Senior Tax Manager

Platform Accounting

$120K — $185K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-12 years of experience in tax return preparation and review for individuals, corporations, partnerships, and estates.
  • Bachelor's degree required; Master's degree preferred.
  • CPA or EA certification is mandatory.
  • Experience managing staff and building client relationships.
  • Strong communication skills and meticulous attention to detail.
  • Entrepreneurial mindset with a strong work ethic.
  • Interest in strategic development and operational management.

Responsibilities

  • Lead and manage the local team alongside the Director of the firm.
  • Act as the primary contact for clients transitioning from retiring partners.
  • Manage relationships with new clients effectively.
  • Collaborate with the executive team on growth initiatives and service strategies.
  • Oversee the review and management of various tax return engagements.
  • Direct the firm's consulting and advisory services in the region.
  • Guide staff in areas such as research, training, and professional development.

Benefits

  • Paid medical benefits and a 401(k) plan.
  • Autonomy in managing office operations to ensure employee wellness.
  • Opportunity to have a significant impact on the firm’s growth strategy.
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

The expected salary range for this role is $120,000 - $185,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations.

Applications will be accepted until the position is filled.

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