Senior Tax Manager

We are seeking an experienced Senior Tax Manager to lead tax compliance, planning, and advisory services for a sophisticated client base consisting primarily of high-net-worth individuals, families, trusts, estates, and closely held businesses. This role requires strong technical expertise in complex individual taxation, proactive tax planning capabilities, and the ability to serve as a trusted advisor while managing client relationships and mentoring staff.

Responsibilities

Manage and review complex individual, trust, estate, and related entity tax returns (Forms 1040, 1041, partnerships, and S corporations); Provide proactive tax planning and consulting for high-net-worth individuals and multi-generational families; Advise clients on income tax, estate and gift tax, wealth transfer, and trust planning strategies; Serve as the primary relationship manager for a portfolio of high-value clients; Research and resolve complex tax issues and communicate recommendations clearly to clients; Coordinate tax engagements, ensuring timely delivery and high-quality client service; Mentor, develop, and review the work of tax staff and senior accountants; Identify opportunities to improve client tax positions and enhance firm service offerings

Requirements

CPA required; 8+ years of public accounting tax experience, including significant experience with high-net-worth individuals and trusts; Proficiency in tax research tools and software (e.g., CCH Axcess); Strong technical knowledge of individual, fiduciary, estate, and gift taxation; Proven experience reviewing complex tax returns and delivering sophisticated tax planning strategies; Excellent client relationship, communication, and leadership skills; Experience in a CPA firm environment required

Benefits

Flexible scheduling and work-life balance year round; 37.5-hour standard workweek outside of busy season; Opportunity to bank additional time worked during peak season for future time off; Competitive benefits package including health insurance and 401(k) match; Paid holidays and PTO; Collaborative culture with long-tenured team members; Direct access to leadership and real opportunities for advancement; Monthly team events and a connected office environment; Challenging, meaningful work with quality clients; 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