What are the responsibilities and job description for the Senior Tax Manager position at Pereira & Azevedo?
At Pereira & Azevedo, we are building something different.
We are not a traditional CPA firm focused solely on compliance and historical reporting. We are trusted advisors to growth-minded businesses, helping our clients make smarter decisions, seize opportunities, and build stronger companies.
By combining deep technical expertise with innovative technology, strategic thinking, and a culture of continuous improvement, we deliver exceptional value to our clients while creating meaningful opportunities for our team members.
If you are looking for a place where you can simply prepare and review tax returns, this is probably not the right opportunity.
If you are looking to become a leader, influence the future of a growing firm, work directly with business owners, and help build a modern advisory-focused CPA firm, we would love to speak with you.
About the Role
We are seeking an experienced Tax Manager or Senior Tax Manager to serve as a key leader within our firm. This individual will oversee tax compliance and planning engagements while helping shape the future direction of our tax practice.
The ideal candidate is technically strong, client-focused, entrepreneurial, and excited about leveraging technology to improve processes, enhance client service, and create capacity for higher-value advisory work.
This position offers significant exposure to firm leadership, direct client relationships, team development, process improvement initiatives, and future advancement opportunities.
What You'll Do
- Review complex individual, partnership, S corporation, corporation, trust, and estate tax returns
- Develop and implement proactive tax planning strategies for clients
- Serve as a trusted advisor to business owners and high-net-worth individuals
- Lead client meetings and communicate tax strategies in a practical, understandable manner
- Mentor, develop, and coach staff accountants and seniors
- Identify opportunities to improve efficiency through technology, automation, and process improvement
- Collaborate with firm leadership on strategic initiatives and practice development
- Assist with workflow management, scheduling, and quality control
- Stay current on tax legislation and emerging developments affecting clients
Who You Are
You embody the Pereira & Azevedo DNA.
Responsibility to Yourself
- Growth minded
- Accountable
- Curious
- Adaptable
- Committed to continuous learning
Responsibility to Clients
- Trusted advisor
- Excellent communicator
- Strategic thinker
- Problem solver
- Client focused
Responsibility to the Firm
- Team-first mentality
- Mentor and coach
- Embraces change
- Technology forward
- Committed to continuous improvement
Responsibility to Innovation
- Challenges the status quo
- Seeks better ways to serve clients
- Leverages technology and automation
- Looks for opportunities to create efficiency and scale
Qualifications
- CPA license required
- 7 years of public accounting tax experience
- Strong background in business and individual taxation
- Experience reviewing complex tax returns and tax planning engagements
- Proven ability to manage client relationships
- Prior experience supervising and developing staff
- Strong communication and leadership skills
- Experience with tax technology platforms and workflow systems preferred
- Advisory mindset and entrepreneurial spirit strongly preferred
Why Join Pereira & Azevedo?
- Opportunity to help shape the future of a growing advisory-focused CPA firm
- Direct access to firm leadership and decision-making
- Meaningful client relationships
- Strong culture of mentorship and professional development
- Hybrid work environment
- Competitive compensation and benefits package
- $7,500 signing bonus
- Significant long-term growth and leadership opportunities
Passion Works Here.
We're looking for professionals who want more than a job. We're looking for leaders who want to build something meaningful.