Senior Tax Manager

A highly respected financial services organization is seeking a Senior Tax Manager to join its tax leadership team.

This is a rare opportunity for an experienced tax professional to move into a sophisticated in-house environment where no two years look exactly alike. While the role includes oversight of complex tax compliance and reporting, it also offers meaningful involvement in strategic projects, transaction analysis, tax structuring, and business initiatives across a diverse investment platform.

Unlike many corporate tax roles that become heavily compliance-focused, this position provides broad exposure to executive leadership and the opportunity to work on a wide range of technical and business challenges. The successful candidate will partner with senior leaders across the organization while helping evaluate new investments, ownership structures, planning opportunities, and emerging business issues.

The ideal candidate will bring a strong public accounting foundation and enjoy researching complex tax matters, solving unique problems, and serving as a trusted advisor on issues that impact both the business and its clients. This role is ideal for a tax professional who enjoys learning new areas of tax, tackling complex technical issues, and partnering with leadership on projects that extend far beyond traditional compliance work.

Why This Opportunity Stands Out

• Rare opportunity to leave public accounting without sacrificing technical complexity
• Direct exposure to senior leadership and strategic decision making
• Broad mix of tax compliance, planning, structuring, and special projects
• Opportunity to work on new and evolving issues rather than only repetitive annual compliance cycles
• Exposure to partnership, pass-through, investment, and corporate tax matters
• Highly visible role with influence across multiple areas of the organization
• Stable and respected organization with a strong long-term focus
• Significantly better quality of life than traditional public accounting
• Competitive compensation, bonus opportunity, and exceptional benefits

If you are interested in learning more about this opportunity or other accounting and finance openings, email Jim Meade at Robert Half or connect with Jim on LinkedIn for a confidential discussion.

• Bachelor's degree in Accounting required
• CPA required
• Approximately 7+ years of progressive tax experience, including a strong foundation in public accounting
• Experience with a national, large regional, or Big 4 accounting firm is strongly preferred
• Experience reviewing and managing complex partnership, pass-through, and corporate tax engagements
• Strong technical tax research and analytical skills
• Working knowledge of ASC 740 and tax accounting concepts preferred
• Experience with investment partnerships, private equity, fund structures, family office clients, or complex ownership structures is highly desirable
• Ability to interpret tax regulations and apply them to sophisticated business and investment situations
• Experience managing external service providers and coordinating multiple workstreams simultaneously
• Strong project management skills with the ability to meet deadlines and manage competing priorities
• Advanced Microsoft Excel skills and proficiency using tax research and compliance software
• Excellent written and verbal communication skills, including the ability to explain complex tax matters to non-tax professionals
• Demonstrated ability to build relationships across Accounting, Finance, Legal, Operations, and executive leadership teams