Senior Manager - US Tax - CPA (12-15 yrs)

Senior Manager - US Tax

Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients. This individual will work closely with a team of tax professionals and client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice's tax practice. The ideal candidate is a CPA with 10+ years of experience in tax, has a proven track record of working across large teams and has strong technical expertise in tax law and compliance.

Key Responsibilities:

Leadership & Team Management:

- Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development.

- Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs.

Client Relationship Management:

- Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.

- Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.

- Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client's needs.

Tax Compliance & Planning:

- Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.

- Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients.

- Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.

Technical Expertise & Advisory:

- Provide technical expertise on complex tax issues, including mergers and acquisitions, international tax, state and local tax, tax credits and incentives, and other specialized areas.

- Research complex tax matters and deliver insightful and well-supported recommendations to clients and internal teams.

- Lead discussions on technical tax topics within the practice, ensuring knowledge sharing and consistent application of tax laws.

Risk Management & Quality Control:

- Ensure that all tax engagements comply with the practice's quality control policies and regulatory standards.

- Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice's ethical standards.

- Review and sign off on tax returns, ensuring accuracy, compliance, and completeness.

Practice Development:

- Collaborate with practice leadership to develop and execute strategies for growing the tax practice, including client acquisition, cross-selling services, and expanding service offerings.

- Participate in business development initiatives, including networking, attending industry events, and representing the practice in the marketplace.

- Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas.

Team Collaboration & Practice Leadership:

- Work closely with partners and other department leaders to ensure seamless integration of tax services with other areas of the practice, including audit, advisory, and consulting.

- Contribute to the strategic direction of the practice by participating in leadership meetings, sharing insights on tax trends, and driving operational improvements.

Required Qualifications & Skills:

- 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services.

- Proven experience managing and leading professionals.

- Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning.

- Excellent communication and client relationship management skills, with a proven ability to manage multiple clients and projects simultaneously.

- Demonstrated leadership abilities, including mentoring and developing staff.

- Proficiency in tax software (e.g., UltraTax, ProSystem, Lacerte) and Microsoft Office Suite (Excel, Word).