Senior Tax Manager

Platform Accounting

$100K — $185K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7 - 12 years of experience with tax returns for individuals, corporations, partnerships, and estates.
  • Bachelor's degree required; Master’s preferred.
  • CPA or EA certification mandatory.
  • Direct management experience with staff and client relationships.
  • Strong communication and attention management skills.
  • Entrepreneurial mindset with a focus on strategy and operations.

Responsibilities

  • Support the firm's Director in managing the local team.
  • Act as the primary contact for clients transitioning from retiring partners.
  • Manage relationships with new clients as the primary contact.
  • Collaborate with the executive team to implement growth strategies and service offerings.
  • Review and supervise engagement for individual, business, and trust tax returns.
  • Lead regional consulting and advisory initiatives.
  • Oversee staff development in research and training.

Benefits

  • Market-leading base compensation.
  • Comprehensive paid medical benefits and 401(k).
  • Autonomy to manage office operations fostering employee wellness.
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. 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 $100,000 - $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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