Senior Manager - Taxation

Description:

About the job

Position Overview

We are hiring an experienced Tax Manager / Senior Tax Manager to support small and mid-sized business clients in a public accounting environment.

This role is ideal for a tax professional who enjoys a hands-on leadership role, managing complex tax engagements, reviewing work, mentoring staff, and serving as a trusted advisor to business owners.

You will balance tax compliance, planning and advisory, client relationship management, and team leadership, while ensuring high-quality delivery across multiple engagements.

Key Responsibilities

Tax Compliance & Advisory

- Prepare and review federal and state tax returns including 1120, 1065, and 1040

- Manage multi-state tax filings and related planning

- Provide proactive tax planning and advisory services for owner-managed and small businesses

- Research and resolve complex tax issues

Client Relationship Management

- Manage ongoing relationships with a portfolio of small business clients

- Lead client meetings and act as a primary point of contact

- Communicate timelines, deliverables, and expectations clearly

- Provide practical guidance beyond compliance

Team Leadership & Review

- Coach and mentor junior and intermediate staff

- Review tax returns and workpapers for accuracy and completeness

- Assist with workload planning and deadline management

- Support a culture of learning, accountability, and strong client service

Project & Workflow Management

- Manage multiple tax engagements simultaneously, especially during peak season

- Coordinate priorities, deadlines, and resources

- Ensure timely completion of work to quality standards

Tools & Systems

- Use tax and accounting software such as QuickBooks, UltraTax, Canopy, or similar

- Maintain accurate documentation within firm systems

Required Qualifications

- Strong recent experience in public accounting

- Hands-on and review experience with 1120, 1065, and 1040

- Experience managing client relationships and leading teams

- Strong organizational and project management skills

- Excellent communication and interpersonal abilities

Experience & Education

- 8 to 10+ years of progressive public accounting experience preferred

- Experience working with small and mid-sized businesses

- CPA preferred, but equivalent public accounting experience will be considered

Work Setup

- Hybrid work model

- On-site presence expected during peak tax season

- Flexibility outside of busy periods