Senior Tax Manager

A growing, established tax and accounting services firm is seeking a Senior Tax Manager to serve as a technical leader within the organization. This position will own the technical quality of the firm's work and help ensure clients receive consistent, accurate, and high-quality service.

The Senior Tax Manager will serve as a senior technical resource across tax and accounting engagements, including reviewing and signing tax returns, overseeing the accuracy of accounting deliverables, advising clients, and developing accounting and tax professionals.

This role is ideal for an experienced tax professional who enjoys being the technical authority and trusted advisor without being primarily responsible for sales, business development, or production management.

Key Responsibilities:

Client Experience & Advisory:

• Serve as a senior technical presence and trusted advisor to clients.
• Deliver a consistent, high-quality client experience across engagements.
• Provide proactive and timely communication regarding client work and deliverables.
• Lead tax planning and advisory conversations that provide value beyond compliance.
• Maintain a high standard of client service while ensuring continuity across the firm.

Technical Leadership & Quality Control:

• Serve as a technical authority on federal and state taxation, including individual, corporate, partnership, and trust taxation.
• Provide technical oversight of GAAP and bookkeeping standards.
• Act as the final quality-control point before tax and accounting deliverables reach the client.
• Review work thoroughly to identify and correct errors before delivery.
• Maintain and improve technical procedures, best practices, and standard operating procedures.
• Ensure work meets applicable professional, regulatory, and firm standards.

Tax Compliance & CPA Responsibilities:

• Review and sign tax returns as CPA of record for assigned engagements.
• Perform thorough and documented reviews of tax returns and related work.
• Take responsibility for the accuracy, compliance, and defensibility of signed returns.
• Ensure engagements comply with applicable tax, accounting, and professional standards.
• Review reconciliations, financial statements, journal entries, and other accounting deliverables.
• Provide technical oversight of month-end close and client accounting services.
• Identify accounting issues and provide appropriate technical guidance.
• Partner with production leadership to ensure accounting work is completed accurately and efficiently.
• Mentor and develop Staff Accountants, Senior Accountants, and bookkeeping professionals.
• Serve as a go-to technical resource for day-to-day tax and accounting questions.
• Provide meaningful review feedback and coaching to strengthen technical capabilities.
• Help identify and develop high-potential team members.
• Promote a culture of continuous learning and professional development.

Qualifications:

• CPA license required or strongly preferred, with the ability to serve as CPA of record.
• Significant experience in public accounting, tax, and/or accounting services.
• Strong technical knowledge of federal and state taxation.
• Experience with individual, corporate, partnership, and trust tax returns.
• Strong understanding of GAAP and accounting principles.
• Experience reviewing tax returns and accounting deliverables.
• Demonstrated ability to advise clients and communicate complex technical matters clearly.
• Experience mentoring and developing accounting or tax professionals.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage deadlines and maintain quality in a fast-paced, seasonal environment.

What This Role Is — and Isn’t:

This position is focused primarily on technical leadership, quality, client service, and staff development.

The Senior Tax Manager will not be primarily responsible for:

• Capacity planning
• Office P&L or profitability
• Billing and collections management

Instead, the Senior Tax Manager partners closely with operational/production leadership to ensure the work is technically sound, compliant, and delivered at a high standard.