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, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders 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, ensuring alignment 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, make 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 initiativesLead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-makingClient Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concernsPrepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implicationsCultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related mattersCompliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standardsMonitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissionsStay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirementsTeam Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practicesSupervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their workFoster a collaborative team environment, promoting knowledge sharing and effective communication among team membersParticipate in internal training sessions to enhance your technical skills and stay updated on industry trendsProcess Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax servicesEnsure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverablesStrategic Business Development
Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategyParticipate in proposal development and presentations to prospective clientsSupervisory responsibilities
Will supervise subordinate team membersWork environment
Work is conducted in a professional office environment with minimal distractionsPhysical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of timeMust be able to lift to 15 pounds at a timeTravel required
Travel may be frequent and unpredictable, depending on client's needsRequired education and experience
Bachelor's degree in accounting, finance, or a related field8+ years of relevant experienceCPA or Enrolled Agent licenseExperience in professional service environment, such as a CPA firm, financial consulting firm, or similar settingSpecific positions may require additional industry or specialization certificationsResponsible for completing the minimum CPE credit requirementSoftware : CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax ResearchPreferred education and experience
Juris Doctor (JD) degree for specialty positionsOther 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.
For job postings in our Massachusetts locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $150,000 to $200,000.
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 are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a 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.