Senior Tax Manager – Individual Tax

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

📋 Description

• Act as a trusted advisor to business owners, executives, and high-net-worth individuals, delivering advanced tax planning, compliance, and consulting services.

• Function as a technical leader for individual and owner-level taxation issues.

• Guide business owners and executives on tax planning strategies, encompassing: Pass-through entity taxation, Estimated tax planning, Compensation planning, State and local tax considerations, Succession and exit planning, and Wealth preservation strategies.

• Evaluate tax projections and planning analyses that facilitate client decision-making.

• Investigate complex tax issues and offer practical solutions.

• Establish trustworthy relationships with clients and serve as a strategic advisor throughout the year.

• Engage in planning discussions regarding tax, business, and ownership matters.

• Collaborate with attorneys, financial planners, bankers, and investment advisors.

• Review intricate individual, fiduciary, gift, and related tax returns, including Forms 1040, 1041, and 709.

• Mentor, coach, and cultivate the development of Tax Managers, Senior Associates, and Staff.

⛳️ Requirements

• Bachelor's degree in Accounting or a related discipline.

• Valid CPA or EA license.

• Over 7 years of public accounting tax experience.

• Strong technical expertise in: Individual taxation, Fiduciary taxation, Partnership taxation, S corporation taxation, and Owner-level tax planning.

• Experience in reviewing complex Forms 1040, 1041, and 709.

• Background in advising closely held business owners and executives.

• Exceptional communication, project management, and relationship-building abilities.

• Capability to mentor and develop professionals across various levels.

🏝️ Benefits

• Choose from three medical plans tailored to meet diverse needs and budgets.

• Access Teladoc's no-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutritional guidance, and mental health support.

• Recharge with our flexible PTO policy and benefit from 10 paid holidays.

• Maximize your health and dependent care with employer-supported HSAs and FSAs.

• Your well-being is prioritized with employer-paid life, AD&D, and comprehensive short- and long-term disability coverage.

• Utilize our Employee Assistance Program for support, along with access to InsurChoice for personal insurance options.