Job Title: Senior Tax Manager
Firm Type: Small CPA Firm
Reports To: Head Partner / Managing Partner/ Owner
Position Summary:
We are seeking an experienced and detail-oriented Senior Tax Manager to join our small but growing CPA firm. This role is ideal for someone with a strong foundation in tax compliance and planning, who enjoys working directly with small business clients and individual taxpayers. You will work closely with the Head Partner to manage client relationships, oversee staff, and ensure the highest quality of tax services.
Key Responsibilities:
Client Service & Relationship Management
- Serve as the primary point of contact for a portfolio of small business and individual clients.
- Review and sign off on complex individual (1040), partnership (1065), S corp (1120S), and some C corp (1120) tax returns.
- Provide proactive tax planning and advisory services to business owners and high-net-worth individuals.
Team Leadership & Review
- Supervise, mentor, and review work of junior and mid-level tax staff.
- Assist with onboarding, training, and development of tax team members.
- Manage workflow during tax season to meet deadlines and client expectations.
Tax Strategy & Technical Expertise
- Research and interpret complex tax issues and provide guidance to clients and team members.
- Stay current on federal and state tax laws and communicate relevant updates.
- Assist the Head Partner with quality control and technical review of firm-wide tax engagements.
Internal Operations
- Help streamline internal tax processes and contribute to system improvements.
- Participate in strategic planning, budgeting, and practice growth initiatives.
- Support the Head Partner in managing client billing and project profitability.
Qualifications:
- CPA license required
- Bachelor’s degree in Accounting or related field; MST a plus
- 7-10+ years of public accounting experience, including client-facing roles
- Strong experience with small business tax (S Corps, partnerships) and individual tax
- Excellent communication, organization, and leadership skills
- Proficiency with tax software (e.g., Lacerte, UltraTax, ProSeries) and QuickBooks
Why Join Us:
- Opportunity to work closely with firm leadership
- Diverse client base and high-impact work
- Work-life balance with flexible work environment
- Growth path to partner for the right candidate