Tax Senior Manager - Private Client Services
Core
Managing annual tax compliance, planning, and filing for business and individual clients, including reviewing and signing tax returns for various entity types.
Role type
Senior IC tax manager (private client services)
Builds
Accurate tax returns and compliance filings for S-corporations, C-corporations, Partnerships, and individuals
Domain
Tax compliance and planning for commercial clients across Real Estate, Manufacturing, Retail, and Service industries
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax compliance expertise, tax planning, entity taxation (S-corp, C-corp, Partnership, Individual), staff supervision, project ownership
Preferred skills
Public accounting experience, leadership within an organization
Technologies
Tax software, client memoranda drafting tools
Responsibilities
Manage annual tax compliance including planning, scheduling, projections, extensions, and responses to tax notices; Review and sign tax returns for accuracy and tax-saving opportunities; Supervise and train staff and interns; Ensure all client delivery and statutory filing deadlines are met
Seniority
Senior, hands-on IC