Senior Tax Manager

Senior Tax Manager with Opportunity for Partnership
Boutique CPA Firm Led by Former Big Four and National Firm Leaders

Overview
This opportunity is ideal for a technically strong, client focused tax professional who wants meaningful impact, close access to leadership, and a clear pathway to partnership based entirely on performance and readiness.

About the Firm
This established boutique CPA firm serves high net worth individuals, family offices, closely held businesses, and private companies that range from early stage ventures to billion dollar enterprises.
The partners built the firm to provide the technical depth and sophistication of a large national practice while maintaining a collaborative culture where team members are mentored, empowered, and recognized.

The Role
The Senior Manager will oversee multiple engagements across tax, accounting, and advisory work. This individual will act as a strategic partner to clients and internal leadership, ensuring exceptional client outcomes and supporting the continued growth of the firm.

Key Responsibilities
• Lead and review tax engagements including individual, corporate, and partnership returns
• Supervise and coach a team of accountants and associates
• Serve as a primary advisor to clients regarding tax planning, financial reporting, and strategic initiatives
• Review compiled and prepared financial statements
• Identify opportunities to expand client services and provide additional value
• Assist partners with firm development initiatives, training, and process improvements

Requirements
• Minimum of 10 years of public accounting experience. Recent experience at a large CPA firm is strongly preferred
• CPA required. An MST or MBA is a plus
• Demonstrated leadership experience with the ability to manage and develop staff
• Strong technical expertise with complex tax structures, closely held business operations, and high net worth individuals
• Excellent project management and client communication skills
• Proficiency with tax and accounting systems such as CCH Axcess, ProSystem fx, QuickBooks, and Excel

Why This Firm
• A real opportunity to transition into partnership with no upfront capital contribution. The timeline depends entirely on your readiness, performance, and leadership
• Direct access to former Big Four and national firm partners who invest in mentorship and long term development
• High complexity clients without the long hours or bureaucracy typical of large firms
• A relationship driven service model that allows for meaningful client interaction
• A collaborative environment where junior staff are compensated for overtime, which helps build stronger teams and reduces burnout
• Flexibility, autonomy, and clear visibility into the future of the firm