Senior Tax Manager
Sikich, Milwaukee, WI, United States
Tax Senior Manager
Reporting to the Principal, the Tax Senior Manager will What will you do in this role? Review of tax returns including complex tax returns which may consist of consolidated or multi-state business returns, complex pass-through entities (including tiered partnerships), and complex individuals. Prepare or review income tax provisions. Ability, experience, and confidence to sign tax returns with supervision of the principal. Identify and research tax technical topics, compliance issues, and tax planning opportunities. Work with clients to gather information, manage flow of projects, and ensure timely delivery of engagements to clients. Oversee the efforts of multiple client engagements, including supervising tax planning and business succession planning engagements with the ability to manage to budget Tax return compliance review including forms 1040, 1120S, 1065, and 1041 Consult with partners, business and individual tax clients on various matters Build and maintain strong, long-term relationships with key client sponsors and growing client base. Develop people through effectively supervising, coaching and mentoring all levels of staff. Conduct performance reviews and contribute to performance feedback for all levels of staff. Assist principal and senior leaders with generating new business opportunities and building client networks and relationships. Understand our service offerings and actively identify opportunities to better serve clients with our comprehensive solutions. Ensure professional development through ongoing education Provide thought leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience. What do you need to succeed in this role? BA/BS Degree in Accounting, Finance, or related field 9+ years current public accounting experience. 5+ years' experience leading teams, coaching, and mentoring staff. 4+ years' experience with tax compliance including review of Form 1040, 1120-S and 1065 tax returns CPA or EA certification Proficiency with computerized tax software & Microsoft Office. Strong client rapport & project management skills. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills. In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $179,074.22. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. In addition, specific skills/experience required are as follows: Values driven You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation. Uncompromising problem solver You see opportunities in every business challenge and can develop, articulate and implement solutions. Collaboration You are a relationship builder across all levels of the organization and across all business units. Instills trust You do what you say, without ego, and you follow through on commitments consistently and credibly. Impact & influence You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives. About Sikich Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams and communities accelerate success. Sikich has approximately 2,000 team members and operates across North America, EMEA and APAC. Sikich Total Rewards Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually. A robust paid Parental Bonding Leave program covering birth, adoption, and foster children. 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days. Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Sikich is an Equal Opportunity Employer M/F/D/V Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.
Reporting to the Principal, the Tax Senior Manager will What will you do in this role? Review of tax returns including complex tax returns which may consist of consolidated or multi-state business returns, complex pass-through entities (including tiered partnerships), and complex individuals. Prepare or review income tax provisions. Ability, experience, and confidence to sign tax returns with supervision of the principal. Identify and research tax technical topics, compliance issues, and tax planning opportunities. Work with clients to gather information, manage flow of projects, and ensure timely delivery of engagements to clients. Oversee the efforts of multiple client engagements, including supervising tax planning and business succession planning engagements with the ability to manage to budget Tax return compliance review including forms 1040, 1120S, 1065, and 1041 Consult with partners, business and individual tax clients on various matters Build and maintain strong, long-term relationships with key client sponsors and growing client base. Develop people through effectively supervising, coaching and mentoring all levels of staff. Conduct performance reviews and contribute to performance feedback for all levels of staff. Assist principal and senior leaders with generating new business opportunities and building client networks and relationships. Understand our service offerings and actively identify opportunities to better serve clients with our comprehensive solutions. Ensure professional development through ongoing education Provide thought leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience. What do you need to succeed in this role? BA/BS Degree in Accounting, Finance, or related field 9+ years current public accounting experience. 5+ years' experience leading teams, coaching, and mentoring staff. 4+ years' experience with tax compliance including review of Form 1040, 1120-S and 1065 tax returns CPA or EA certification Proficiency with computerized tax software & Microsoft Office. Strong client rapport & project management skills. Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills. In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $179,074.22. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. In addition, specific skills/experience required are as follows: Values driven You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation. Uncompromising problem solver You see opportunities in every business challenge and can develop, articulate and implement solutions. Collaboration You are a relationship builder across all levels of the organization and across all business units. Instills trust You do what you say, without ego, and you follow through on commitments consistently and credibly. Impact & influence You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives. About Sikich Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams and communities accelerate success. Sikich has approximately 2,000 team members and operates across North America, EMEA and APAC. Sikich Total Rewards Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually. A robust paid Parental Bonding Leave program covering birth, adoption, and foster children. 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days. Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Sikich is an Equal Opportunity Employer M/F/D/V Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.