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