Senior Tax Manager & Site Leader

The Senior Tax Manager oversees all aspects of tax compliance, planning, and accounting while serving as a key leader within the organization. In addition to managing client engagements and delivering exceptional service, this role will act as a site/office leader, helping to support day-to-day office operations, team leadership, culture, and coordination with Crete Professionals Alliance leadership. This position is an integral part of a small, high-performing team and plays a critical role in both client service excellence and local office leadership, ensuring the firm operates efficiently while maintaining a strong, collaborative culture.

Responsibilities

Work in all phases of tax planning, tax preparation, review, compliance, and research; Work directly with sophisticated high net worth and UHNW clients; Demonstrate strong experience using tax software including CCH Tax, Practice, and Engagement; Maintain current knowledge of prevailing tax laws, regulations, and developments; Apply knowledge of tax, regulatory requirements, and industry-specific issues to identify client impacts and recommend appropriate strategies; Be proficient in the preparation of various tax returns, including Individual, Fiduciary, Corporate, Partnership, and Multistate; Coordinate more complex accounting projects and initiatives with other members of the accounting team; Maintain superior attention to detail while managing multiple client engagements; Mentor, develop, and coach team members through training, delegation, and ongoing leadership support; Review work product and provide timely, constructive feedback; Support hiring, onboarding, and development of local team members; Foster a collaborative, accountable, and high-performing team environment; Serve as a local site/office leader, helping to oversee day-to-day office operations and ensure a positive, professional work environment; Act as a point of contact for local team members regarding office-related needs, workflows, and coordination; Partner with firm leadership and Crete Professionals Alliance to support office initiatives, growth efforts, and operational improvements; Help reinforce firm culture, values, and performance expectations within the local office; Support change management initiatives related to technology, process improvements, and firm integration; Promote engagement, collaboration, and communication across the local team and broader organization; Be proactive, self-motivated, well organized, and able to manage work effectively while maintaining strong client and internal relationships

Requirements

Bachelor's degree in Accounting; CPA; At least 7+ years of experience in a CPA firm; Experience with tax preparation and accounting; Excellent attention to detail and strong organizational skills; Ability to professionally engage with high net worth clients, verbally and in writing; Proficiency with MS Office and tax software

Nice to have

Experience in public accounting; Experience with compiled and reviewed financial statements; Experience with ClickUp, CCH/Engagement, and QuickBooks; Prior experience leading teams or serving in a supervisory or office leadership capacity

Benefits

Performance bonus; Potential opportunity for long-term incentive program; Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental); Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning