8+ years of public accounting experience, including 2 years at the Manager level
Proven ability to manage and develop a team of tax professionals
Strong technical foundation across various entity types and individual tax matters
Demonstrated interest in business development through client expansion and networking
Excellent communication skills, especially in advising business owners
Ability to exercise independent judgment with minimal supervision
Ambition for partner-track and long-term firm ownership
Responsibilities
Lead and oversee complex client engagements across various entity types
Serve as the primary client relationship owner, fostering long-term connections
Provide sophisticated tax planning and advisory services with a strategic focus
Identify and resolve technical issues through thorough research and sound judgment
Act as a business advisor on growth objectives, M&A, and exit planning
Drive business development by identifying new opportunities and maintaining a personal pipeline
Represent the firm at industry events to enhance visibility and relationships
Mentor and inspire a team of tax professionals, providing coaching and development
Manage engagement economics, including budgets and collections
Collaborate with firm leadership on strategic priorities and team development
Contribute to a culture of accountability and continuous growth
Benefits
Opportunity for partner-track advancement
High visibility role with significant client interaction
Mentorship and development opportunities for team members
Engagement in business development and networking
Participation in firm culture and community initiatives
Access to internal training programs and technical development sessions
Full Job Description
WS Advisors is seeking a driven and growth-oriented Senior Tax Manager to take on a leadership role across client engagements, firm initiatives, and practice growth. This is a high-visibility position designed for someone who is ready to step into a partner-track trajectory - someone who doesn't just manage work, but actively helps shape the direction of the practice. You will serve as a trusted advisor to private businesses, high-net-worth individuals, and families, while also contributing meaningfully to business development and firm culture.
Essential Functions
Lead and oversee multiple complex client engagements across entity types including C-Corps, S-Corps, Partnerships, Trusts, and high-net-worth individuals and families
Serve as the primary client relationship owner; build deep, long-term client connections through exceptional service and proactive communication
Provide sophisticated tax planning and advisory services with a forward-looking, strategic lens
Identify and resolve technical issues through thorough research, sound judgment, and appropriate consultation
Act as a business advisor to clients - offering guidance on growth objectives, M&A considerations, exit planning, funding structures, and entrepreneurial challenges
Drive business development - identify cross-sell and new business opportunities within the existing client base and through external networking; develop and maintain a personal pipeline of prospects
Represent the firm at industry events, networking functions, and community initiatives with the goal of expanding WS Advisors' visibility and relationships
Mentor, develop, and inspire a team of tax professionals; provide coaching, feedback, and stretch opportunities that build bench strength
Lead and facilitate internal training programs and technical development sessions for staff
Manage engagement economics including budgets, billing, and collections
Partner with firm leadership on strategic priorities, hiring, and team development
Contribute to a culture of accountability, collaboration, and continuous growth
Education, Skills, and Experience
BS or MS in Accounting or Tax; CPA required
8+ years of public accounting experience, including at least 2 years operating at the Manager level
Proven ability to manage and develop a team of tax professionals
Strong technical foundation across a broad range of entity types and individual tax matters
Demonstrated interest in and aptitude for business development - whether through client expansion, referral relationships, or external networking
Excellent communication skills across all levels, including confidence presenting to and advising business owners and executives
Ability to exercise independent judgment and make sound decisions with minimal supervision
Partner-track ambition and orientation toward long-term firm ownership
The annual base salary range for this role is $170,000-$220,000. This range includes the anticipated low and high end of Walter Shuffain's salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
