Senior Tax Manager

We are looking for an experienced Senior Tax Manager to lead advanced tax engagements for high-net-worth individuals, business owners, and closely held companies. This position focuses on delivering thoughtful tax guidance, overseeing complex filings, and helping clients navigate planning opportunities with confidence. The ideal candidate brings strong technical expertise across individual, business, estate, and trust taxation, along with the ability to mentor staff and manage client expectations effectively.

Responsibilities:

• Lead the preparation and review of sophisticated tax returns for individuals, corporations, pass-through entities, estates, and trusts.
• Advise high-net-worth clients and privately owned businesses on tax strategies designed to support long-term financial objectives.
• Develop forward-looking tax plans that identify savings opportunities, manage exposure, and address changing regulations.
• Provide guidance on specialized matters such as research and development tax incentives and like-kind exchange transactions.
• Resolve tax notices and represent clients in communications related to filing issues, examinations, and other tax matters.
• Oversee the timely delivery of client engagements, ensuring accuracy, completeness, and a high standard of service.
• Review financial information and statements to assess tax implications and support compliance and planning work.
• Supervise, coach, and develop entry-level tax professionals by providing technical direction and performance feedback.
• At least 5 years of experience in tax accounting with substantial exposure to complex individual and business taxation.
• Demonstrated expertise in preparing and reviewing individual, corporate, and related tax filings.
• Strong knowledge of estate and trust taxation, tax planning, and consulting for high-net-worth clients.
• Familiarity with sales and use tax concepts and broader business tax compliance requirements.
• Experience handling tax research, client correspondence, and resolution of tax-related issues.
• Solid understanding of financial statements and their impact on tax reporting and planning.
• Proven ability to manage multiple engagements, prioritize deadlines, and lead staff effectively.