Senior Tax Manager

Step into a senior leadership role where your technical tax expertise and judgment will directly shape outcomes for high-net-worth clients and complex pass-through entities. This is a direct-hire opportunity with a firm that values deep subject-matter knowledge, high-quality client service, and the ability to lead and develop a high-performing tax team.

About the Role

As Senior Tax Manager, you will oversee complex individual and pass-through entity tax engagements, ensuring accurate compliance and strategic consulting for high-net-worth clients. You will serve as a key technical resource, reviewing complex returns, guiding tax planning strategies, and mentoring staff to elevate technical quality and efficiency across the tax function.

Key Responsibilities

* Lead and manage tax compliance engagements for high-net-worth individuals (1040) and pass-through entities, including S-corporations (1120-S) and partnerships (1065/K-1).

* Review complex federal and state tax returns, ensuring technical accuracy, adherence to regulatory requirements, and identification of tax planning opportunities.

* Provide advanced tax consulting and planning services to individual and business clients, including entity structure, income allocation, and multi-jurisdictional considerations.

* Oversee engagement workflows, including planning, scheduling, and resource allocation, to deliver work on time and within scope.

* Serve as a technical advisor on complex tax issues, interpreting new legislation and regulations and communicating implications to clients and internal teams.

* Mentor, train, and supervise tax staff and seniors, providing technical guidance, review feedback, and support for professional development.

* Collaborate with partners and other service lines to support client relationship management and integrated advisory solutions.

* Develop and refine internal processes and best practices to improve accuracy, efficiency, and consistency in tax engagements.

Key Requirements

* Bachelor's degree in Accounting or equivalent field.

* Active CPA license.

* 10+ years of recent tax compliance and/or tax consulting experience in public accounting or a mix of public/private roles.

* 10+ years of progressive experience providing tax compliance and consulting services for high-net-worth individuals (1040).

* Extensive experience with S-corporations (1120-S) and partnerships (1065), including K-1 allocations and related issues.

* Minimum 6 years of hands-on experience addressing complex technical tax matters.

* Proven track record of managing multiple concurrent tax engagements and meeting deadlines.

* Demonstrated ability to review and sign off on complex returns and provide clear, actionable technical guidance.

Desirable Skills

* Experience with multi-state and multi-jurisdictional individual and pass-through entity tax issues.

* Background in estate, gift, or trust tax matters for high-net-worth clients.

* Familiarity with tax research tools and advanced tax software platforms.

* Prior experience in a leadership role within a mid-size or large public accounting firm.

* Strong client-facing consulting experience, including presenting complex tax concepts in a clear, concise manner.

Qualifications

* Bachelor's degree in Accounting (required).

* CPA certification (required).

* Master's degree in Taxation or related field (preferred).

* Ongoing continuing professional education in tax law, regulations, and planning strategies (preferred).

If you are a seasoned tax professional ready to take ownership of complex client engagements and lead a high-caliber tax team, we encourage you to apply.