Senior Tax Manager

Richard B. Homes, CPA, LLC|Charleston, South Carolina|Full-Time

Richard B. Homes, CPA, LLC is a Charleston, South Carolina CPA firm providing tax, accounting, payroll, and consulting services — \"Accounting for Life.\" We are seeking an experienced Senior Tax Manager to join our team and be part of tax engagements for a diverse client base of businesses, individuals, estates, trusts, and non-profits.

ABOUT THE ROLE

As Senior Tax Manager, you will serve as the tax in-charge primarily for business and individual tax engagements, as well as some estate, trust, and non-profit tax engagements. You will work directly with clients throughout the year, prepare and review income tax returns ranging from simple to complex (including multi-state returns), and collaborate closely with the firm's supervisors and ownership on technical tax matters. This is an excellent opportunity for a motivated tax professional to grow within a well-established, client-focused CPA firm. We work as a team and look forward to meeting you!

KEY RESPONSIBILITIES

• Serve as tax in-charge on business, individual, estate, trust, and non-profit engagements
• Prepare simple to complex income tax returns, including multi-state and consolidated returns
• Review tax returns prepared by other staff members, as needed
• Develop and maintain strong working relationships with assigned clients; may include occasional travel to client sites
• Maintain regular client contact throughout the year, promptly returning calls and emails
• Research technical tax matters to ensure client compliance and document findings in client workpapers
• Gather and document client financial information and tax support, keeping thorough, organized client files
• Coordinate tax journal entries with clients and assist with entries in QuickBooks or other accounting systems
• Communicate compliance deadlines to clients, including extensions, estimated tax payments, and filing due dates
• Use the firm's secure client portal to exchange documents and manage e-signatures
• Monitor engagement budgets and timelines, escalating scheduling or scope concerns to a supervisor
• Collaborate with the client service team, manager, and/or firm owner, keeping them informed of important developments
• Demonstrate strong project management, teamwork, and use of current tax technology and tools
• Maintain accurate time records and submit timesheets promptly each pay period
• Follow all firm policies, including client confidentiality, data safeguarding, and cybersecurity/phishing awareness practices
• Pursue ongoing professional development through continuing tax and accounting education

QUALIFICATIONS

• Minimum of 4 years of tax preparation experience with a CPA firm
• Strong technical knowledge of individual, business, estate and trust taxation
• Experience preparing multi-state tax returns preferred
• Proficiency with QuickBooks and modern tax preparation/research software
• Excellent communication skills and a client-service mindset
• Strong organizational skills with the ability to manage multiple engagements and deadlines
• Self-starter who works well independently and as part of a team
• CPA license or CPA candidate strongly preferred

COMPENSATION & BENEFITS

Salary range: $90,000+ for candidates at the Senior level, up to $130,000 for more experienced candidates, commensurate with experience and credentials.

LOCATION

Charleston, South Carolina — on-site, with occasional travel to client locations.