Senior Tax Manager

Job DescriptionJob Description Senior Tax Manager Boutique Tax & Advisory Firm (High-Touch, Growth-Focused) Position Overview We are seeking a Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and accounting firm. This role is designed for a technically strong, client-facing leader who can own the review process, develop staff, and deliver proactive tax strategy to business owners and high-income individuals. The ideal candidate thrives in a high-performance, relationship-driven environment and is motivated by building systems, improving processes, and elevating client experience. ⸻ Key Responsibilities 1. Tax Review & Compliance Oversight

• Review complex business and individual tax returns (1120S, 1065, 1120, 1040)
• Ensure accuracy, completeness, and strategic optimization of all filings
• Reduce review notes and rework through team training and systems
• Maintain firm-wide quality control standards ⸻ 2. Tax Planning & Advisory
• Lead and deliver proactive tax planning for business owners and high-net-worth clients
• Identify and implement advanced strategies (entity structuring, 199A, compensation optimization, etc.)
• Collaborate with bookkeeping and CFO services to ensure planning is data-driven
• Participate in client strategy meetings and year-round advisory ⸻ 3. Team Leadership & Development
• Manage and mentor tax staff and preparers
• Train team on technical tax matters and firm processes
• Improve staff efficiency, accuracy, and independence
• Conduct performance reviews and contribute to hiring decisions ⸻ 4. Workflow & Process Management
• Oversee return workflow from preparation to final delivery
• Identify bottlenecks and implement process improvements
• Help build scalable systems and SOPs
• Ensure deadlines are consistently met without partner intervention ⸻ 5. Client Relationship Management
• Serve as a primary point of contact for key clients
• Communicate complex tax concepts in a clear, confident manner
• Build long-term client relationships through proactive communication
• Identify opportunities to expand services (bookkeeping, planning, advisory) ⸻ Success Metrics (KPIs) This role will be measured on:

Review Efficiency :

Turnaround time on returns

Accuracy Rate :

Reduction in reviewer corrections and rework

Client Retention & Growth :

Expansion of services within existing clients

Realization Rate :

Minimizing write-downs

Staff Development :

Team performance and independence

Planning Revenue Growth :

Increased advisory engagement ⸻ Qualifications Required

• 5-10+ years of tax experience in public accounting
• Strong experience reviewing business returns (S-Corp, Partnership)
• Proven experience managing staff and reviewing work
• Deep understanding of tax strategy for business owners
• Excellent communication and client-facing skills Preferred
• CPA or EA (strongly preferred but not required)
• Experience in a boutique or high-touch firm environment
• Experience with tax planning and advisory services
• Familiarity with Thomson Reuters suite (UltraTax, Practice CS, etc.) ⸻ Compensation & Structure

Base Salary :

$100,000-$125,000 (depending on experience)

• Performance Bonus tied to:
• Production
• Team KPIs
• Client growth

Upside Potential :

Leadership track into Director / Partner role ⸻ Why This Role Is Different

• You will lead, not just review
• You will be involved in real tax strategy, not just compliance
• You will help build a top-tier boutique firm model
• You will work with high-quality clients (not volume-driven returns)
• You will have direct impact on firm growth and systems ⸻ Ideal Candidate Profile (What "A Players" Look Like Here)
• Thinks like an owner, not an employee
• Obsessed with accuracy and efficiency
• Strong communicator with confidence in client meetings
• Enjoys mentoring and building teams
• Wants to grow into a leadership role