Senior Tax Manager
4 weeks ago
About Us
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of AccountingTM recognition for superior client service.
We provide expert accounting and advisory services across several industries, including tax compliance and planning for high net worth individuals and family groups.
Our team is dedicated to delivering exceptional client service and fostering a supportive and collaborative culture.
About the Position
We are seeking a highly skilled Tax Senior Manager to join our team.
The successful candidate will be responsible for managing all phases of tax compliance for assigned clients, including reviewing federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns.
They will also participate in firm administration and management, including staff and firm development.
Key Responsibilities
- Supervise staff and seniors and review their work product for completeness and accuracy.
- Provide timely, high-quality services that meet or exceed client expectations.
- Develop a rapport with client personnel and the firm engagement team.
- Excellent project management, analytical, interpersonal, oral, and written communication skills.
- Demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, trusts, and estates.
- Responsible for timely and effective explaining of tax objectives, budget information, and other relevant engagement information to staff and seniors.
- Researches tax issues and develops sound solutions, and comfortably discusses issues with the engagement principal and management.
- Monitors job progression, including budgeted versus actual hours, and provides timely updates to the principal.
- Uses technical expertise to develop others through training sessions, mentoring, supervision, and coaching.
- Provides seniors and staff with timely, honest, and constructive feedback.
- Seeks to identify proposal opportunities for services to existing or prospective clients, and communicates opportunities on a timely basis to firm management.
Requirements
- Minimum of 7 years of experience providing tax compliance and planning services to high net worth individuals and family groups.
- CPA or JD (MST or LLM in Taxation a plus).
- Ability to work a flexible schedule based on business needs.
- Hybrid work option.
- Supportive and collaborative culture.
Benefits
- A flexible paid time off program, 5 sick days, 11 paid holidays.
- 6-week paid parental leave.
- Health, Dental, Pet, Vision, Disability, and Life Insurances.
- 401(k) Plan with company match.
- Profit Sharing Plan.
- Business-casual office environment.
Baker Newman Noyes is an Equal Employment Opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
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