Senior Tax Manager - CPA Firm

Tax Senior Manager

Location: New York, NY or Jericho, NY (Hybrid)

Department: Tax

Reports To: Tax Director / Managing Partner

About the Firm

A mid-sized public accounting and consulting firm offering tax, assurance, and advisory services to individuals, privately held businesses, and nonprofits. The firm promotes a collaborative and growth-driven culture where professionals can advance while delivering exceptional client service.

Position Overview

The Tax Senior Manager plays a key leadership role overseeing complex tax engagements, managing client relationships, and guiding high-performing teams. The ideal candidate brings deep technical expertise, strong leadership ability, and a strategic approach to tax planning and practice growth.

Key Responsibilities

Client Advisory & Engagement Management

• Lead multiple engagements for corporations, partnerships, and high-net-worth individuals.
• Provide strategic tax planning, consulting, and compliance services.
• Review complex federal, state, and local returns to ensure accuracy and timely filing.
• Identify tax-saving opportunities and deliver proactive advisory support.
• Build and maintain trusted client relationships.

Leadership & Team Development

• Supervise and mentor managers, supervisors, and staff.
• Oversee engagement planning, budgets, and scheduling.
• Provide feedback, coaching, and performance evaluations.
• Champion a collaborative, positive team culture.

Technical Expertise & Quality Control

• Stay updated on tax law changes and industry developments.
• Conduct technical reviews of returns and workpapers.
• Ensure compliance with quality control standards and professional guidelines.
• Support process improvements and technology enhancements.

Firm Leadership & Business Development

• Participate in firm initiatives including recruiting, training, and strategic planning.
• Contribute to business development and client expansion opportunities.
• Represent the firm at professional and community events.
• Collaborate with leadership on department goals and firm strategy.

Qualifications

• Bachelor’s in Accounting required; Master’s in Taxation preferred.
• Active CPA license required.
• 10 years of progressive public accounting experience, including 3 years in a leadership role.
• Strong expertise in corporate, partnership, and individual taxation, including multistate and consolidated returns.
• Solid understanding of federal and New York State tax codes.
• Proficiency with tax software (e.g., CCH Axcess, ProSystem fx) and strong Excel skills.
• Exceptional leadership, communication, and project management capabilities.
• Proven ability to deepen client relationships and support practice growth.