Senior Tax Manager
This is a remote position.
About the Firm
We are representing a rapidly growing boutique CPA practice that provides comprehensive tax advisory and compliance services to individuals and businesses. The firm operates in a fully paperless environment and places a strong emphasis on technology, efficiency, and long-term client relationships.
About the Role
Our client is seeking a Senior Tax Manager to join a growing team and take on a high-impact, multifaceted role. This is not a review-only position — the right candidate will be involved in client acquisition, relationship management, high-complexity return preparation and review, tax planning, and team leadership. The firm is looking for someone who can operate at a senior level independently while also contributing to the growth of the practice and the development of junior staff.
This role is ideal for an experienced tax professional who is client-oriented, analytically driven, and ready to take on meaningful ownership within a growing firm.
Key Responsibilities
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Lead client acquisition efforts, converting prospective clients into active engagements and managing onboarding from start to finish
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Serve as the primary relationship owner for an established and growing book of individual and business clients, coordinating with their outside advisors as needed
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Prepare and review high-complexity tax returns for individuals and businesses, including fiduciary returns where applicable
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Drive proactive tax planning conversations focused on client tax savings and ongoing opportunities
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Research complex tax issues and develop well-reasoned resolutions
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Manage project workflow and prioritize across multiple engagements simultaneously
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Supervise and develop a staff of 2–4 team members, including staffing assignments and day-to-day oversight
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Apply strong data analytics and problem-solving skills to client situations with an organized, methodical approach
Requirements
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5+ years of public accounting experience in individual and business taxation
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Bachelor's degree in Accounting required; Master's in Taxation a plus
- CPA or EA preferred
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Prior experience managing client engagements and leading staff
- Fiduciary taxation experience is a plus
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Proficiency with ProFx or Access Tax preferred; experience with Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA strongly preferred
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Ability to work independently, manage competing priorities, and collaborate effectively across a team
Benefits
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Compensation commensurate with experience
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Fully paperless, technology-forward work environment
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Opportunity for long-term growth within a rapidly expanding practice
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Collaborative team culture with strong leadership support
Originally posted on Himalayas