Senior Tax Manager

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Paid time off
• Training & development

Senior Tax Manager

Boutique Tax & Advisory Firm (High-Touch, Growth-Focused)

Position Overview

We are seeking a Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and accounting firm.

This role is designed for a technically strong, client-facing leader who can own the review process, develop staff, and deliver proactive tax strategy to business owners and high-income individuals.

The ideal candidate thrives in a high-performance, relationship-driven environment and is motivated by building systems, improving processes, and elevating client experience.

Key Responsibilities

Tax Review & Compliance Oversight

• Review complex business and individual tax returns (1120S, 1065, 1120, 1040)
• Ensure accuracy, completeness, and strategic optimization of all filings
• Reduce review notes and rework through team training and systems
• Maintain firm-wide quality control standards

Tax Planning & Advisory

• Lead and deliver proactive tax planning for business owners and high-net-worth clients
• Identify and implement advanced strategies (entity structuring, 199A, compensation optimization, etc.)
• Collaborate with bookkeeping and CFO services to ensure planning is data-driven
• Participate in client strategy meetings and year-round advisory

Team Leadership & Development

• Manage and mentor tax staff and preparers
• Train team on technical tax matters and firm processes
• Improve staff efficiency, accuracy, and independence
• Conduct performance reviews and contribute to hiring decisions

Workflow & Process Management

• Oversee return workflow from preparation to final delivery
• Identify bottlenecks and implement process improvements
• Help build scalable systems and SOPs
• Ensure deadlines are consistently met without partner intervention

Client Relationship Management

• Serve as a primary point of contact for key clients
• Communicate complex tax concepts in a clear, confident manner
• Build long-term client relationships through proactive communication
• Identify opportunities to expand services (bookkeeping, planning, advisory)

Success Metrics (KPIs)

This role will be measured on:

• Review Efficiency: Turnaround time on returns
• Accuracy Rate: Reduction in reviewer corrections and rework
• Client Retention & Growth: Expansion of services within existing clients
• Realization Rate: Minimizing write-downs
• Staff Development: Team performance and independence
• Planning Revenue Growth: Increased advisory engagement

Qualifications

Required

• 5–10+ years of tax experience in public accounting
• Strong experience reviewing business returns (S-Corp, Partnership)
• Proven experience managing staff and reviewing work
• Deep understanding of tax strategy for business owners
• Excellent communication and client-facing skills

Preferred

• CPA or EA (strongly preferred but not required)
• Experience in a boutique or high-touch firm environment
• Experience with tax planning and advisory services
• Familiarity with Thomson Reuters suite (UltraTax, Practice CS, etc.)

Compensation & Structure

• Base Salary: $100,000-$125,000 (depending on experience)
• Performance Bonus tied to: Production, Team KPIs, Client growth
• Upside Potential: Leadership track into Director / Partner role

Why This Role Is Different

• You will lead, not just review
• You will be involved in real tax strategy, not just compliance
• You will help build a top-tier boutique firm model
• You will work with high-quality clients (not volume-driven returns)
• You will have direct impact on firm growth and systems

Ideal Candidate Profile (What “A Players” Look Like Here)

• Thinks like an owner, not an employee
• Obsessed with accuracy and efficiency
• Strong communicator with confidence in client meetings
• Enjoys mentoring and building teams
• Wants to grow into a leadership role