A Tax Manager manages tax reporting and advises on tax planning for a company. Maintains current knowledge of federal, state and local tax codes and ensure that company tax filings are in compliance with the law. Manages tax accounting staff.
Tax Senior / Tax ManagerAre you ready to elevate your career with a forward-thinking firm? We are seeking an ambitious, detail-oriented Tax Senior or Tax Manager to lead complex tax compliance and strategic planning engagements. This dynamic role empowers you to manage high-net-worth individual and corporate accounts, mentor developing staff, and deliver exceptional, proactive client service. If you thrive in a collaborative environment and possess deep technical expertise in federal and state tax laws, this opportunity is built for your growth.
Position HighlightsSpecific Job Title:
Tax Senior or Tax Manager (commensurate with experience)
Location & Workplace Model:
In office
Compensation:
$90,000-$120,000 (Dependent on experience)
Comprehensive Benefits Package:
Comprehensive Medical, Dental, and Vision insurance coverage401(k) retirement plan with a competitive employer matchGenerous Paid Time Off (PTO) plus paid holidaysRemote/hybrid technology stipend and home office setup supportContinuing Professional Education (CPE) allowance and CPA license fee renewalsPerformance-based bonuses and annual merit reviews
Core ResponsibilitiesCompliance & Review:
Prepare, review, and sign off on complex federal and state tax returns, including Form 1040 (individuals), 1065 (partnerships), 1120S (S-Corps), 1120 (C-Corps), and 1041 (estates and trusts).
Tax Planning:
Advise and execute advanced tax-planning strategies for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI), focusing on wealth preservation, income optimization, and estate/trust considerations.
Team Leadership & Mentorship:
Supervise, mentor, and review the work of staff accountants, manage workflows, and provide constructive feedback to accelerate team development.
Client Relationship Management:
Serve as the primary, highly responsive client contact for technical inquiries, status updates, and strategic planning sessions.
Advanced Research:
Conduct rigorous tax research on complex technical issues, formulating actionable recommendations for firm partners and clients.
Process Optimization:
Drive efficiency through modern tax software and automation tools, ensuring top-tier quality control and timely delivery across all engagements.
Business Development:
Support firm growth by preparing client proposals, leading introductory meetings, and identifying cross-selling opportunities across advisory services.
Qualifications & RequirementsCertification:
Active CPA license required (or eligible to sit/license).
Experience Level:
3+ public accounting experience.
Technical Mastery:
Demonstrated proficiency in managing 1040, 1065, 1120S, 1120, and 1041 returns, alongside deep knowledge of federal and state tax compliance.
Software Proficiency:
Familiarity with professional tax compliance software (e.g., UltraTax, Lacerte, ProSystem fx) and advanced Excel capabilities.
Soft Skills:
Exceptional written and verbal communication skills, with the ability to translate complex tax strategies into clear, actionable advice for non-technical clients.
Ethical Standards:
Uncompromising integrity, elite organizational skills, and the capacity to successfully manage multiple concurrent deadlines under pressure
