Senior Tax Manager
4 weeks ago
We are seeking a highly skilled Senior Tax Manager to join our team at Southwest Accounting Resources, Inc. As a Senior Tax Manager, you will be responsible for providing guidance and leadership to our tax team, working directly with clients to review and implement tax strategies, and participating in obtaining new clients through strategic relationships and community networks.
Responsibilities:- Provide guidance, instruction, direction, and leadership to the tax team to achieve results, build expertise, and inspire the next generation of tax leaders.
- Participate in obtaining new clients in partnership with strategic relationships and community networks.
- Responsible for client relationships and retention, inspiring client confidence through demonstrated expertise, and ensuring we meet deadlines and address client questions and needs on an ongoing basis.
- Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.
- Manage consulting and tax projects, such as charitable giving calculations, private foundation minimum payouts, and miscellaneous tax and financial planning projects.
- Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, and related work papers and financial statements.
- Commitment to continuing education, team development, training, and mentoring new tax associates.
- Bachelor's degree required.
- 8+ years' tax experience working in private or public accounting firm or financial planning firm.
- CPA or EA required.
- Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities.
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations.
- Mastery of various tax compliance software products (CCH or GOSystem preferred).
- Highly effective interpersonal, relationship management, and communication skills.
- Excellent organizational and time management skills in a high-energy culture to manage multiple priorities in a time-sensitive environment.
- Demonstrated talent development experience, training new staff, and mentoring interns.
- Strong attention to detail.
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