Tax Manager/Senior Tax Manager

Senior Tax Manager | Providence, RI (Hybrid)
Our client, based in the Providence area, is a growing, relationship-driven medium-sized CPA and advisory firm serving privately held businesses, entrepreneurs, high-net-worth individuals, and nonprofit organizations throughout New England. Their collaborative culture, commitment to technical excellence, and focus on professional development create an environment where talented professionals can build long-term careers while maintaining work-life balance.

Position Summary

Our client is seeking an experienced Tax Manager/Senior Tax Manager to join their growing tax practice. This role is ideal for a motivated CPA who enjoys managing client relationships, mentoring staff, and providing proactive tax planning and consulting services. The Tax Manager/Senior Tax Manager will oversee multiple engagements, review complex tax returns, and work closely with partners to deliver exceptional client service.

Key Responsibilities

• Manage a diverse portfolio of business and individual tax clients.
• Review federal and state tax returns, including:
  • Partnerships (Form 1065)
  • S Corporations (Form 1120S)
  • C Corporations (Form 1120)
  • Individuals (Form 1040)
  • Trusts and Estates (Form 1041)
• Provide year-round tax planning and consulting services.
• Research complex tax issues and prepare technical memoranda.
• Manage multiple engagements simultaneously while meeting deadlines and budget expectations.
• Develop and maintain strong client relationships as a trusted advisor.
• Supervise, coach, and mentor senior associates and staff accountants.
• Review workpapers and provide constructive feedback to improve technical quality.
• Coordinate with partners on engagement planning, staffing, and client communications.
• Identify opportunities to improve client processes and expand advisory services.
• Stay current on federal and state tax law changes and communicate their impact to clients and internal teams.

Qualifications

• Bachelor's degree in Accounting required; Master's in Taxation is a plus.
• CPA license preferred or actively pursuing completion.
• 4–10 years of recent public accounting tax experience.
• Experience reviewing complex business and individual tax returns.
• Strong knowledge of partnership, S corporation, corporate, and individual taxation.
• Experience managing multiple client engagements and deadlines.
• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.
• Proficiency with tax preparation and research software (CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar).
• Advanced Microsoft Excel skills.

Preferred Experience

• Experience serving closely held businesses and their owners.
• Multi-state tax experience.
• Exposure to tax planning, consulting, and business advisory services.
• Experience training and developing junior staff.
• Familiarity with manufacturing, professional services, real estate, construction, nonprofit, or healthcare industries.

What They Offer

• Competitive base salary
• Performance-based bonus opportunities
• Hybrid work schedule
• Flexible work arrangements
• Comprehensive medical insurance
• Generous paid time off and paid holidays
• CPA license and continuing education reimbursement
• Professional development and leadership training
• Clear path to Senior Manager and Partner
• Collaborative culture with direct access to firm leadership

Why Join Their Firm?

You'll have the opportunity to work directly with partners, advise sophisticated clients, and develop your leadership skills in a firm large enough to offer challenging work and career advancement, yet small enough that your contributions are recognized and valued. They invest in our people, encourage professional growth, and foster a team-oriented environment where success is shared.

Salary range: $ 100-175 K + Bonus

For immediate consideration, qualified and interested candidates can email wtyrrell@daleyaa.com with an updated resume in a Word document.