Tax Senior Manager

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As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients.

Job Description

• Tax Strategy and Engagement Oversight
  • Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
  • Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions
  • Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
  • Monitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations
• Research and Analysis
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
  • Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
• Client Communication
  • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
  • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
  • Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
• Compliance and Documentation
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Team Collaboration
  • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
  • Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members
  • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
• Process Improvement and Innovation
  • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
  • Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
• Strategic Business Development
  • Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
  • Participate in proposal development and presentations to prospective clients
• Supervisory Responsibilities
  • Will supervise subordinate team members
• Work Environment
  • Work is conducted in a professional office environment with minimal distractions
• Physical Demands
  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
  • Must be able to lift up to 15 pounds at a time
• Travel Required
  • Travel may be frequent and unpredictable, depending on client’s needs
• Required Education and Experience
  • Bachelor’s degree in accounting, finance, or a related field
  • 8+ years of relevant experience
  • CPA or Enrolled Agent license
  • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
  • Specific positions may require additional industry or specialization certifications
  • Responsible for completing the minimum CPE credit requirement
  • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
• Preferred Education and Experience
  • Juris Doctor (JD) degree for specialty positions

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.