Senior Tax Manager

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

📋 Description

• Transform prospective clients into engaged clients and oversee the onboarding process from beginning to end.

• Manage a portfolio of individual and business clients, which includes staffing assignments and the workflow of engagements.

• Conduct first and second (final) reviews on high-complexity tax returns for both individuals and businesses, and sign off on those returns.

• Spearhead proactive tax planning aimed at maximizing client tax savings and identifying ongoing opportunities.

• Investigate intricate tax issues and devise well-supported solutions.

• Utilize data analytics and effective problem-solving skills in addressing client situations.

• Supervise, review, and mentor a team of 2 to 4 members.

• Interact directly with clients and collaborate with attorneys, financial advisors, and other professionals.

• Oversee multiple workstreams and project timelines across the client portfolio.

⛳️ Requirements

• Over 10 years of public accounting experience in individual and business taxation.

• Bachelor's degree in Accounting is mandatory.

• A Master's in Taxation is an advantage.

• CPA or EA designation is preferred.

• Demonstrated experience in managing engagements and client relationships, including signing or final review of returns.

• Experience in fiduciary (trust and estate) taxation is a plus.

• Proficiency in AI: capable of using AI tools to enhance tax research and analysis while validating outputs against primary sources and managing iterative refinements.

• Strong technological skills in a paperless office environment, including proficiency in Word, Excel, QuickBooks (Online and Desktop), Adobe Pro, CFS Payroll, and BNA.

• Familiarity with ProFx or Access Tax is preferred.

• Highly organized, with the ability to prioritize and manage multiple workstreams, and effective in both independent and team settings.

🏝️ Benefits

• Competitive base salary and discretionary bonus, based on experience.

• Medical benefits provided.

• 401(k) plan with up to a 4% salary match (eligibility after one year).

• Fully paperless, technology-driven work environment.

• Opportunities for long-term growth within a rapidly expanding practice.