Senior Tax Manager

5 hours ago

Dallas, Texas, United States Raya Workforce Full time $80,000 - $150,000 per year

You may reach out to Ben Smith at to discuss regarding further steps.

Job Type:
Full-Time | In-Office

About the Role

We are seeking a highly skilled
Tax Senior Manager
to join a growing wealth management and advisory firm. This role is ideal for an experienced tax professional who thrives on building strong client relationships, providing high-level tax and planning advice, and leading a team in delivering excellence across compliance and advisory services.

The ideal candidate is both technically proficient and client-focused—someone who can balance tax expertise with proactive, consultative guidance.

Key Responsibilities

  • Serve as the
    technical tax expert
    on client advisory teams, delivering strategies aligned with client goals.
  • Lead and manage tax compliance engagements, including
    final review and signing of federal and state returns
    for individuals, partnerships, corporations, trusts, and estates.
  • Oversee tax planning, projections, and audits to ensure clients receive comprehensive, proactive guidance.
  • Attend and contribute to client meetings, presenting tax plans and recommendations in a clear, professional manner.
  • Collaborate with financial advisory teams to integrate tax planning into broader wealth and business strategies.
  • Supervise, coach, and mentor tax professionals; provide consistent feedback and professional development support.
  • Contribute to new client onboarding and relationship development.

Qualifications

  • Bachelor's degree in Accounting
    required; CPA, JD, or EA required. Master's in Taxation preferred.
  • 5+ years of experience
    in tax compliance and planning, including individual, partnership, fiduciary, estate, and gift tax returns.
  • Strong knowledge of the
    Internal Revenue Code, regulations, and tax pronouncements
    .
  • Proficiency in tax research and planning tools (BNA, RIA Checkpoint) and tax preparation software (CCH Axcess or similar).
  • Experience with QuickBooks, ADP, and Salesforce is a plus.
  • Strong leadership skills with experience managing tax teams.
  • Excellent communication skills, with the ability to explain complex tax matters to clients clearly.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.

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