Senior Tax Manager
Position Overview
Technical Responsibilities
Tax Compliance & Planning
Practice Management
Leadership & Client Relations
Team Development
Client Management
Business Development
Professional Development
Training & Growth
Firm Initiatives
Required Qualifications
Professional Requirements
Location & Travel
Growth Opportunity
We are seeking an experienced tax professional to join our clients team as a Senior Tax Manager. This role combines technical expertise, client relationship management, and team leadership to deliver exceptional tax services to our diverse client base.
Technical Responsibilities
Tax Compliance & Planning
- Lead complex tax engagements for partnerships, corporations, and individuals
- Review and oversee preparation of:
- Federal, state, and foreign tax returns
- Estimated tax payments
- Filing extensions
- Multi-state tax compliance
- Assist clients with federal and state tax audits
- Develop tax planning strategies and solutions
- Identify opportunities for tax credits and incentives
- Monitor and implement tax law changes to benefit clients
Practice Management
- Serve as primary engagement manager
- Direct project workflow and timeline management
- Oversee engagement economics including:
- Billing oversight
- Revenue realization
- Collections management
- Maximize efficiency through CCH Axcess and other tax technologies
- Ensure team compliance with technical standards and best practices
Leadership & Client Relations
Team Development
- Supervise and mentor 1-2 associates per engagement
- Provide technical guidance and performance feedback
- Foster professional growth within engagement teams
- Support staff development in client management skills
Client Management
- Collaborate directly with:
- Internal: Managers, Senior Managers, and Partners
- External: Controllers, CFOs, and C-Suite executives
- Guide clients through complex tax decisions
- Analyze broader business impacts of tax strategies
- Lead client meetings and presentations
Business Development
- Participate in networking events and industry functions
- Contribute to proposal development
- Support sales initiatives and client acquisition
- Attend and represent firm at industry events
Professional Development
Training & Growth
- Participate in annual CORE competency development program
- Engage in continuous professional education
- Contribute to firm's knowledge base and best practices
Firm Initiatives
- Support recruiting efforts (campus and experienced hire)
- Facilitate internal training sessions
- Participate in mentoring program
- Develop thought leadership content
- Engage in various firm committees and initiatives
Required Qualifications
Professional Requirements
- Active CPA license or Bar License
- Bachelor's Degree in Accounting
- 8+ years of public accounting experience
- Comprehensive knowledge of federal and state tax laws
- Strong proficiency in tax software and technology
Location & Travel
- Based in or willing to relocate to Schaumburg, Illinois area
- Regional client travel required with occasional overnight stays
- Travel for firm-wide training and events as needed
Growth Opportunity
- Clear career progression path
- Opportunity to develop specialized expertise
- Leadership role in firm growth and development
The ideal candidate will demonstrate strong technical abilities, excellent client service skills, and the capacity to develop and lead teams while contributing to the firm's growth and success.