Senior Tax Manager - CPA Firm Job at Whitman Advisory Job Community, Jericho, NY

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  • Whitman Advisory Job Community
  • Jericho, NY

Job Description

Job Description

Tax Senior Manager

Location: New York, NY or Jericho, NY (Hybrid)

Department: Tax

Reports To: Tax Director / Managing Partner

About the Firm

A mid-sized public accounting and consulting firm offering tax, assurance, and advisory services to individuals, privately held businesses, and nonprofits. The firm promotes a collaborative and growth-driven culture where professionals can advance while delivering exceptional client service.

Position Overview

The Tax Senior Manager plays a key leadership role overseeing complex tax engagements, managing client relationships, and guiding high-performing teams. The ideal candidate brings deep technical expertise, strong leadership ability, and a strategic approach to tax planning and practice growth.

Key Responsibilities

Client Advisory & Engagement Management

  • Lead multiple engagements for corporations, partnerships, and high-net-worth individuals.
  • Provide strategic tax planning, consulting, and compliance services.
  • Review complex federal, state, and local returns to ensure accuracy and timely filing.
  • Identify tax-saving opportunities and deliver proactive advisory support.
  • Build and maintain trusted client relationships.

Leadership & Team Development

  • Supervise and mentor managers, supervisors, and staff.
  • Oversee engagement planning, budgets, and scheduling.
  • Provide feedback, coaching, and performance evaluations.
  • Champion a collaborative, positive team culture.

Technical Expertise & Quality Control

  • Stay updated on tax law changes and industry developments.
  • Conduct technical reviews of returns and workpapers.
  • Ensure compliance with quality control standards and professional guidelines.
  • Support process improvements and technology enhancements.

Firm Leadership & Business Development

  • Participate in firm initiatives including recruiting, training, and strategic planning.
  • Contribute to business development and client expansion opportunities.
  • Represent the firm at professional and community events.
  • Collaborate with leadership on department goals and firm strategy.

Qualifications

  • Bachelor’s in Accounting required; Master’s in Taxation preferred.
  • Active CPA license required.
  • 10+ years of progressive public accounting experience, including 3+ years in a leadership role.
  • Strong expertise in corporate, partnership, and individual taxation, including multistate and consolidated returns.
  • Solid understanding of federal and New York State tax codes.
  • Proficiency with tax software (e.g., CCH Axcess, ProSystem fx) and strong Excel skills.
  • Exceptional leadership, communication, and project management capabilities.
  • Proven ability to deepen client relationships and support practice growth.

Job Tags

Local area,

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