Position Summary
We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This role requires strong technical expertise in complex individual taxation, proactive tax planning capabilities, and the ability to serve as a trusted advisor while managing client relationships and mentoring staff.

Key Responsibilities

• Manage and review complex individual, trust, estate, and related entity tax returns (Forms 1040, 1041, partnerships, and S corporations).
• Provide proactive tax planning and consulting for high-net-worth individuals and multi-generational families.
• Advise clients on income tax, estate and gift tax, wealth transfer, and trust planning strategies.
• Serve as the primary relationship manager for a portfolio of high-value clients.
• Research and resolve complex tax issues and communicate recommendations clearly to clients.
• Coordinate tax engagements, ensuring timely delivery and high-quality client service.
• Mentor, develop, and review the work of tax staff and senior accountants.
• Identify opportunities to improve client tax positions and enhance firm service offerings.

Qualifications

• CPA required.
• 8+ years of public accounting tax experience, including significant experience with high-net-worth individuals and trusts.
• Proficiency in tax research tools and software (e.g., CCH Axcess)
• Strong technical knowledge of individual, fiduciary, estate, and gift taxation.
• Proven experience reviewing complex tax returns and delivering sophisticated tax planning strategies.
• Excellent client relationship, communication, and leadership skills.
• Experience in a CPA firm environment required

Who We Are

At Mellott & Mellott, we combine the depth and sophistication of a leading advisory firm with the culture of a long-standing family business. For more than 70 years, we have served closely held businesses, nonprofit organizations, and high-net-worth individuals throughout the Tri-State region with tax, audit, and strategic advisory services. Our team of nearly 40 professionals is built on trust, responsiveness, and long-term relationships-with both clients and employees. Here, experienced professionals can make an immediate impact, build meaningful client relationships, and grow within a respected, collaborative firm.

Why Join Us

We know talented professionals want more than just another busy season. We offer a long-term career path in an environment that values flexibility, teamwork, and balance.

• Flexible scheduling and work-life balance year round
• 37.5-hour standard workweek outside of busy season
• Opportunity to bank additional time worked during peak season for future time off
• Competitive benefits package including health insurance and 401(k) match
• Paid holidays and PTO
• Collaborative culture with long-tenured team members
• Direct access to leadership and real opportunities for advancement
• Monthly team events and a connected office environment
• Challenging, meaningful work with quality clients

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning