Senior Tax Manager

Lilling & Company LLP is a boutique accounting firm that has tripled in size over the last 10 years and is looking for a new Senior Tax Manager. At Lilling, we provide tax compliance, advisory, and advocacy services to a diverse client base. This role centers on our individual, family, and business clients — including high-net-worth individuals and families, gift and estate matters, and closely held and growing businesses — within a firm that also serves corporations, partnerships, investment entities, broker-dealers, and not-for-profits.

As Senior Tax Manager, you will be involved both in new business opportunities and in servicing existing long-standing clients in a compliance and consulting role. You will also take part in thought leadership opportunities and technology initiatives, and in developing and mentoring staff. This is a partner-track position, and the successful candidate will be positioned to become a co-head of the tax department.

Responsibilities

• Be on a partner track toward becoming a co-head of the tax department
• Assist in managing the tax department
• Lead the preparation and high-level review of individual income tax returns (Form 1040) for high-net-worth individuals and families
• Oversee gift tax returns (Form 709) and coordinate on related estate and wealth-transfer planning
• Advise closely held businesses on tax compliance and planning, including pass-through entities (S corporations and partnerships) and sole proprietorships
• Perform high-level compliance review and tax return signoff
• Handle client consultations on planning opportunities and changes in tax law
• Work on proposals and assist in developing new business
• Meet prospective clients and develop relationships with new and existing clients
• Expand services to existing clients
• Supervise engagements and special projects undertaken by the firm
• Oversee all aspects of the client engagement
• Supervise, train, and evaluate staff
• Coach, mentor, and assist staff so they can develop and support the growth of the tax function
• Maintain knowledge of new tax issues and general business trends that affect clients
• Schedule tax engagements and monitor timelines for all tax deliverables

Qualifications

• Bachelor's degree in Accounting or an equivalent field; Master's in Accounting or Taxation preferred
• CPA
• 10 years of tax experience at a public accounting firm
• 5 years of supervisory experience mentoring and counseling associates
• Strong experience in individual income taxation, gift tax returns (Form 709), and closely held business taxation, including pass-through entities; estate tax experience a plus
• Several years of client-facing experience
• Ability to thrive in a dynamic environment
• Highly detail-oriented, organized, and proactive
• Excellent interpersonal skills and oral and written communication, with a client focus

Lilling is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

We embrace and celebrate diversity, inclusivity, and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the greater the work we can create together.