planning strategies.
- Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters.
- Contribute to staff development by coaching, mentoring, sharing technical knowledge, and providing regular feedback.
- Participate in business development by building relationships, identifying opportunities with existing clients, and following through with new client leads.
Benefits
- A large variety of client industries, allowing for diverse day‑to‑day tax projects
- Opportunities to build close, trusted relationships with clients
- An open environment that encourages new ideas and innovative methodologies
- Ongoing professional development and continuing education programs
- Access to multiple niche service and industry teams aligned with your interests
- A supportive, collaborative team environment
- A flexible work environment designed to support your professional and personal goals
- Opportunities for community involvement and impact
- Comprehensive medical, dental, and vision coverage
- 401K, HSA, and FSA
- Eligibility for an annual performance bonus
- Disability and life assurance
- Generous Paid Time Off and Paid Care Leave
- Additional Programs and resources to support you and your family
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What This Job Offers
Job Type
Full-time
Career Level
Senior
