Senior Tax Manager

Platform Accounting

$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7 - 12 years of tax preparation and review experience for individuals, corporations, partnerships, and estates
  • Bachelor's degree required; Master's degree preferred
  • CPA or EA certification required
  • Direct experience managing team and client relationships
  • Strong communication and attention management skills
  • Entrepreneurial mindset with a focus on strategy and operational excellence

Responsibilities

  • Support the firm's Director in leading and managing the local team
  • Act as the primary contact for retiring partners' clients
  • Manage relationships with new clients as a primary point of contact
  • Collaborate with the executive team to develop growth initiatives and operational strategies
  • Review and manage various tax return engagements including individual and business
  • Lead consulting and advisory efforts in the region
  • Oversee staff development in research, training, and mentorship

Benefits

  • Market-leading base compensation
  • Paid medical benefits and 401(k)
  • Autonomy to lead the office promoting wellness for self and employees
Full Job Description
Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. We envision this person to be a future leader for the firm taking ownership of both client relationships and team management. This individual will play a critical role in driving growth, mentoring employees, and upholding the firm's standards of excellence. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision.

What you will do:
  • Work with and support the firm's Director in leading and managing the local team
  • Become a primary point of contact for clients from retiring partners
  • Serve as the primary point of contact and relationship manager for new clients
  • Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies
  • Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
  • Lead firm's consulting and advisory efforts in the region
  • Lead and manage staff in areas of research, training, and development

What we look for:
  • 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns
  • Bachelor's degree required; Master's degree preferred
  • CPA or EA certification required
  • Direct experience managing staff and client relationships
  • Excellent communication and attention management skills
  • Proprietor mentality and work ethic
  • Entrepreneurial minded with an interest in strategy and operations

What we offer:
  • Market-leading base compensation
  • Paid medical benefits and 401(k)
  • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

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