Senior Tax Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Transform potential clients into actual clients.

• Oversee client relationships, including managing staffing assignments.

• Review and prepare intricate tax returns for individuals and select businesses.

• Lead project management efforts.

• Facilitate client acquisition and onboarding processes.

• Conduct tax planning aimed at maximizing clients’ tax savings and identifying ongoing tax opportunities.

• Investigate complex tax issues and formulate effective resolutions.

• Execute data analytics and adept problem-solving.

• Supervise a team of 2–4 staff members.

• Engage with clients and coordinate with their additional advisors.

⛳️ Requirements

• Minimum of 5 years of public accounting experience in individual and business taxation (experience with fiduciary taxation is a plus).

• Bachelor’s degree in Accounting is mandatory.

• Master’s degree in taxation is advantageous.

• CPA or EA certification is preferred.

• Previous experience in managing client engagements is required.

• Strong organizational and prioritization skills.

• Ability to work independently while also collaborating effectively with others.

• Capability to manage multiple workstreams at once.

• Proficient in technology, including Word, Excel, QuickBooks (both online and desktop), Adobe Pro, CFS Payroll, and BNA.

• Familiarity with AI, particularly in utilizing AI tools for tax research and analysis, as well as verifying outputs against primary authority.

• Prior experience with ProFx or Access Tax is preferred.

• Must be authorized to work in the US; visa sponsorship requirements must be addressed in the application.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health benefits including medical, dental, and vision coverage.

• Retirement savings plan with company match.

• Ongoing professional development opportunities.

• Flexible work arrangements.