Senior Tax Manager

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

📋 Description

• Deliver specialized tax expertise in private client services and for high-net-worth individuals.

• Evaluate research findings, tax returns, and workpapers; draw conclusions and identify the best strategies for clients.

• Ensure that tax advice is accurate and well-documented.

• Actively listen to clients, anticipate their needs, adjust to shifting priorities, and plan accordingly.

• Lead engagements and manage client relationships while providing top-notch tax services.

• Identify client issues and assess their risk tolerance.

• Define the scope of services offered to clients by leveraging knowledge of the firm’s industry service groups.

• Cultivate client relationships to drive new business opportunities.

• Develop and utilize robust internal and external networks.

• Engage actively in efforts related to industry service groups.

• Mentor and develop team members through training and available opportunities.

• Relay client needs and pertinent information to the appropriate team members.

• Foster relationships across industry service groups for a cohesive approach.

• Ensure timely delivery of quality outputs that remain within scope, budget, and realization targets.

• Assist with estate tax audits.

• Expand knowledge regarding income tax returns.

⛳️ Requirements

• Must exhibit motivation, multitasking abilities, organization, positivity, cooperation, and flexibility regarding assigned tasks.

• Exceptional verbal and written communication abilities.

• A B.A./B.S. degree in Accounting is required.

• A CPA certification is mandatory.

• Proficiency with 1040s and other non-business taxation documents is essential.

• Strong technical expertise in taxation is necessary.

• A minimum of 5 years of relevant work experience.

• Familiarity with MS Office and other accounting and tax software applications.

• Candidates must be authorized to work in the United States without the need for employment-based visa sponsorship now or in the future.

🏝️ Benefits

• Comprehensive Health, Dental, & Vision Insurance Plans.

• Flexible Spending Account (FSA) and Health Savings Accounts (HSA).

• Medical and Dependent Care options.

• Life and Voluntary Life Insurance coverage.

• Short and Long-Term Disability Insurance.

• 401k plan with matching contributions.

• Defined Contribution Plan (profit sharing).

• Customized Work Arrangements available.

• Floating Holidays and Volunteer Paid Time Off (PTO).

• Unlimited PTO for Managers and above.

• Referral Bonus Program.

• Tuition Reimbursement for pursuing an Advanced Degree.

• Healthy Living Reimbursement Program.

• Subscription to Health & Wellness Apps.

• CPA & EA reimbursement for study materials and examinations.

• Reimbursement for AICPA and CPA State Society memberships for Managers and above.

• On-demand access to industry-leading Continuing Professional Education (CPE) courses.

• Early dismissal on Fridays at 1 PM during the summer months.