Senior Tax Manager

2 weeks ago


Frisco, Texas, United States Affinity Executive Search Full time
Position Overview

The Senior Manager plays a pivotal role in overseeing a variety of essential state sales tax initiatives, which include nexus evaluations, taxability assessments, research, and state and local tax audits, as well as reverse audit reviews aimed at identifying refund opportunities. This position also involves the preparation of comprehensive tax technical memoranda and formal responses to inquiries from state tax authorities. The Senior Manager is empowered to make determinations on nearly all tax-related matters.

Key Responsibilities
  • Conducts detailed technical reviews and approves sales tax returns and complex governmental tax examinations.
  • Exhibits extensive knowledge and expertise in advanced technical skills necessary for providing sound advice to clients.
  • Ensures all client service tasks are completed within the designated budget and timeframe.
  • Delegates and supervises tax research projects to deliver accurate and efficient outcomes.
  • Actively engages in client meetings and tax planning sessions to support the Partner/Director team with ongoing client inquiries and requirements.
  • Serves as a knowledgeable resource for tax and audit teams on specific tax-related issues.
  • Takes on client service responsibilities for direct clients or those assigned by the Partner.
  • Communicates significant tax developments to relevant firm personnel that may impact clients.
  • Oversees and manages governmental tax examinations, potentially representing clients before tax authorities.
  • Ensures timely and accurate billing and collection processes are maintained.
  • Stays informed about economic and political trends that could influence tax legislation and the business environment.
  • Researches and assesses sales tax preparation and tax research software for recommendations to partners.
  • Contributes to the firm’s practice development through engagement with referral sources and participation in community and industry activities.
  • Supervisory Duties:
  • Responsible for mentoring, coaching, and training Supervising Seniors, Seniors, and Staff accountants.
  • Must be well-acquainted with the qualifications of all Tax staff members to effectively address their training needs.
  • Participates in the evaluation and review processes of the Tax Department.
Qualifications
  • A minimum of five to seven years of experience in public accounting, showcasing a proven trajectory in tax complexity and research.
  • At least two years of experience representing clients in front of tax authorities.
  • A minimum of one year of experience supervising and directing tax preparers.
  • Bachelor's degree in accounting is required; a master's degree in taxation is preferred.
  • At least forty hours of continuing education annually to maintain and enhance technical and business acumen.
  • Demonstrated understanding of current tax laws and significant sales tax issues.
  • Proficient in the use of tax preparation, research, and planning software.
  • Ability to organize tasks and projects, prioritize effectively, and meet deadlines while ensuring accuracy and efficiency.

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