Senior Manager, Tax Services

Overview

The Senior Tax Manager is responsible for leading complex tax compliance, planning, and advisory engagements while delivering exceptional client service and driving team performance. This role provides advanced technical expertise, manages high-level client relationships, oversees multiple engagements, and contributes to firm profitability through effective leadership, planning, and execution. The Senior Tax Manager serves as a key leader within the tax department, supporting operational excellence, staff development, and business growth.

Responsibilities

• Lead complex tax compliance, planning, and advisory engagements while delivering high-quality client service and driving team performance
• Serve as a technical resource on complex federal, state, and specialty tax matters, including review of individual, corporate, partnership, trust, gift, and estate returns
• Prepare and review advanced tax planning strategies, projections, and research, translating findings into clear, actionable recommendations
• Apply tax laws, regulatory requirements, and professional standards to develop practical, compliant solutions while identifying risks and opportunities
• Collaborate with firm leadership to resolve complex issues and improve processes, workflows, and efficiencies
• Manage and grow strong client relationships, serving as a trusted advisor and primary point of contact
• Oversee engagements from planning through delivery, ensuring quality, timeliness, and profitability
• Communicate complex tax matters clearly to clients, internal teams, and taxing authorities
• Respond to audits, inquiries, and notices, representing clients as appropriate
• Identify opportunities to enhance service delivery and provide proactive, value-added insights
• Lead multiple engagements simultaneously, managing scope, budgets, timelines, and deliverables
• Monitor realization, utilization, and workflow to support operational effectiveness
• Identify engagement risks and escalate issues as needed
• Support consistency and efficiency in tax department processes, policies, and procedures
• Contribute to training initiatives and promote continuous learning across the team
• Identify and pursue opportunities to expand services within existing client relationships
• Support proposals, client pursuits, and growth strategies in collaboration with firm leadership
• Build market and industry knowledge to identify advisory opportunities
• Participate in networking, marketing, and relationship-building efforts
• Contribute to new service offerings and enhancement of existing services
• Mentor, coach, and develop team members through feedback, guidance, and support
• Review work to ensure accuracy and quality while supporting professional development
• Foster a collaborative, respectful, and high-performing team environment
• Support recruiting, onboarding, and retention efforts
• Promote an inclusive and respectful work environment where team members feel supported and valued
• Adapt communication styles to meet diverse needs and support equitable distribution of work and opportunities
• Model inclusive behaviors and contribute to a culture of accountability and belonging

Qualifications

• Bachelor’s degree in Accounting or a related field
• 8+ years of public accounting experience
• 6+ years of tax review experience
• 3–5 years of relevant supervisory or management experience
• Active CPA license required
• Strong experience in tax compliance, planning, and research across multiple entity types
• Experience with tax research tools (RIA or similar) required
• Experience with CS Suite, UltraTax, and complex entity structures preferred
• Gift, estate, trust, and partnership tax experience is a plus
• Strong communication, leadership, analytical, and client-service skills
• Collaborative, proactive mindset with a commitment to continuous improvement and staff development