Senior Tax Manager

Key Responsibilities

• Lead and manage the review of complex business tax returns, including Forms 1120, 1120S, 1065, and select high-net-worth 1040s, ensuring accuracy, compliance, and timely delivery.
• Oversee tax provisions, consolidated returns, multi-state filings, and ASC 740 reporting requirements.
• Provide technical guidance on partnership basis adjustments and complex tax matters, including reorganizations, mergers, liquidating distributions, and corporate issues involving Sections 382/383 and E&P.
• Conduct tax due diligence for buy-side and sell-side M&A transactions, identifying risks and opportunities.
• Manage and strengthen long-term client relationships through proactive communication, issue resolution, and strategic tax planning support.
• Supervise and mentor project teams, providing constructive feedback and fostering a collaborative, knowledge-sharing environment.
• Ensure engagement profitability through effective project oversight, workflow management, and monitoring accounts receivable.
• Maintain compliance with regulatory changes and industry standards while promoting adoption of new technology and process improvements.

Day-to-Day Responsibilities

• Review business, consolidated, and multi-state tax returns prepared by staff, ensuring accuracy and compliance with federal and state regulations.
• Research and resolve complex tax issues, documenting findings and advising both internal teams and clients.
• Oversee daily team workflow, providing direction, reviewing work products, and ensuring milestones and deadlines are met.
• Support clients with ongoing tax planning, projections, and responses to tax authority inquiries.
• Lead discussions with clients to clarify deliverables, address concerns, and identify additional areas where tax guidance may be needed.
• Review ASC 740 calculations and supporting workpapers.
• Perform due diligence procedures for active M&A engagements and prepare written findings for client review.
• Coordinate with internal accounting, audit, and advisory teams to ensure alignment on client objectives and deliverables.
• Utilize tax software platforms (preferably CCH Axcess & Engagement) and MS Office applications to manage workflow in a fully paperless environment.
• Monitor engagement budgets, track progress against timelines, and support timely collection of accounts receivable.

Preferred Experience & Attributes

• Active CPA license required.
• Minimum of 7 years of recent public accounting experience, including at least 1 year in a Senior Manager capacity.
• Proven experience reviewing—not just preparing—complex business returns, consolidated filings, multi-state returns, ASC 740 requirements, and partnership basis adjustments.
• Experience conducting both buy-side and sell-side tax due diligence; thorough understanding of taxable and nontaxable transactions, reorganizations, mergers, Sections 382/383, E&P, and liquidating distributions.
• Familiarity with foreign reporting forms (5471, 5472, 8865, FBAR, 1042) is preferred.
• Strong communication skills with the ability to give and receive clear, constructive feedback.
• Highly organized, detail-oriented, and capable of solving complex problems with sound judgment.
• Team-oriented, collaborative, and committed to knowledge-sharing and continuous learning.
• Embraces technology, adapts quickly to change, and is proficient with MS Office and tax preparation platforms (CCH strongly preferred).