Tax Senior Manager

Job Description

Job Description

About the Role:

We are seeking an experienced Tax Senior Manager to lead complex tax planning, compliance, and advisory engagements for privately held businesses and their owners. This leadership role focuses on providing strategic tax guidance to closely held companies, partnerships, S corporations, C corporations, and individual business owners while overseeing client engagements, mentoring tax professionals, and supporting business development initiatives. The ideal candidate brings strong public accounting experience, advanced technical tax expertise, and a commitment to delivering exceptional client service.

Responsibilities:

• Perform technical reviews of complex tax returns and engagement workpapers for individuals, partnerships, S corporations, C corporations, and privately held businesses.
• Provide strategic tax planning and advisory services related to business and personal transactions, including evaluating tax implications, compliance requirements, and entity structuring.
• Develop responses to IRS examinations, state tax authority audits, notices, and regulatory inquiries.
• Lead multiple complex tax engagements while managing budgets, staffing, scheduling, workflow, deadlines, and overall engagement profitability.
• Conduct advanced tax research on complex federal, state, and local tax matters and prepare technical memorandums supporting tax positions.
• Assist with or lead business development initiatives by identifying new client opportunities and expanding advisory services for existing clients.
• Build and maintain long term client relationships while identifying opportunities to deliver additional tax and consulting services.
• Allocate engagement resources effectively to ensure quality service delivery and efficient project execution.
• Mentor, coach, and develop managers, supervisors, seniors, and staff through technical training, performance management, and career development.
• Stay current on changes in tax legislation and communicate technical updates and best practices across the tax practice.

Qualifications:

• Bachelor's degree in Accounting, Tax, Finance, or a related field.
• CPA, JD, or Enrolled Agent credential with authorization to practice before the IRS.
• Minimum of 6 years of public accounting tax experience or equivalent professional experience.
• Minimum of 2 years of leadership experience managing client engagements and supervising tax professionals.
• Strong knowledge of federal, state, and local tax laws affecting individuals, partnerships, S corporations, C corporations, and privately held businesses.
• Demonstrated experience managing multiple complex tax engagements while maintaining exceptional client service.
• Advanced analytical, leadership, communication, and project management skills.
• Ability to perform advanced tax research and provide practical, strategic recommendations for complex tax matters.

Desired Qualifications:

• Master's degree in Accounting, Taxation, or a related discipline.
• Experience advising privately held businesses and business owners on tax planning, entity structuring, and succession planning.
• Proven success developing client relationships and supporting business development initiatives.
• Strong presentation, technical writing, and thought leadership skills.
• Experience mentoring and developing tax professionals through coaching and technical training.