Senior Tax Manager
Budget / Salary$145,000–170,000
TypeFull-time job
LocationUnited States
Posted2 hours ago
We're looking for a seasoned, strategic Senior Tax Manager to help lead our tax practice. You'll be a hands-on leader and a trusted advisor to our high-net-worth clients, owning complex returns from preparation and review through filing. You'll manage our internal and offshore preparation teams, act as the department's top technical resource, and build workflows that improve productivity and accuracy. The role has one or more Tax Preparers as direct reports, works with our offshore team, and reports to the Director and President.
Key Responsibilities
High-Net-Worth Client Service
Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
Provide proactive tax planning and projections to minimize liability and support long-term financial goals
Team Leadership
Directly manage and mentor a team of internal tax preparation professionals
Oversee the workflow, performance and training of offshore tax preparation teams
Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams
Tax Preparation, Review & Compliance
Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns
Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts
Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law
Serve as the final point of review and as the team's technical resource on complex tax issues
Manage tax audits, inquiries and correspondence with tax authorities
Process Improvement & Technology
Evaluate existing workflows to find bottlenecks and ways to improve efficiency and accuracy
Use technology and automation to improve the compliance process, from document collection to final filing
Create training materials and lead sessions so the whole team is proficient in new workflows and software
Client & Cross-Functional Partnership
Act as technical liaison between clients, tax authorities and internal teams
Work with other departments so clients get holistic, coordinated service
Skills, Knowledge and Expertise
Minimum Qualifications
Active CPA license, Enrolled Agent (EA) credential, or both (required)
8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
Bachelor's degree in Accounting, Finance, Taxation or a related field
Proven experience managing or coordinating with offshore teams
Strong knowledge of individual, trust and business tax planning strategies
Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)
Ability to travel occasionally if needed
Preferred Qualifications
Master's degree in Taxation
Experience in accounting, financial advisory and/or consulting services
Skills & Attributes
Exceptional leadership, coaching and mentoring skills
Superior written and verbal communication
Strong analytical, problem-solving and critical-thinking skills
Strong organization and meticulous attention to detail
Proven ability to manage multiple priorities and meet strict deadlines under pressure
Excellent relationship management with clients and team members
High ethical standards, with honesty and integrity
Benefits
What We Offer
Fully remote work
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Unlimited Paid vacation
Paid Sick Days
Paid holidays
Continuing education support
Team-building events
Originally posted on Himalayas
Key Responsibilities
High-Net-Worth Client Service
Serve as the primary technical advisor to high-net-worth individuals, families and their related entities
Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity
Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors
Provide proactive tax planning and projections to minimize liability and support long-term financial goals
Team Leadership
Directly manage and mentor a team of internal tax preparation professionals
Oversee the workflow, performance and training of offshore tax preparation teams
Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams
Tax Preparation, Review & Compliance
Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns
Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts
Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law
Serve as the final point of review and as the team's technical resource on complex tax issues
Manage tax audits, inquiries and correspondence with tax authorities
Process Improvement & Technology
Evaluate existing workflows to find bottlenecks and ways to improve efficiency and accuracy
Use technology and automation to improve the compliance process, from document collection to final filing
Create training materials and lead sessions so the whole team is proficient in new workflows and software
Client & Cross-Functional Partnership
Act as technical liaison between clients, tax authorities and internal teams
Work with other departments so clients get holistic, coordinated service
Skills, Knowledge and Expertise
Minimum Qualifications
Active CPA license, Enrolled Agent (EA) credential, or both (required)
8+ years of progressive tax experience, including at least 3 years in a management or supervisory role
Demonstrated experience preparing and reviewing complex returns for high-net-worth clients
Bachelor's degree in Accounting, Finance, Taxation or a related field
Proven experience managing or coordinating with offshore teams
Strong knowledge of individual, trust and business tax planning strategies
Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)
Ability to travel occasionally if needed
Preferred Qualifications
Master's degree in Taxation
Experience in accounting, financial advisory and/or consulting services
Skills & Attributes
Exceptional leadership, coaching and mentoring skills
Superior written and verbal communication
Strong analytical, problem-solving and critical-thinking skills
Strong organization and meticulous attention to detail
Proven ability to manage multiple priorities and meet strict deadlines under pressure
Excellent relationship management with clients and team members
High ethical standards, with honesty and integrity
Benefits
What We Offer
Fully remote work
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Unlimited Paid vacation
Paid Sick Days
Paid holidays
Continuing education support
Team-building events
Originally posted on Himalayas
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