Are you a client-focused tax professional who enjoys being a trusted advisor—not just a compliance reviewer? Our growing client is seeking a Senior Tax Manager to serve as the technical tax expert on a collaborative financial planning team while leading high-quality client service and mentoring talent.
What You’ll Do
- Build and maintain strong, long-term client relationships as the tax subject-matter expert
- Attend client meetings and deliver customized tax planning strategies
- Partner closely with financial advisors to support integrated tax planning
- Lead tax client service teams for compliance and planning engagements
- Review and sign federal & state tax returns (individuals, corporations, partnerships, trusts & estates)
- Oversee tax projections, audits, and complex research matters
- Play an active role in onboarding new clients
- Coach and develop team members through real-time feedback and mentorship
What We’re Looking For
- Bachelor’s degree in Accounting required
- CPA, JD, or EA required (Master’s in Taxation or JD preferred)
- 5+ years of experience with individual, partnership, fiduciary, estate & gift tax compliance