Senior Tax Manager

We're looking for a seasoned, strategic Senior Tax Manager to help lead our tax practice. You'll be a hands-on leader and a trusted advisor to our high-net-worth clients, owning complex returns from preparation and review through filing. You'll manage our internal and offshore preparation teams, act as the department's top technical resource, and build workflows that improve productivity and accuracy. The role has one or more Tax Preparers as direct reports, works with our offshore team, and reports to the Director and President.
Key Responsibilities

High-Net-Worth Client Service

- Serve as the primary technical advisor to high-net-worth individuals, families and their related entities

- Review and manage complex returns involving multiple pass-through entities, trusts, multistate filings and significant investment activity

- Oversee gift and estate tax filings and coordinate with clients' attorneys, wealth managers and other advisors

- Provide proactive tax planning and projections to minimize liability and support long-term financial goals

Team Leadership

- Directly manage and mentor a team of internal tax preparation professionals

- Oversee the workflow, performance and training of offshore tax preparation teams

- Foster a collaborative, high-performing environment with clear communication and smooth handoffs between internal and offshore teams

Tax Preparation, Review & Compliance

- Personally prepare and file tax returns for assigned clients, including complex individual, partnership, corporate and trust returns

- Manage and review federal, state and local returns for individuals, partnerships, corporations and trusts

- Critically review complex returns and workpapers for accuracy, completeness and compliance with federal and state tax law

- Serve as the final point of review and as the team's technical resource on complex tax issues

- Manage tax audits, inquiries and correspondence with tax authorities

Process Improvement & Technology

- Evaluate existing workflows to find bottlenecks and ways to improve efficiency and accuracy

- Use technology and automation to improve the compliance process, from document collection to final filing

- Create training materials and lead sessions so the whole team is proficient in new workflows and software

Client & Cross-Functional Partnership

- Act as technical liaison between clients, tax authorities and internal teams

- Work with other departments so clients get holistic, coordinated service

Skills, Knowledge and Expertise

Minimum Qualifications

- Active CPA license, Enrolled Agent (EA) credential, or both (required)

- 8+ years of progressive tax experience, including at least 3 years in a management or supervisory role

- Demonstrated experience preparing and reviewing complex returns for high-net-worth clients

- Bachelor's degree in Accounting, Finance, Taxation or a related field

- Proven experience managing or coordinating with offshore teams

- Strong knowledge of individual, trust and business tax planning strategies

- Familiarity with tax, workflow and communication software (e.g., UltraTax, G-Suite, CRM platforms)

- Ability to travel occasionally if needed

Preferred Qualifications

- Master's degree in Taxation

- Experience in accounting, financial advisory and/or consulting services

Skills & Attributes

- Exceptional leadership, coaching and mentoring skills

- Superior written and verbal communication

- Strong analytical, problem-solving and critical-thinking skills

- Strong organization and meticulous attention to detail

- Proven ability to manage multiple priorities and meet strict deadlines under pressure

- Excellent relationship management with clients and team members

- High ethical standards, with honesty and integrity

Benefits

What We Offer

- Fully remote work

- Medical, dental, vision, life and voluntary life insurance

- 401(k) with company match

- Unlimited Paid vacation

- Paid Sick Days

- Paid holidays

- Continuing education support

- Team-building events

Originally posted on Himalayas