Our client, a well-established and growth-oriented public accounting firm, is seeking an experienced Tax Manager / Senior Tax Manager to join its leadership team. This individual will play a key role in overseeing tax engagements, managing client relationships, mentoring staff, and contributing to the continued growth and strategic success of the practice.
This is an excellent opportunity for a technically strong and client-focused tax professional who thrives in a collaborative, high-performance environment and is looking for long-term leadership potential.
Key Responsibilities
Tax Engagement Leadership
- Lead and oversee all phases of tax engagements, including planning, preparation, review, and delivery for corporate, partnership, trust, and individual tax returns.
- Review complex tax returns, workpapers, and supporting documentation to ensure accuracy, compliance, and timely filing.
- Conduct advanced tax research and provide strategic recommendations related to tax compliance, planning, and reporting matters.
- Identify and resolve complex tax issues while advising clients and internal leadership on appropriate solutions.
- Ensure all review comments and outstanding items are addressed prior to final filing.
- Serve as a trusted advisor to clients by developing and maintaining strong professional relationships.
- Communicate engagement status, findings, and recommendations to both clients and firm leadership.
- Identify opportunities to provide additional value-added services and support business development initiatives.
- Collaborate with internal departments and client leadership teams to address operational, financial, and tax-related matters.
- Supervise, mentor, and develop senior associates, staff accountants, and interns.
- Review team performance, provide coaching and feedback, and support ongoing professional development.
- Foster a collaborative and positive team environment while promoting accountability and high-quality client service.
- Participate in recruiting, training, and performance evaluation processes.
- Manage engagement budgets, timelines, and profitability to ensure projects are completed efficiently and within scope.
- Monitor staff utilization and charge-hour goals while balancing multiple client engagements and deadlines.
- Assist with process improvements, departmental efficiencies, and implementation of best practices across the tax function.
- Prepare and analyze engagement billing and financial performance metrics.
Practice Growth & Firm Representation
- Support practice development efforts through networking, community involvement, professional organizations, and client relationship building.
- Participate in presentations, speaking engagements, and business development activities.
- Demonstrate strong leadership, communication, and relationship management skills both internally and externally.
Qualifications
- Bachelor’s degree in Accounting or related field required
- Active CPA license required
- 5–7+ years of public accounting tax experience
- Strong technical knowledge of federal, state, and local tax regulations
- Experience with corporate, partnership, trust, and individual tax returns
- Proficiency with tax research tools and tax preparation software
- Demonstrated leadership, project management, and mentoring experience
- Excellent written, verbal, analytical, and organizational skills
Additional Information
- Hybrid flexibility may be available depending on business needs
- Occasional local client travel required
- Ability to work additional hours during peak tax seasons as needed
This opportunity offers a strong leadership platform, exposure to complex and diverse client engagements, and the ability to make a meaningful impact within a respected and growing organization.
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