Senior Tax Manager

Ascend Partner Firms

$170K — $220K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BS or MS in Accounting or Tax; CPA required
  • 8+ years of public accounting experience, including 2 years at the Manager level
  • Proven experience managing and developing tax professionals
  • Strong technical knowledge across various entity types and individual tax issues
  • Demonstrated interest in business development through networking and client relations
  • Excellent communication skills, capable of engaging with business owners and executives
  • Ambition for a partner-track role with a focus on long-term firm ownership

Responsibilities

  • Lead multiple complex client engagements for diverse entity types and individuals
  • Serve as the primary client relationship owner, fostering long-term connections
  • Provide strategic tax planning and advisory services with a forward-looking approach
  • Identify and resolve technical tax issues through research and sound judgment
  • Act as a business advisor on growth, M&A, and funding structures
  • Drive business development by identifying new opportunities and maintaining a prospect pipeline
  • Represent the firm at industry events and networking functions to enhance visibility
  • Mentor and develop a team of tax professionals through coaching and training sessions
  • Manage engagement economics, including budgets and collections
  • Collaborate with leadership on strategic priorities and team development

Benefits

  • Opportunities for professional growth and partner track progression
  • Mentorship and development programs for team building
  • Involvement in firm initiatives and community activities
  • Exposure to diverse client portfolios and complex tax engagements
  • A collaborative firm culture emphasizing accountability and continuous growth
Full Job Description
WS Advisors is seeking a driven and growth-oriented Senior Tax Manager to take on a leadership role across client engagements, firm initiatives, and practice growth. This is a high-visibility position designed for someone who is ready to step into a partner-track trajectory - someone who doesn't just manage work, but actively helps shape the direction of the practice. You will serve as a trusted advisor to private businesses, high-net-worth individuals, and families, while also contributing meaningfully to business development and firm culture.

Essential Functions
  • Lead and oversee multiple complex client engagements across entity types including C-Corps, S-Corps, Partnerships, Trusts, and high-net-worth individuals and families
  • Serve as the primary client relationship owner; build deep, long-term client connections through exceptional service and proactive communication
  • Provide sophisticated tax planning and advisory services with a forward-looking, strategic lens
  • Identify and resolve technical issues through thorough research, sound judgment, and appropriate consultation
  • Act as a business advisor to clients - offering guidance on growth objectives, M&A considerations, exit planning, funding structures, and entrepreneurial challenges
  • Drive business development - identify cross-sell and new business opportunities within the existing client base and through external networking; develop and maintain a personal pipeline of prospects
  • Represent the firm at industry events, networking functions, and community initiatives with the goal of expanding WS Advisors' visibility and relationships
  • Mentor, develop, and inspire a team of tax professionals; provide coaching, feedback, and stretch opportunities that build bench strength
  • Lead and facilitate internal training programs and technical development sessions for staff
  • Manage engagement economics including budgets, billing, and collections
  • Partner with firm leadership on strategic priorities, hiring, and team development
  • Contribute to a culture of accountability, collaboration, and continuous growth

Education, Skills, and Experience
  • BS or MS in Accounting or Tax; CPA required
  • 8+ years of public accounting experience, including at least 2 years operating at the Manager level
  • Proven ability to manage and develop a team of tax professionals
  • Strong technical foundation across a broad range of entity types and individual tax matters
  • Demonstrated interest in and aptitude for business development - whether through client expansion, referral relationships, or external networking
  • Excellent communication skills across all levels, including confidence presenting to and advising business owners and executives
  • Ability to exercise independent judgment and make sound decisions with minimal supervision
  • Partner-track ambition and orientation toward long-term firm ownership

The annual base salary range for this role is $170,000-$220,000. This range includes the anticipated low and high end of Walter Shuffain's salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

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