Senior Tax Manager
[Insert CPA Firm Name], a leading Certified Public Accounting (CPA) firm based in New York, is seeking an accomplished, strategic and CPA Licensed Senior Tax Manager to join our clients team. This senior-level role is designed for a seasoned tax professional with extensive experience in tax compliance, planning, and advisory services. The ideal candidate will have a proven track record of managing complex tax engagements, developing innovative tax strategies, and building strong client relationships. The Senior Tax Manager will also play a pivotal role in mentoring staff, driving firm growth, and ensuring compliance with evolving tax regulations. This position offers the opportunity to work with a diverse client base, including high-net-worth individuals, corporations, partnerships, and trusts.
Key Responsibilities:
Tax Compliance and Preparation:
Oversee the preparation and review of complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.
Ensure accuracy, completeness, and compliance with all applicable tax laws and regulations.
Resolve complex tax issues, including discrepancies, audits, and potential risks.
Stay current on changes in tax legislation and communicate their impact to clients and staff.
Tax Planning and Advisory:
Provide strategic tax planning and consulting services to clients, including tax minimization strategies, entity structuring, and succession planning.
Advise clients on the tax implications of business transactions, mergers, acquisitions, and other strategic initiatives.
Develop and implement innovative tax strategies to optimize clients' financial positions.
Client Relationship Management:
Serve as a trusted advisor to high-profile clients, building and maintaining strong, long-term relationships.
Communicate complex tax concepts in a clear and concise manner to clients.
Proactively address client inquiries and provide timely, high-quality responses.
Identify opportunities to expand services and deepen client engagements.
Team Leadership and Mentorship:
Supervise, train, and mentor tax managers, senior associates, and staff, fostering a culture of continuous learning and professional development.
Review and provide constructive feedback on work prepared by team members to ensure quality and accuracy.
Delegate tasks effectively and manage team workloads to meet deadlines and client expectations.
Research and Technical Expertise:
Conduct in-depth research on complex tax issues and provide well-supported conclusions.
Utilize advanced tax software and technology tools to streamline processes and enhance efficiency.
Prepare technical memoranda, presentations, and reports on tax-related matters.
Business Development:
Lead firm-wide business development initiatives, including networking events, client presentations, and proposal preparation.
Identify and pursue opportunities to expand the firm's client base and service offerings.
Build and maintain relationships with external stakeholders, including attorneys, financial advisors, and other professionals.
Special Projects:
Lead special projects, such as IRS audits, tax controversy matters, and voluntary disclosures.
Collaborate with other departments to provide integrated solutions to clients.
Contribute to firm-wide initiatives to improve processes, enhance service delivery, and drive growth.
Qualifications:
Education:
Bachelor's degree in Accounting, Finance, or a related field (required).
Master's degree in Taxation or a related field (preferred).
CPA certification (required).
Experience:
8+ years of progressive experience in tax compliance, planning, and advisory services, preferably within a public accounting firm.
Demonstrated expertise in federal, state, and local tax laws and regulations.
Experience managing complex tax engagements for high-net-worth individuals, corporations, partnerships, and trusts.
Technical Skills:
Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar).
Advanced knowledge of Microsoft Excel, Word, and PowerPoint.
Familiarity with accounting software (e.g., QuickBooks, SAP, or similar).
Soft Skills:
Strong analytical and problem-solving abilities.
Excellent communication, interpersonal, and presentation skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Leadership skills with a commitment to mentoring and developing team members.
Why Join Us?
Competitive salary and performance-based bonuses.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Opportunities for professional growth and career advancement.
Collaborative and inclusive work environment.
Exposure to a diverse and prestigious client base.
How to Apply:
My client is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
This job description is intended to provide a general overview of the position and does not encompass all responsibilities or qualifications. Duties may evolve to meet the changing needs of the firm and its clients.
