Senior Tax Manager, CPA

Responsibilities:

• Review high-net-worth individual, partnership, gift and estate, trust, and noncorporate entity tax returns.
• Manage and develop income tax and financial planning client relationships and ensure tax compliance.
• Prepare year-end projections and research various tax issues.

Client & Team Management:

• Work closely with tax partners and staff on client management, practice development, and business development activities.
• Supervise multiple engagements, mentor associates on tax issues, and guide their professional development.
• Maintain active communication with clients to manage expectations, ensure satisfaction, and meet deadlines.

Qualifications & Skills:

• Required: 7+ years of public accounting experience, CPA certification, and Bachelor's degree in Accounting or related field.
• Specialized knowledge in areas like partnerships, HNW individuals, corporate, or estate and gift tax.
• Proficiency in Excel, Word, and CCH Axcess, with strong analytical, organizational, and communication skills.