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Lead Tax Strategy Manager

2 months ago

Grizzly Flats, United States Sensiba San Filippo Full time

Are you seeking a role at a firm that prioritizes a healthy work-life balance and offers a clear path to leadership?

Sensiba San Filippo is continuously on the lookout for exceptional talent to enhance our cohesive team. We are thrilled to present an opportunity for a skilled, motivated, and results-driven Senior Tax Strategy Manager to become a vital part of our Tax department. If you desire to be part of an organization that fosters an inclusive culture, leverages business for positive impact, and provides flexible work arrangements along with appealing benefits, consider taking the next step toward joining our team.

Recognized as a Top 100 Accounting Firm and a Top Workplace in the USA, we pride ourselves on outstanding employee engagement and our commitment to assisting clients in overcoming challenges, navigating complexities, and establishing a foundation for sustainable growth.

In 2018, we achieved certification as a B Corporation (B Corp), a distinction awarded to companies that harness the power of business to address social and environmental issues. This certification helps us evaluate how our core values align with our daily operations and identify areas for improvement.

Position Overview:

As a Senior Tax Strategy Manager, you will collaborate with a team of experienced, renowned CPAs and industry experts. In this role, you will take charge of all facets of tax engagements, mentor junior staff, and cultivate strong relationships with clients.

Key Responsibilities:

  • Prepare and review intricate gift, estate, and fiduciary income tax returns, including associated schedules and forms.
  • Deliver tax planning and advisory services to our high-net-worth clientele regarding estate, trust, and individual income taxes.
  • Conduct research and provide guidance on various estate, gift, and trust-related matters, including trustee and beneficiary concerns, Crummey obligations, and generation-skipping tax.
  • Identify and implement estate and income tax planning strategies for clients.
  • Oversee client billing and collections.
  • Manage, coach, and mentor staff, seniors, and supervisors.
  • Research and draft memoranda on complex tax issues.
  • Lead complex tax research initiatives for a diverse array of clients across various industries.
  • Simultaneously manage multiple engagements with various teams to meet client deadlines efficiently.
  • Act as a performance manager for team members.

Qualifications:

  • Bachelor's degree in accounting with a CPA license, EA, or JD.
  • A Master's degree in Taxation is advantageous.
  • A minimum of 5 years of experience in the tax department of a public accounting firm, with a background in leading multiple engagements and supervising staff.
  • Strong analytical and technical tax skills, particularly in Gift, Estate, and Trust.
  • Exceptional client service and communication abilities, with a proven track record of developing and maintaining excellent client relationships.
  • Capability to manage multiple engagements and competing projects in a fast-paced, results-oriented team environment.
  • Strong leadership, training, and mentoring skills.
  • Excellent analytical, organizational, project management skills, and meticulous attention to detail.

There are numerous reasons to become part of the Sensiba San Filippo team: generous benefits, competitive compensation, opportunities for professional growth, and most importantly - our people. If you are looking for an environment that fosters your development, success, and professionalism while respecting your personal life and passions, we encourage you to explore this opportunity.

Sensiba San Filippo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Sensiba San Filippo adheres to federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reach out to our human resources team.

Compensation Range: $130,000 - $210,000*

*Compensation may vary based on skills, role, and location.