Senior Tax Manager
Senior Tax Manager – Salary
$180K – $200K+ base (flexible based on experience) + bonus
Senior Tax Manager – Why This Opportunity Stands Out
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Step into a high-impact leadership role within a rapidly growing firm
- Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures
- Opportunity to influence firm-wide tax strategy, processes, and client experience
- Partner cross-functionally with leadership and other service lines to deliver holistic, value-added solutions
- Clear path to Partner-level progression with strong visibility and business development exposure
- Work on sophisticated engagements without the unsustainable hours of larger firms
Senior Tax Manager – Key Responsibilities
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Provide strategic oversight for the firm’s most complex tax engagements, including HNW individuals, private clients, and multi-entity structures
- Act as a trusted advisor to clients on tax planning, entity structuring, succession planning, and transaction strategy
- Review highly complex tax returns, ensuring technical accuracy and compliance across federal, state, and local jurisdictions
Lead engagement strategy and execution, coordinating with internal teams and external advisors
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Conduct advanced tax research on complex issues and evolving legislation; translate findings into actionable guidance
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- Serve as a technical leader within the firm, advising on emerging tax matters and regulatory updates
Drive improvements in tax processes, documentation, and quality control
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- Coach and mentor managers and staff, focusing on leadership development and succession planning
- Build and maintain deep client relationships, acting as a long-term strategic partner
Collaborate across service lines (assurance, advisory, client accounting) to deliver integrated solutions
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- Support firm growth through business development, including client pitches and proposal development
Represent the firm at industry events and networking opportunities
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Oversee engagement planning, resource allocation, and team productivity to ensure profitability and client satisfaction
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Senior Tax Manager – Qualifications
8+ years of tax experience, ideally within public accounting
- Strong experience with High Net Worth (HNW) / Private Client Services (PCS) clients is required
CPA license (or eligible)
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Bachelor’s degree in Accounting or related field
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- Strong technical expertise in Investment Partnerships and Private Equity
- Deep knowledge of federal, state, and local tax regulations and their application to complex client scenarios
- Proven track record in strategic tax planning, including entity structuring and transaction advisory
Advanced proficiency with tax software and research tools
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- Demonstrated ability to lead and develop teams across multiple engagement levels
Exceptional communication skills with the ability to explain complex tax concepts clearly
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- Strong business acumen with the ability to align tax strategies to client and firm objectives
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