Tax Senior Manager

We are a full-service public accounting and advisory firm serving middle-market businesses and their owners. Our approach is personal, proactive, and rooted in helping clients achieve lasting success. We are seeking a Tax Senior Manager who can lead engagements, guide our teams, and deliver high-quality results while managing both onshore and offshore resources.

As a Tax Senior Manager, you will oversee the delivery of tax compliance and consulting services to a diverse client base. You will lead multiple engagement teams, manage client relationships, and play a key role in integrating and managing offshore team members to support firm growth and efficiency. This role combines technical expertise, leadership, and a collaborative mindset suited for a dynamic middle-market environment.

Responsibilities

• Lead and review complex business, individual, and trust tax engagements for a diverse client portfolio.
• Manage workflows between domestic and offshore teams to ensure quality, consistency, and timely delivery.
• Train and mentor team members, fostering a collaborative environment and promoting professional development.
• Review tax returns and related workpapers, ensuring compliance with federal, state, and local tax laws.
• Provide clients with proactive tax planning, research, and consulting on key business decisions.
• Partner with firm leadership on client service initiatives, process improvement, and staff development.
• Manage engagement economics — including budgets, billing, and profitability — while ensuring exceptional client service.
• Identify and develop opportunities for additional client services and contribute to business development efforts.

Qualifications

• Bachelor’s degree in accounting or related field required; master’s in taxation preferred.
• Active CPA license required.
• 7–10 years of progressive public accounting tax experience, including 2+ years in a management or supervisory role.
• Demonstrated experience managing offshore tax preparation teams or coordinating with global service centers.
• Strong technical knowledge in business and individual taxation, including multi-state experience.
• Excellent communication, leadership, and organizational skills.
• Ability to manage multiple projects in a fast-paced, team-oriented environment.

Preferred Experience

• Middle-market or regional firm background with exposure to closely held businesses.
• Proficiency in CCH Axcess, UltraTax, or similar tax software.
• Familiarity with offshore workflow management tools and collaboration platforms (e.g., Microsoft Teams, Asana).

Why Join Us

• Collaborative firm culture focused on relationships, innovation, and professional growth.
• Opportunity to shape processes and mentor the next generation of tax professionals.
• Competitive compensation and comprehensive benefits package.
• Flexible work environment with hybrid and remote options.