Senior Tax Manager

We’re looking for a Senior Tax Manager who will serve as  a primary advisor to closely held businesses and their owners, leading tax strategy, overseeing complex returns, guiding financial statement preparation, and serving as a trusted point of contact for clients and their teams.

If you enjoy solving sophisticated tax problems, mentoring others, and having a direct impact on client decision-making, this role is designed for you.

What You’ll Do

• Lead and review preparation of client financial statements, ensuring accuracy, clarity, and timely delivery
• Review and structure profit allocations for multi-owner entities, with attention to tax efficiency and fairness among owners
• Direct and refine the client tax onboarding process, ensuring a smooth, professional experience from day one
• Prepare, review, and sign complex tax returns for corporations, partnerships, individuals, and trusts, including coordination of foreign filings where applicable
• Serve as primary relationship manager for assigned clients, leading meetings, driving communication, and proactively identifying planning opportunities
• Plan and run semi-annual client meetings focused on financial performance, cash flow, entity structure, and tax planning
• Own meeting preparation and follow-up: agendas, materials, modeling, action items, and ongoing communication
• Guide clients’ long-term strategic and tax planning efforts in collaboration with partners and internal specialists
• Oversee and review buyer-side financial due diligence for dental practice acquisitions, including quality of earnings and sustainability of cash flow
• Manage the preparation and review of tax projections, estimated tax payment schedules, and future liability planning
• Oversee resolution of tax notices and manage responses to federal, state, and local government inquiries
• Lead and coordinate tax aspects of government audits, from document requests to issue resolution
• Monitor workflow for assigned accounts, ensuring deadlines are met and work is executed smoothly with the client’s internal service team
• Research complex accounting and tax questions; provide clear, actionable recommendations to clients and internal team members
• Stay current on tax law changes; develop and deliver internal training or educational materials as needed
• Maintain a high level of client satisfaction by being responsive, proactive, and communicative with engagement partners and team members
• Provide formal and informal leadership to tax staff, including coaching, reviewing work, and helping shape professional development
• Contribute to other firm initiatives and projects as needed

What You Bring

• Bachelor’s degree in Accounting required
• Master’s degree in Accounting, Tax, Finance, or an MBA preferred
• Active CPA license
• At least 7 years of progressive experience in public accounting, with strong consideration for prior national or large regional firm (including Big 4) experience
• Significant experience with business and owner-level taxation, including S corporations, C corporations, partnerships, individuals, and trusts
• Excellent communication skills, including the ability to listen, translate technical issues into practical language, and confidently present recommendations
• Comfort handling complex or sensitive client issues and explaining nuanced positions and risks
• Demonstrated commitment to continuous learning, keeping pace with evolving tax law, regulations, and best practices
• Deep technical knowledge of current federal and state tax rules and the ability to apply them in real-world scenarios
• Proven ability to research complex tax matters and develop well-supported planning options or solutions
• Strong relationship-building skills, with the ability to develop referral sources and cultivate business opportunities in the marketplace
• Experience or familiarity with medical and dental industry metrics and financial drivers is highly desirable

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