Tax Senior Manager (Private Client Services)

The role

This person will provide advanced specialized tax expertise in private client services and high-net worth tax. They will review research findings, tax returns, and work papers while managing client relationships and leading engagements.

What you will do

• Review research findings, tax returns and work papers
• Formulate conclusions consistent with firm policies and professional standards
• Ensure all tax advice is technically correct and properly documented
• Listen to clients and anticipate their needs
• Lead engagement and manage the business relationship
• Develop relationships to generate new business
• Hold a position of leadership in a community, business or professional organization
• Coach and develop others through training
• Communicate client needs to appropriate team members
• Manage progression of quality deliverables on time, in scope and within budget

Required qualifications

• B.A./B.S. degree in Accounting
• CPA a must
• Experience with 1040s and other non-business taxation documents a must
• Strong technical skills in taxation
• 5 plus years of work experience
• Must be motivated, have the ability to multi-task and be organized
• Maintain a positive attitude
• Be cooperative and flexible about the type of work assigned
• Excellent verbal and written communication skills
• Knowledge of MS office, and other accounting and tax software programs

Nice to have

• MST/MBA/JD/LLM

Benefits

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree

Before you apply

• Applicants must be authorized to work in the United States without the need for employment-based visa sponsorship now or in the future
• SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions

About the company

Sax Advisory Group, LLC is a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.