Senior Manager, Tax

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.

What You Will Do:

• Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
• Helping in developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships.
• Assisting in managing, developing, and coaching professional tax staff
• Reviewing returns prepared by tax associates and seniors
• Effectively delegating responsibilities to others, monitoring efforts of engagement teams
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

Minimum Qualifications:

• 7+ years of related experience in public accounting, law firm, or trust department
• Bachelor's or graduate degree in accounting, finance, or a related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

Preferred Qualifications:

• Master’s Degree in related field