Job Description
A Senior Tax Manager role responsible for leading private client services, helping clients optimize their tax strategies, and contributing to a fast-growing, innovative CPA and advisory firm with opportunities for professional growth and a collaborative culture.
Key Responsibilities
- Manage and oversee complex private client tax engagements
- Provide strategic tax planning and consulting for high-net-worth individuals
- Ensure compliance with federal, state, and local tax regulations
- Review and approve tax returns and related documentation
- Lead and mentor junior staff and team members
- Develop and maintain client relationships to identify tax opportunities
- Stay current on tax laws and industry developments affecting private clients
Requirements
- Minimum of 5 years of experience in tax, with at least 3 years in a managerial or senior management role within a CPA or advisory firm.
- Proven expertise in providing tax planning, compliance, and consulting services to high-net-worth individuals and private clients.
- Strong knowledge of federal and state tax laws and regulations applicable to private client services.
- Ability to lead and manage a team of tax professionals, including overseeing work quality and providing mentorship.
- Excellent communication skills to effectively interact with clients and team members, including the ability to explain complex tax concepts clearly.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA certification is required.
- Demonstrated ability to develop and implement tax strategies that maximize client opportunities and minimize liabilities.
- Experience with tax software and technology tools relevant to private client services.
- Ability to handle multiple client engagements simultaneously while maintaining high-quality standards.
- Physical ability to perform work in an office environment, including sitting for extended periods and using standard office equipment.
Benefits & Perks
Competitive compensation
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group, and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Ready to Apply?
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