Senior Tax Manager

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

📋 Description

• Lead efforts to acquire clients, transforming potential clients into active engagements while overseeing the onboarding process from inception to completion.

• Act as the primary relationship manager for a well-established and expanding portfolio of individual and business clients, coordinating with their external advisors as necessary.

• Prepare and review complex tax returns for individuals and businesses, including fiduciary returns when relevant.

• Initiate proactive discussions on tax planning aimed at maximizing client tax savings and identifying ongoing opportunities.

• Investigate intricate tax issues and formulate sound resolutions.

• Oversee project workflows and prioritize multiple engagements simultaneously.

• Mentor and manage a team of 2–4 staff members, including task assignments and daily oversight.

• Utilize strong data analytics and problem-solving abilities to address client situations with an organized and methodical approach.

⛳️ Requirements

• A minimum of 5 years of experience in public accounting, specifically in individual and business taxation.

• A Bachelor's degree in Accounting is required; a Master's degree in Taxation is an advantage.

• CPA or EA certification is preferred.

• Previous experience in managing client engagements and leading a team is essential.

• Experience with fiduciary taxation is beneficial.

• Proficiency in ProFx or Access Tax preferred; familiarity with Word, Excel, QuickBooks (both online and desktop), Adobe Pro, CFS Payroll, and BNA is strongly preferred.

• Capability to work independently, manage competing priorities, and collaborate effectively within a team.

🏝️ Benefits

• Compensation aligned with experience.

• A fully paperless and technology-driven work environment.

• Opportunities for long-term advancement within a rapidly growing practice.

• A collaborative team culture supported by strong leadership.