Job Description:
Position Summary:
The Senior Tax Manager will serve as a leader within KSM's Tax practice, managing complex client engagements while mentoring and developing staff. The ideal candidate will possess strong technical expertise in partnership taxation, particularly within the real estate industry, as well as individual tax planning, consulting, and compliance. This individual will lead the execution of multiple client engagements, oversee client service, and demonstrate the leadership, technical expertise, and ownership needed to support both clients and team members.
Responsibilities:
- Lead the preparation and review of complex real estate partnership tax returns while remaining actively involved in technical tax matters.
- Mentor, train, and develop Senior Associates and Associates by providing hands-on coaching throughout the tax preparation and review process.
- Manage partnership engagements that may include related individual (Form 1040) and trust (Form 1041) tax returns.
- Provide leadership and management of the office, including administration, supervision ofstaffand other day-to-day responsibilities.
- Articulate and position full spectrum of KSM services and solutions to potential customers and key executive decision makers.
- Focus on relationship-building byestablishingand maintainingappropriate professionalnetworks.
- Act as a trusted advisor to clients, providing strategic insights and solutions to meet their accounting, tax, and advisory needs.
- Build andmaintainlong-term client relationships, developing new businessopportunitiesand expanding service offerings.
- Manage large, complex accounts and ensure exceptional client satisfaction.
- Possess a complete knowledge of the Firms philosophy on financial, tax, and consulting matters, workqualityand application of professional and Firm standards.
- Maintain contact with clients throughout the year;possessesa thorough knowledge of the client and allfacetsofclientsbusiness.
- Plan, schedule, and staff engagements using firm policies and procedures.
- Communicate progress of engagements,problemsand resolutions toclientthrough written and oral correspondences.
- Maintain knowledge of general economic and political trends ofpossible taxor other legislation that could affect the business climate.
Requirements/Qualifications:
- Bachelors Degree in accounting
- Certified Public Accountant (CPA)
- A minimum of 8 years of experience in public accounting
- Experience providing tax services to real estate partnerships required.
- Experience with individual (Form 1040) and trust (Form 1041) taxation preferred.
- Demonstrated success building and managing client relationships
- Demonstrated professionalism and integrity
- Ability to influence and persuade to achieve desired outcomes
- Indirect and direct supervisory success
- Excellent interpersonal skills
- Excellent oral and written communication skills