Senior Tax Manager

Overview

• Lead tax compliance and advisory services for high-net-worth individuals, families, and businesses in a boutique accounting firm.
• Positioned on a partner track, contributing to strategic leadership and co-heading the tax department.
• Engage in thought leadership initiatives, technology advancements, and staff development programs.
• Collaborate with clients on tax planning, compliance, and advocacy services tailored to their needs.
• Supervise and mentor staff to enhance their professional growth and support departmental objectives.
• Work in a hybrid environment, balancing remote and on-site responsibilities effectively.
• Contribute to the firm’s growth by expanding client services and developing new business opportunities.

Key Responsibilities & Duties

• Manage the tax department, ensuring compliance with regulations and delivering exceptional client service.
• Prepare and review individual income tax returns for high-net-worth individuals and families.
• Oversee gift tax returns and coordinate estate and wealth-transfer planning strategies.
• Advise closely held businesses on tax compliance and planning, including pass-through entities.
• Sign off on high-level compliance reviews and tax returns, ensuring accuracy and adherence to standards.
• Develop proposals and foster relationships with prospective and existing clients.
• Supervise engagements and special projects, ensuring timely and efficient delivery.
• Train, evaluate, and mentor staff, promoting their professional development and growth.
• Stay updated on tax issues and business trends impacting clients, providing informed advice.

Job Requirements

• Bachelor's degree in Accounting or related field; Master's preferred.
• CPA certification with 10+ years of tax experience in public accounting.
• 5+ years of supervisory experience, mentoring and counseling associates.
• Expertise in individual income taxation, gift tax returns, and closely held business taxation.
• Strong client-facing experience with excellent interpersonal and communication skills.
• Proficiency in managing tax engagements and monitoring deliverable timelines.
• Ability to thrive in a dynamic, collaborative, and detail-oriented environment.
• Commitment to diversity, inclusivity, and equal opportunity in the workplace.