Job Summary
As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns. You will gain exposure to a diverse client base operating in a variety of industries. The role involves managing client relationships and acting as a liaison between internal staff and leadership to ensure high‑quality work is conducted and delivered to our clients.
Job Description
Tax Strategy and Engagement Oversight
- Develop and implement comprehensive tax planning strategies for clients, aligning with their financial objectives and minimizing tax liabilities.
- Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions.
- Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
- Monitor engagement progress, budgets, and timelines, making adjustments as needed to meet client expectations.
Research and Analysis
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision‑making.Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.Prepare and deliver presentations to clients on tax‑related matters, providing insights into their financial situations and potential tax implications.Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax‑related matters.Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties.Stay current with federal, state, and local tax laws, regulations, and changes.Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.Supervise and mentor tax staff, providing guidance, training, and feedback to foster professional growth.Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members.Participate in internal training sessions to enhance technical skills and stay updated on industry trends.Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to continuous improvement of the firm’s tax services.Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.Strategic Business Development
Collaborate with partners and senior management to identify business development opportunities and cultivate client leads.Participate in proposal development and presentations to prospective clients.Supervisory Responsibilities
Will supervise subordinate team members.Work Environment
Work is conducted in a professional office environment with minimal distractions.Physical Demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods.Must be able to lift up to 15 pounds at a time.Travel Required
Travel may be frequent and unpredictable, depending on client’s needs.Required Education And Experience
Bachelor’s degree in accounting, finance, or a related field.8+ years of relevant experience.CPA or Enrolled Agent license.Experience in a professional service environment, such as a CPA firm or financial consulting firm.Specific positions may require additional industry or specialization certifications.Responsible for completing the minimum CPE credit requirement.Software : CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.Preferred Education And Experience
Juris Doctor (JD) degree for specialty positions.Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
Who We Are
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We bring our experience from working within numerous industries to provide a 360‑degree view of our clients’ businesses. As an independent member of UHY International, we are proud to be part of a top‑20 international network of independent accounting and consulting firms.
What We Offer
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.Attractive Compensation Packages
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.#J-18808-Ljbffr