DescriptionCompensation TransparencySalary: $135,000 to $155,000 + 10-15% bonus potential
The Senior Tax Manager works in multiple capacities supporting our clients. Tax planning and preparation are the main focus, but this role will also include accounting and financial statement preparation.
Key Responsibilities- Oversee client financial statements for accuracy and timeliness.
- Review and prepare profit allocations for multi-owner clients.
- Oversee client tax onboarding.
- Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
- Manage the client relationship (i.e.: running meetings and correspondence).
- Oversee semi-annual client meetings for financial review and tax planning.
- Responsible for preparation for meetings and any follow-ups that result.
- Oversee client's strategic planning activities.
- Oversee preparation and analysis of dental practice buyer financial due diligence.
- Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.
- Oversee tax notice resolutions.
- Oversee government audits.
- Monitors and manages assigned accounts to ensure required work is performed on schedule with the client's internal Service Team.
- Research and answer client's accounting and tax questions.
- Stay up to date and research new tax laws and prepare internal educational materials.
- Consistently remains alert to client satisfaction, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
- Formal or informal management of tax employees
- Other duties as assigned.
Key Requirements- Bachelor's degree in accounting required
- Master's degree in accounting/finance or MBA is desired
- CPA licensure -active
- 7+ years of successful CPA firm experience and/or Big 4 experience
- Heavy business tax experience (S-Corp, C-Corp, individual, trust)
- Expert communication skills, including listening
- Willingness to understand and properly communicate difficult issues to clients
- Commitment to developing technical and industry knowledge through personal reading, research, coursework, and other avenues
- Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
- Ability to correctly apply appropriate technical skills to a wide range of situations
- Demonstrate the ability to research and provide solution options for difficult tax problems
- Ability to build relationships in the business community to generate future leads and referrals
- Knowledge and expertise in the medical and dental industry metric is ideal
Benefits- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match
