SENIOR TAX MANAGER
Job Summary
We are seeking a highly skilled and experienced Senior Tax Manager to join our dynamic team. The ideal candidate will possess a deep understanding of tax regulations and compliance, along with a strong background in accounting and financial services. This role requires expertise in tax preparation, retirement/estate planning, and financial reporting. The Senior Tax Manager will be responsible for overseeing tax strategies, ensuring compliance with federal and state regulations, and providing guidance on complex tax matters.
​
Responsibilities
-
Develop and implement effective tax strategies to minimize liabilities while ensuring compliance with all applicable laws.
-
Oversee the preparation and filing of federal, state, and local tax returns.
-
Conduct thorough reviews of tax returns prepared by junior staff to ensure accuracy and compliance.
-
Provide expert advice on estate planning, wills, trusts, and estate law to clients.
-
Analyze financial statements for accuracy in accordance with GAAP standards.
-
Maintain up-to-date knowledge of changes in tax laws and regulations affecting clients - both individuals and businesses.
Qualifications
-
Bachelor’s degree in Accounting, Finance, or related field; CPA or Enrolled Agent preferred.
-
Experience in accounting and/or tax preparation roles.
-
Strong knowledge of financial concepts, including tax planning and preparation, as well as financial analysis.
-
Proficiency in financial software applications; familiarity with ProSeries, TaxDome, and QuickBooks is a plus.
-
Excellent analytical skills with the ability to interpret complex financial data accurately.
-
Proven experience in managing client meetings and correspondence.
-
Strong communication skills for effective collaboration with clients and team members.
-
Ability to handle multiple projects simultaneously while meeting deadlines. We invite qualified candidates passionate about tax management and equipped with the required skills to apply for this exciting opportunity.
