Tax Senior Manager

4 weeks ago

San Francisco, California, United States Aardvark Tax Advisors Full time
Job Title: Tax Senior Manager

Aardvark Tax Advisors, LLC is a fast-growing accounting practice with a strong presence in the Bay Area of California and New Hampshire. We are committed to delivering exceptional tax preparation, accounting, and advisory services to a diverse range of clients by embracing cutting-edge technology.

Job Summary

We are seeking an experienced Tax Senior Manager to join our dynamic team and help deliver high-quality tax services to clients. The ideal candidate will have a proven track record of working across large teams, strong technical expertise in tax law and compliance, and excellent communication and client relationship management skills.

Key Responsibilities
  • Leadership & Team Management:
    • Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development.
    • Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs.
  • Client Relationship Management:
    • Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.
    • Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
    • Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client's needs.
  • Tax Compliance & Planning:
    • Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.
    • Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients.
    • Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.
  • Technical Expertise & Advisory:
    • Provide technical expertise on complex tax issues, including mergers and acquisitions, international tax, state and local tax, tax credits and incentives, and other specialized areas.
    • Research complex tax matters and deliver insightful and well-supported recommendations to clients and internal teams.
    • Lead discussions on technical tax topics within the practice, ensuring knowledge sharing and consistent application of tax laws.
  • Risk Management & Quality Control:
    • Ensure that all tax engagements comply with the practice's quality control policies and regulatory standards.
    • Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice's ethical standards.
    • Review and sign off on tax returns, ensuring accuracy, compliance, and completeness.
  • Practice Development:
    • Collaborate with practice leadership to develop and execute strategies for growing the tax practice, including client acquisition, cross-selling services, and expanding service offerings.
    • Participate in business development initiatives, including networking, attending industry events, and representing the practice in the marketplace.
    • Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas.
  • Requirements:
    • Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required.
    • 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services.
    • Proven experience managing and leading professionals.
    • Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning.
    • Excellent communication and client relationship management skills, with a proven ability to manage multiple clients and projects simultaneously.
    • Demonstrated leadership abilities, including mentoring and developing staff.
    • Proficiency in tax software (e.g., UltraTax, ProSystem, Lacerte) and Microsoft Office Suite (Excel, Word).
    Preferred Skills
    • Master's degree in Taxation or related field.
    • Experience in specialized areas such as international tax, M&A, state and local tax, or tax credits and incentives.
    • Strong business development and networking skills, with a track record of growing client relationships and practice areas.
    • Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.
    Working Conditions
    • Office-based position with the potential for occasional remote work depending on practice policies.
    • Flexibility to work extended hours during peak tax season and when necessary to meet client deadlines.
    • Occasional travel may be required for client meetings or practice events.
    Benefits
    • Opportunity to work with a diverse portfolio of clients in a fast-growing firm.
    • Competitive compensation and benefits package that includes health, dental, and vision plans and a 401k match.
    • A collaborative and supportive work environment focused on client success.

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