Senior Tax Manager

About the job

Location: Lake Saint Louis, MO – Hybrid Option Potential

About Us

Our client is a forward-thinking tax planning & advisory CPA firm that helps small business owners, real estate investors and high earners reduce taxes. We’re passionate about proactive tax planning, serving clients nationwide. Forward-thinking planning & advisory is at the core of every client relationship we maintain and everything we do. Each of our clients chooses their level of desired consultancy. From there, we add in any tax compliance and accounting service needs to arrive at each client’s annual engagement.

Position Summary

We’re seeking a Senior Tax Manager to lead tax strategy, compliance, and planning engagements for a growing portfolio of clients. The ideal candidate is a CPA or EA with extensive experience in tax planning for small business owners and real estate investors. You’ll manage complex returns & tax planning implementation projects, guide, train and oversee staff, and have a direct client-facing position to consult and build relationships - all within a collaborative, modern firm culture.

This position is NOT meant for:

• Someone looking for a standard 9am-5pm position. We are looking for a go-getter who wants to move fast and is eager to grow professionally.

• Someone looking for a standard tax preparation-based CPA firm position. Do NOT expect to work 60+ hour tax seasons preparing and reviewing tax returns, providing accounting services etc.

• Someone looking for a remote/work from home position. While we are open to moving to a hybrid work environment for this position in the future and we have remote and hybrid position currently within our firm, you should expect to be in the office most days, at least for the first 6-12 months, and potentially longer. The primary reason for this is we are looking for a #2 here - a right hand person to work hand in hand with the firm owner during our continued growth.

• Anyone who does not have the ambition, knowledge, skills and work ethic to get to a “partner-level” within a CPA firm

Key Responsibilities

• Review and oversee preparation of individual, partnership, S-corporation, and C-corporation returns.

• Lead tax planning and strategy sessions with clients, especially those in real estate and small business.

• Identify and implement proactive tax-saving strategies throughout the year.

• Manage and mentor staff and senior accountants, reviewing their work for accuracy and providing coaching.

• Conduct client meetings to discuss results, planning opportunities, and projections.

• Research complex tax issues and provide clear written and verbal recommendations.

• Oversee workflow, deadlines, and client communications to ensure exceptional service.

• Collaborate with firm leadership on process improvement, technology adoption, and client experience.

Qualifications

• Active CPA or EA license (required or in final stages).

• 5+ years of progressive tax experience in public accounting or tax advisory.

• Strong knowledge of real estate taxation, entity structures, depreciation, and 1031 exchanges.

• Experience working with small business owners and entrepreneurs.

• Proficiency with tax software (e.g., CCH Axcess, UltraTax, or similar) and QuickBooks Online.

• Excellent communication, leadership, and organizational skills.

• Self-starter with the ability to manage multiple priorities in a deadline-driven environment.

Preferred Skills

• Experience in tax planning, projections, and advisory-based services.

• Interest in helping grow and train a high-performing remote team.

What We Offer

• Competitive salary with performance-based bonuses.

• Flexible work schedule (future and one-off hybrid position).

• Exceptional opportunities for professional development and leadership growth.

• Collaborative, growth-oriented firm culture.

Other Notes

• As a young boutique firm, we do NOT currently have employer-provided health insurance or an employer 401k plan in place.