Senior Tax Manager

About the job

The Role

We serve a growing base of business owners through a mix of bookkeeping, tax, and advisory services, with a strong emphasis on recurring relationships and long-term client value.

- We are currently entering a growth phase through operational scaling and future acquisitions, and we’re building a team that can operate at a high level without constant oversight

In this pivotal role, you will :

• Own tax engagements end-to-end
• Handle both individual and business returns
• Begin stepping into review and leadership responsibilities
• Contribute to a structured, process-driven environment

This Role Is NOT a Fit If You:

• Prefer single-client or internal accounting roles
• Need constant supervision or reassurance
• Avoid deadlines or struggle with prioritization
• Dislike structured workflows, SOPs, and accountability
• Are only comfortable preparing returns (not owning outcomes)

What We're Looking For

• 10+ years of experience in tax management or a related field.

• Strong knowledge of federal, state, and local tax regulations.

• Strong knowledge of tax accounting principles including tax experience related to corporate accounting, estate planning, wills & trusts law, securities law, and non-profit accounting.

• Proficiency with accounting software such as QuickBooks, Lacerte; experience with financial software for analysis and reporting.

• Familiarity with regulatory frameworks like SOX compliance standards and GAAP guidelines for accurate financial report writing and interpretation.

• Excellent analysis skills with the ability to interpret complex financial data for decision-making purposes.

• Experience in auditing processes, account reconciliation, budgeting, and financial statement preparation.

Nice to Have

• CPA or equivalent certification.

• Experience with tax software and technology tools.

• Familiarity with international tax issues and regulations.

• Advanced degree in taxation or accounting.

*Submit your application with:

• A brief explanation of your experience with business + individual returns

• A short paragraph on how you approach managing multiple deadlines