UHY-posted 1 day ago
Full-time • Senior
Kansas City, MO
5,001-10,000 employees

As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients.

  • Tax Strategy and Engagement Oversight
  • Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
  • Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions
  • Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
  • Monitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations
  • Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
  • Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
  • Client Communication
  • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
  • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
  • Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
  • Compliance and Documentation
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
  • Team Collaboration
  • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
  • Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members
  • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
  • Process Improvement and Innovation
  • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
  • Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
  • Strategic Business Development
  • Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
  • Participate in proposal development and presentations to prospective clients
  • Will supervise subordinate team members
  • Bachelor’s degree in accounting, finance, or a related field
  • 8+ years of relevant experience
  • CPA or Enrolled Agent license
  • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
  • Specific positions may require additional industry or specialization certifications
  • Responsible for completing the minimum CPE credit requirement
  • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
  • Juris Doctor (JD) degree for specialty positions
  • POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
  • ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
  • COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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