Tax Senior Manager

About This Role

This role involves providing tax compliance and consulting services to high-net-worth clients, focusing on personal income, estate, and gift tax, as well as business entity taxation. The Senior Manager will review complex tax returns, lead client engagements, and mentor junior staff, while actively pursuing business development opportunities.

Responsibilities

• Review basic to complex individual and other tax returns
• Identify and perform research on tax-related issues, reporting and documenting analysis and findings
• Interact directly with clients and their advisors to provide consulting services
• Communicate project statuses with supervisors, engagement teams, and clients
• Assist with administrative responsibilities including billing, cash collection, recruiting, and CPE activities
• Manage client engagements, supervising and reviewing the work of team members
• Demonstrate and actively increase knowledge of tax concepts and current developments
• Identify tax planning and consulting opportunities for clients
• Participate in and initiate business development and networking activities
• Manage and monitor key performance indicators (KPIs) for the business line
• Involve firm specialists and other business lines to increase cross-service opportunities
• Supervise, develop, and train employees, including associates, senior associates, and managers
• Provide verbal and written performance feedback to associates and senior associates

Requirements

• 7+ years of public accounting and private client services experience
• Significant knowledge of taxation related to personal income, estate and gift tax, and wealth retention strategies
• Knowledge of partnership and corporate taxation for entities owned by business owners
• CPA or Licensed Attorney

Qualifications

• Bachelor’s degree in Accounting, required. Master’s degree in Accounting or Taxation, preferred. Additional Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred.
• Seven (7) or more years of public accounting and private client services experience, required. Public accounting experience working in the private client area, preferred.

Nice to Have

• Master’s degree in Accounting or Taxation
• Juris Doctorate (JD) or Master of Laws (LLM) in Taxation
• CFP or Masters in Tax certification
• Experience with Gosystems and BNA Tax Planner
• Experience with Microsoft Office Suite
• Excellent verbal and written communication skills
• Strong analytical, research, and critical thinking skills
• Solid organizational skills with ability to meet project deadlines
• Ability to multi-task in a deadline-driven environment
• Ability to interact effectively at all organizational levels
• Basic knowledge of accounting, finance, and tax principles
• General understanding of financial planning concepts
• Ability to effectively delegate work and maintain client relationships
• Executive presence and ability to act as primary client contact

Skills

* Required skills

Benefits

Certifications