Senior Manager of Tax

Senior Manager of Tax

If you are looking to build your career with a firm that puts the client first by providing advice designed to last, then we are the right company for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

As a senior tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders

• Participate in obtaining new clients in partnership with strategic relationships and community networks

• Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis

• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses

• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects

• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

• Commitment to continuing education, team development, training and mentoring new tax associates

Qualifications

• Bachelor's degree required

• 8+ years' tax experience working in private or public accounting firm or financial planning firm

• CPA or EA required

Skills and Knowledge

• Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities

• Strong research capabilities related to technical matters for complex tax needs and updates to regulations

• Mastery of various tax compliance software products (CCH or GOSystem preferred)

• Highly effective interpersonal, relationship management and communication skills

• Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment

• Demonstrated talent development experience, training new staff and mentoring interns

• Strong attention to detail