Senior Tax Manager

Are you a client-focused tax professional who enjoys being a trusted advisor—not just a compliance reviewer? Our growing client is seeking a Senior Tax Manager to serve as the technical tax expert on a collaborative financial planning team while leading high-quality client service and mentoring talent.

• Build and maintain strong, long-term client relationships as the tax subject-matter expert
• Attend client meetings and deliver customized tax planning strategies
• Partner closely with financial advisors to support integrated tax planning
• Lead tax client service teams for compliance and planning engagements
• Review and sign federal & state tax returns (individuals, corporations, partnerships, trusts & estates)
• Oversee tax projections, audits, and complex research matters
• Play an active role in onboarding new clients
• Coach and develop team members through real-time feedback and mentorship

• 🎓 Bachelor’s degree in Accounting required
• CPA, JD, or EA required (Master’s in Taxation or JD preferred)
• 📊 5+ years of experience with individual, partnership, fiduciary, estate & gift tax compliance
• 🧠 Strong knowledge of the Internal Revenue Code, regulations, and tax research
• 💻 Proficiency with MS Office (Excel), Adobe Acrobat; experience with CCH Axcess Tax, BNA Tax Planner, BNA Portfolios, RIA Checkpoint preferred
• 🔎 Experience with ADP, Quick Books, and CRM systems (Salesforce a plus)
• ⏱ Ability to manage multiple deadlines in a fast-paced, growth-oriented environment
• 🗣 Excellent communication skills and comfort working with a highly collaborative team

• ✨ Be a trusted advisor—not just a tax preparer
• ✨Work in a collaborative, client-centric environment
• ✨In-office culture with flexibility and strong work-life balance
• ✨Opportunity for continued professional growth and leadership development