Tax Advisory Services Senior Manager

Senior Manager, Tax Advisory Services leads complex tax engagements for high-net-worth individuals and closely held businesses, driving strategic planning, compliance oversight, and client relationship management within a growing organization.

Key Responsibilities:

• Lead complex tax engagements for high-net-worth individuals and closely held businesses.

• Provide strategic tax planning, compliance oversight, and advisory services.

• Manage client relationships, ensuring high-quality and timely delivery.

• Supervise, mentor, and develop a team of tax professionals.

• Review and oversee preparation of complex tax returns and related filings.

• Collaborate with leadership on operational planning, resource management, and process improvements.

• Support budgeting, forecasting, and engagement performance management.

• Contribute to strategic growth initiatives and special projects.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.

• CPA or EA designation required.

• 8+ years of progressive tax experience, including work with high-net-worth individuals and multi-entity structures.

• Strong technical knowledge of federal and state tax regulations.

• Proven leadership experience managing teams and client relationships.

• Strong analytical, problem-solving, and communication skills.

• Ability to thrive in a fast-paced, client-focused environment.