Senior Tax Manager

Senior Tax Manager Overview

• The Senior Tax Manager will lead tax planning and compliance initiatives for a dynamic CPA firm.
• Provide expert guidance on complex tax matters, ensuring compliance with regulations and optimizing client strategies.
• Collaborate with a team of professionals to deliver high-quality accounting and consulting services.
• Utilize strong technical skills to independently advise clients and handle intricate tax work.
• Support onboarding and periodic in-person collaboration in a hybrid work environment.
• Contribute to the firm’s client-centric approach and boutique-style service delivery.
• Leverage financial planning strategies to enhance client satisfaction and business outcomes.

Senior Tax Manager Key Responsibilities & Duties

• Lead tax planning and compliance efforts for diverse clients, ensuring adherence to regulations.
• Advise clients independently on complex tax issues, providing tailored solutions.
• Oversee the preparation and review of tax returns and related documentation.
• Collaborate with internal teams to deliver comprehensive financial planning and consulting services.
• Utilize CCH Axcess software for efficient tax management and reporting.
• Participate in client onboarding and maintain periodic in-person collaboration.
• Stay updated on tax laws and regulations to provide current and effective strategies.
• Mentor junior staff, fostering professional growth and knowledge sharing.

Senior Tax Manager Job Requirements

• Bachelor of Science (BS) in Accounting or related field required.
• Certified Public Accountant (CPA) designation is mandatory.
• Minimum of 12 years of tax experience in public accounting; 20 years preferred.
• Proficiency in handling complex tax matters and providing independent client advice.
• Experience with CCH Axcess software is preferred but not required.
• Strong technical skills and ability to work autonomously with minimal guidance.
• Flexibility for a hybrid work arrangement with occasional in-person meetings.
• Excellent communication and interpersonal skills to engage effectively with clients.