CPA Licensed Senior Tax Manager

Job Summary

To support a growing Individual Tax & Owner Advisory practice, the full-time salaried CPA Licensed Senior Tax Manager will serve as a trusted advisor to business owners and high-net-worth individuals, providing sophisticated tax planning, compliance, and consulting services while working remotely.

Key responsibilities

• Serve as a technical leader for individual and owner-level taxation matters, advising on tax planning strategies and reviewing complex tax projections
• Build trusted relationships with clients, collaborating with external professionals and identifying opportunities for additional value through the firm's services
• Mentor and develop junior staff while ensuring high standards of technical quality and regulatory compliance in tax return reviews

Required qualifications

• Bachelor's degree in Accounting or a related field
• Active CPA or EA license
• 7+ years of public accounting tax experience with strong technical knowledge of individual, fiduciary, and partnership taxation
• Experience reviewing complex Forms 1040, 1041, and 709, and advising closely held business owners and executives
• Ability to mentor and develop professionals across multiple levels