Senior Tax Manager

Whittlesey

$100K — $130K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or equivalent experience
  • CPA license required
  • Minimum 8 years of experience in tax compliance
  • Industry specific knowledge is required
  • Valid state driver's license

Responsibilities

  • Oversee strategic client planning and impactful presentations
  • Manage tax profitability through procedures analysis
  • Establish and manage project budgets throughout engagements
  • Represent clients in IRS matters before tax authorities
  • Manage large tax engagements with staffing and scheduling oversight
  • Monitor engagement budgets using analytics and reporting
  • Provide technical expertise and act as a subject matter expert
  • Direct client meetings and cultivate strong client relationships
  • Identify additional services for clients and develop new business opportunities
  • Create and implement a personal marketing plan for business development

Benefits

  • Hybrid work model promoting flexibility and collaboration
  • Opportunity to make a meaningful impact in an innovative environment
  • Access to ongoing professional development and training
  • Supportive team culture fostering creativity and teamwork
Full Job Description
We have an exciting career opportunity for a Senior Tax Manager to join our Tax Team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.

What you will be doing
  • Oversee strategic client planning, including detailed analysis, plan development, and impactful presentations.
  • Manage tax profitability by analyzing procedures and suggesting improvements.
  • Establish and manage project budgets for tax services throughout the engagement process.
  • Represent clients in IRS matters before federal and state tax authorities.
  • Manage large tax engagements, including staffing, scheduling, and location requirements to ensure smooth operations.
  • Monitor engagement budgets through analytics and reporting, making adjustments as needed to maintain profitability.
  • Provide technical expertise to team members, staying current with industry standards and acting as a subject matter expert.
  • Direct all client meetings and presentations, fostering strong relationships with current and prospective clients.
  • Identify additional services for existing clients and develop new business through referrals and contacts, including cross-selling opportunities.
  • Develop a well-defined marketing plan and work towards building your own book of business.

What you must have
  • Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience.
  • CPA license required.
  • Minimum 8 years of experience in tax compliance. Industry specific knowledge required.
  • Must possess a valid state drivers' license.

Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

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