Lead and develop a team of tax professionals while reviewing tax plans, research, projections, and documentation for accuracy, technical support, and timely delivery. Manage an assigned client portfolio, lead planning engagements and quarterly meetings, coordinate strategy implementation, and escalate complex matters to the Senior Tax Strategist.
Prepare and review complex federal, state, and local business and individual tax returns, supporting schedules, and workpapers, while researching tax issues and managing client engagements through filing. Communicate with clients, support tax planning and notice responses, mentor team members, and meet quality, productivity, and filing deadlines.
The Senior Tax Manager will lead the tax practice by providing technical advisory services to high-net-worth clients and managing complex tax filings. They are responsible for overseeing internal and offshore teams, improving workflow efficiency, and ensuring compliance with federal and state tax laws.
