As a Senior Tax Manager, you will ensure the delivery of top-notch tax services to clients. You will collaborate closely with a team of tax professionals and client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the tax practice. The ideal candidate is a CPA with over 10 years of tax experience, a proven track record of working with large teams, and strong technical expertise in tax law and compliance.
Key Responsibilities
Leadership & Team Management:
Lead and mentor tax professionals, providing guidance and support to ensure high performance and professional development.
Conduct regular performance evaluations, offer feedback, and support team members' growth through training and development programs.
Client Relationship Management:
Act as the primary contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.
Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client's needs.
Tax Compliance & Planning:
Oversee the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.
Provide advanced tax planning strategies to minimize tax liabilities and optimize tax positions for clients.
Stay updated on changes in tax legislation and regulations, advising clients on the impact of new laws or opportunities for tax savings.
Technical Expertise & Advisory:
Offer technical expertise on complex tax issues, including mergers and acquisitions, international tax, state and local tax, tax credits and incentives, and other specialized areas.
Research complex tax matters and deliver insightful, well-supported recommendations to clients and internal teams.
Lead discussions on technical tax topics within the practice, ensuring knowledge sharing and consistent application of tax laws.
Risk Management & Quality Control:
Ensure all tax engagements comply with the practice's quality control policies and regulatory standards.
Monitor and manage tax risks for both the practice and clients, ensuring tax positions are defensible and aligned with ethical standards.
Review and sign off on tax returns, ensuring accuracy, compliance, and completeness.
Practice Development:
Collaborate with practice leadership to develop and execute strategies for growing the tax practice, including client acquisition, cross-selling services, and expanding service offerings.
Participate in business development initiatives, including networking, attending industry events, and representing the practice in the marketplace.
Identify opportunities to expand services with existing clients, offering additional value-added services in tax and related areas.
Team Collaboration & Practice Leadership:
Work closely with partners and other department leaders to ensure seamless integration of tax services with other areas of the practice, including audit, advisory, and consulting.
Contribute to the strategic direction of the practice by participating in leadership meetings, sharing insights on tax trends, and driving operational improvements.
Requirements
Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required.
10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services.
Proven experience managing and leading professionals.
Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning.
Excellent communication and client relationship management skills, with the ability to manage multiple clients and projects simultaneously.
Demonstrated leadership abilities, including mentoring and developing staff.
Proficiency in tax software (e.g., UltraTax, ProSystem, Lacerte) and Microsoft Office Suite (Excel, Word).
Preferred Skills
Master's degree in Taxation or related field.
Experience in specialized areas such as international tax, M&A, state and local tax, or tax credits and incentives.
Strong business development and networking skills, with a track record of growing client relationships and practice areas.
Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.
Contact: mmcknight@judge.com
This job and many more are available through The Judge Group. Find us on the web at www.judge.com
