Senior Tax Manager w/ CPA

About the Opportunity

We are looking for an experienced Senior Tax Manager to support a diverse client base with complex tax planning, preparation, and advisory needs.

This role focuses heavily on high-net-worth individuals, closely held businesses, family-owned companies, real estate holdings, charitable entities, and related corporate structures. It is an excellent opportunity for a senior tax professional who enjoys complex client work, strategic planning, technical research, and mentoring junior team members.

The firm offers a collaborative environment with both accounting and legal professionals, creating a strong platform for solving sophisticated tax matters and supporting long-term client relationships.

What You'll Do

• Manage and oversee the preparation and filing of individual and corporate tax returns
• Develop and implement tax planning strategies to help minimize client tax liabilities
• Conduct tax research and stay current on tax laws, regulations, and planning opportunities
• Review and analyze financial data for accuracy, completeness, and tax reporting purposes
• Advise clients on tax-related matters, planning strategies, and compliance requirements
• Supervise, train, and mentor junior tax associates
• Communicate with clients, tax authorities, internal team members, and other stakeholders
• Manage client relationships with professionalism, responsiveness, and strong technical guidance
• Work with a diverse client base that may include high-net-worth individuals, family businesses, real estate holdings, charitable entities, and closely held companies

What We're Looking For

• Bachelor's or Master's degree in Accounting, Finance, or a related field
• Active CPA required
• Minimum of 7 years of experience in individual and corporate tax
• Strong technical knowledge of tax preparation, planning, compliance, and research
• Experience working with high-net-worth individuals and closely held businesses preferred
• Ability to manage complex tax engagements and client relationships
• Strong written and verbal communication skills
• Ability to work independently and collaboratively with a team
• Strong organizational skills and attention to detail
• Proficiency with tax preparation software and related accounting tools
• Professional, client-focused, and solutions-oriented approach

Why This Role Stands Out

This opportunity offers exposure to sophisticated tax matters, a diverse high-net-worth and business client base, and a collaborative team environment. The Senior Tax Manager will have the ability to lead complex engagements, mentor staff, and contribute meaningfully to client planning and advisory work.

Compensation & Benefits

• Competitive compensation based on experience
• Professional development and mentorship opportunities
• Exposure to complex high-net-worth and corporate tax matters
• Collaborative team environment
• Modern tax and accounting technology
• Long-standing and diverse client base
• Opportunity to grow within an established firm

Qualified candidates are encouraged to apply.