Tax Senior Manager

Tax Senior Manager Overview

• The Tax Senior Manager leads complex tax engagements, ensuring compliance and strategic planning for high-net-worth individuals and closely held entities.
• Collaborate with multi-generational families, trustees, and business owners, providing tailored tax solutions and advisory services.
• Drive business development efforts, including networking, proposal development, and identifying client opportunities.
• Mentor and supervise staff, fostering professional growth and maintaining high-quality standards in deliverables.
• Conduct technical reviews of financial statements, tax returns, and workpapers, ensuring compliance with industry standards.
• Develop engagement budgets, monitor billing, and realization, and address variances effectively.
• Leverage expertise in private equity, hedge funds, and alternative investments for comprehensive client solutions.
• Contribute to a positive team culture, supporting management decisions and fostering collaboration.

Tax Senior Manager Key Responsibilities & Duties

• Manage complex tax engagements, ensuring compliance and delivering strategic tax planning solutions.
• Advise high-net-worth individuals, family offices, and closely held businesses on tax matters.
• Supervise and mentor staff, conducting performance evaluations and fostering professional development.
• Conduct technical reviews of tax returns, financial statements, and workpapers for quality assurance.
• Participate in business development activities, including networking and proposal preparation.
• Develop and manage engagement budgets, ensuring billing and realization targets are met.
• Provide expertise in alternative investments, private equity, and hedge fund reporting.
• Support management decisions and contribute to a collaborative team environment.

Tax Senior Manager Job Requirements

• Bachelor’s degree in Accounting, Taxation, or related field; Master’s preferred.
• Active CPA certification with 8+ years of public accounting experience.
• Proficiency in reviewing complex tax returns, including Forms 1040, 1041, 706, 709, and 990.
• Experience with private equity, hedge funds, and alternative investment reporting.
• Strong supervisory skills with 5+ years of experience managing teams.
• Ability to manage multiple assignments, prioritize tasks, and meet deadlines.
• Excellent verbal and written communication skills across all organizational levels.
• Proficiency in applicable technology and willingness to travel as needed.