SENIOR TAX MANAGER

• Conduct review of tax returns and workpapers, ensuring accuracy and compliance for projects you manage and/or sign.
• Develop and communicate review comments, suggestions, and tax return changes to tax preparers that meet tax compliance guidelines.
• Engage in tax planning activities, identifying opportunities to minimize tax liabilities and optimize financial outcomes for clients.
• Serve as a trusted advisor to clients, offering proactive solutions to address their tax concerns and achieve their financial goals.
• Manage client relationships, serving as the primary point of contact and addressing client inquiries and concerns. Maintain an advisory and consultative relationship with clients.
• Proactively address and anticipate client needs and advocate for firm services (including cross-selling), instilling confidence and credibility.
• Learn and understand the business and industry of clients.
• Interface with taxing authorities and assist in gathering information for federal, state, and local tax audits, as needed.
• Expand expertise in identified specialties, including industry and tax return types. Be an internal resource for team members within identified specialty, answering questions and providing support.
• Stay up to date on tax laws, regulations, and industry trends, sharing relevant information and insights with internal team members and external clients.

• Bachelor’s degree required in accounting, finance, business, or related field.
• Minimum of seven years of experience in a tax or tax-related technical role, including at least two years of experience as a tax manager. Experience in tax law, regulations, and planning strategies.
• CPA licensure required.

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