Senior Tax Manager

About This Role

Manage complex tax engagements and workflow for a family-oriented public accounting firm, ensuring high-quality client service and preparing for a future leadership role.

Responsibilities

• Prepare and review complex federal and state tax returns for closely held and complex business entities and high-net-worth individuals
• Personally prepare and/or review approximately 450–500 total returns annually during busy season
• Oversee and review work prepared by a Tax Senior
• Manage tax projects from start to finish, ensuring deadlines are met and work is delivered accurately
• Coordinate with outsourced bookkeeping providers as needed
• Maintain and enhance firm processes and workflow using Lacerte and Karbon
• Serve as a key point of contact for complex client matters
• Support firm leadership with continuity planning and long-term transition

Requirements

• Active CPA license
• Strong background in complex tax for businesses and individuals
• Experience preparing and reviewing complex returns in a public accounting firm environment
• Proven ability to manage multiple projects and deadlines independently
• Comfortable working in a small-firm, hands-on environment
• High attention to detail with a strong commitment to quality

Qualifications

• Experienced Tax Manager with a strong background in complex tax for businesses and individuals

Nice to Have

• Experience in a small or family-owned public accounting firm
• Prior experience carrying a full tax workload and managing engagements end-to-end
• Familiarity with Lacerte
• Interest in long-term growth, leadership, and potential firm succession

Skills

* Required skills

Certifications