Senior Tax Manager
Location: Remote
Our client is a boutique tax and advisory firm that works with growth-oriented entrepreneurial companies and high-net-worth individuals. They specialize in providing high-end tax and advisory services, along with customized advanced planning strategies, to clients nationwide. Over the past 18 years, they’ve built an environment that combines the complexity and challenges of “big firm” work with the flexibility and culture of a “small firm.”
This role offers the best of both worlds—exciting, challenging work with direct client interaction, while supporting professional development and promoting work-life balance.
The Opportunity
Our client is seeking an experienced Senior Tax Manager who is passionate about tax and eager to take on a high-impact role. The right candidate will enjoy the technical challenges of “big firm” work but will also value the flexibility, autonomy, and collaborative environment of a smaller firm.
The Senior Tax Manager will oversee a portfolio of individual and business clients, managing compliance and planning projects from start to finish. This is a senior-level opportunity with direct responsibility for technical delivery, client management, and project oversight.
Key Responsibilities
• Manage all aspects of tax compliance for individual, partnership, trust, and corporate clients.
• Review and approve complex tax returns, ensuring accuracy and identifying strategic opportunities.
• Oversee planning projections and implement tax strategies.
• Conduct and supervise research on complex tax matters.
• Lead client communication, ensuring exceptional service and strong relationships.
• Mentor and support staff while managing project budgets and deadlines.
• Oversee billing and profitability for assigned clients.
What We’re Looking For
• Bachelor’s degree in Accounting required; Master’s preferred.
• Active CPA license required.
• 10+ years of recent experience in a public accounting tax environment.
• Current or recent experience as a Tax Manager or Senior Tax Manager.
• Strong technical expertise across a wide range of tax matters.
• Proven ability to review and approve tax returns across multiple entity types.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Proficiency with Thomson Reuters CS Suite (including UltraTax CS) preferred.
• Proficiency in MS Office 365.
• A proactive, problem-solving mindset and ability to adapt in a fast-paced environment.
Benefits & Perks
• Flexible schedule
• 401(k) with employer match
• Health, dental, and vision insurance
• Life and disability insurance
• HSA/FSA
• Flexible paid time off
Additional Details
Experience Level: 10+ years in public accounting with a focus on tax
Schedule: Monday to Friday
Education: Bachelor’s (Required)
License/Certification: CPA (Required)