Senior Tax Professional / Tax Manager

Schedule : Full-time, year-round. Extended hours are expected during the tax season (January-April). Hours may vary based on workload during off-season.

Position Summary

The Senior Tax Professional / Tax Manager is responsible for preparing and reviewing complex individual and business tax returns, ensuring compliance with federal and state tax laws, and maintaining the firm’s standards for accuracy and quality. This position requires deep technical knowledge, strong attention to detail, and the ability to manage a high-volume workload efficiently during peak tax season. The role involves collaboration with the partners and tax assistants to deliver timely and accurate tax preparation, planning, and client support. While the position does not include direct staff supervision at this time, it may include review or leadership responsibilities in the future.

• Tax Preparation and Review
• Prepare and review complex individual (Form 1040) and business (Forms 1120, 1120S, and 1065) tax returns using Drake Tax Software.
• Review tax returns prepared by others, ensuring accuracy, completeness, and adherence to firm procedures.
• Identify discrepancies, errors, or missing information and recommend corrective actions.
• Maintain compliance with all applicable tax laws, regulations, and filing deadlines.
• Conduct tax research and interpret IRS and state guidance to resolve complex issues.
• Document all work performed in accordance with firm policies and record-keeping standards.
• Client Service and Planning
• Conduct tax strategy and planning meetings with clients, identifying opportunities for tax savings or process improvements.
• Provide clear and professional communication when discussing tax positions, recommendations, or next steps.
• Support partners in addressing technical questions or issues raised by clients or staff.
• Ensure client confidentiality and professionalism in all communications.
• Process Improvement and Firm Support
• Research federal and state tax law changes and share relevant updates with the team.
• Assist in refining firm templates, checklists, and review procedures for efficiency and consistency.
• Participate in training, internal process improvement, and workflow development projects independently and as requested
• Provide feedback on technology tools and recommend enhancements where beneficial.

Requirements

Preferred

Performance Expectations

FLSA Classification Justification

This position meets the Administrative Exemption under the Fair Labor Standards Act (FLSA). The Senior Tax Professional / Tax Manager’s primary duties involve office and non-manual work directly related to the general business operations of the company and its clients. The role requires the regular exercise of discretion and independent judgment in matters of significance, including auditing work for accuracy, advising on process standards, and assisting management with workflow and training initiatives.

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