Senior Tax Manager

Job Description

Job Description

Position Title : Senior Tax Manager Reports to : Principal / Shareholder

Our firm seeks a Senior Tax Manager to join our dynamic and collaborative team. This position is ideal for experienced accounting professionals seeking to advance their careers by assuming greater responsibility in tax preparation, review, and client service. As part of a firm committed to delivering exceptional financial services, the Mid-Level Preparer / Reviewer will ensure that our clients' compliance, accuracy, and strategic insights are met. We're seeking talented and motivated professionals to join our expanding team! If you're passionate about providing top-notch service, enjoy working in a collaborative environment, and are ready to take your career to the next level, we'd love to hear from you.

Key Responsibilities

In this role, you will engage in a variety of accounting and tax-related tasks, including but not limited to :

Tax Preparation and Review

Prepare and review individual, partnership, and corporate tax returns to ensure compliance with federal and state regulations.

Conduct research to address complex tax issues and develop effective client solutions.

Assist with intermediate and advanced year-end tax planning and strategies for individuals and businesses.

Ensure accurate position documentation and develop well-written notes and memos for tax files.

Demonstrate knowledge of sales tax rules and compliance, preparing reports as required.

Client Service

Maintain and strengthen client relationships by providing accurate, proactive, and timely communication.

Confidently address client concerns by actively listening and providing thoughtful, practical solutions tailored to their needs.

Cultivate trust and long-term partnerships with clients.

Business Development

Identify cross-selling opportunities and communicate them to management.

Assist in preparing new client proposals and actively participate in firm networking efforts.

Collaboration and Team Development

Serve as a resource for junior staff, providing guidance and mentoring to build their expertise.

Answer technical questions from staff and interns, fostering professional growth within the firm.

Actively contribute to a positive, team-oriented culture.

Operational Excellence

Manage project timelines and budgets to ensure completion within deadlines and financial expectations.

Utilize robust software solutions like CCH or Thomson Reuters to streamline workflows and boost productivity.

Maintain accurate time and project records in the tracking software on a daily basis.

Technical Expertise

Advise clients on intermediate to advanced tax and accounting issues, including business valuations.

Demonstrate advanced proficiency in tax research tools and apply findings effectively.

Use historical financial data to assess trends, anomalies, and opportunities for improvement.

Qualifications

Education : Bachelor's degree in accounting or related field (CPA or EA preferred but not required).

Experience : Minimum of 7+ years in tax preparation, review, and accounting.

Proficiency in tax software, with experience in CCH or Thomson Reuters being a strong plus.

Knowledge of partnership returns, sales tax preparation, and financial statement reviews.

Bilingual (Spanish / English) skills are a plus

Interest or experience in business valuations is a strong advantage.

Excellent written and verbal communication skills to interact effectively with clients and team members.

Strong attention to detail, organizational skills, and ability to manage multiple projects in a dynamic environment.

What Makes This Opportunity Unique?

Professional Growth Opportunities : Ongoing training, resources, and clear career advancement paths.

Collaborative Work Environment : A supportive, team-focused culture where your ideas and expertise are valued.

Work-Life Balance : Flexibility to maintain a healthy balance between your personal and professional life.