What are the responsibilities and job description for the Senior Tax Manager position at True North Tax Advisory?
Company Description True North Tax Advisory is a specialized tax advisory firm focused on providing strategic tax planning and compliance services to individuals and businesses. Located in Bradenton, FL, the firm emphasizes personalized, high-quality service and practical solutions tailored to each client’s unique situation. Team members work closely with clients to optimize tax outcomes while maintaining full adherence to current regulations. The firm values professionalism, integrity, and collaboration, offering a supportive environment for experienced tax professionals. True North Tax Advisory is committed to ongoing learning and staying ahead of changes in tax law and policy.
Role Description The Senior Tax Manager is a full-time, hybrid role based in Bradenton, FL, with flexibility for part-time work from home. This role oversees complex tax engagements, including tax planning, tax compliance, and tax preparation for individual, corporate, partnership, and trust clients. The Senior Tax Manager reviews and signs off on returns, researches and interprets tax law, and provides strategic guidance to clients on minimizing tax liability and managing risk. Day-to-day responsibilities include supervising and mentoring staff, managing workflow and deadlines, maintaining quality control, and communicating clearly with clients and internal stakeholders. The role also involves identifying opportunities for process improvement, supporting business development efforts, and ensuring adherence to firm policies and professional standards.
Qualifications
- Strong expertise in tax planning and tax strategy development for diverse client profiles.
- Demonstrated proficiency in tax compliance and tax preparation across individual and business returns.
- In-depth knowledge of tax law and regulations, including federal, state, and local tax requirements.
- Broad understanding of general tax concepts and principles, including risk management and audit readiness.
- Bachelor’s degree in Accounting, Finance, or related field; CPA or EA designation strongly preferred.
- Several years of progressive tax experience, including prior management or supervisory responsibilities.
- Proficiency with tax preparation software and related accounting systems; strong Excel skills.
- Excellent analytical, organizational, and problem-solving abilities with attention to detail.
- Clear written and verbal communication skills and the ability to explain complex tax issues to clients.
- Ability to manage multiple deadlines, work effectively in a hybrid environment, and collaborate with a team.