Overview

# Senior Tax & Accounting Manager (CPA) Location: On-site Employment Type: Full-Time Experience: 8+ Years About the RoleWe are seeking an experienced Senior Tax & Accounting Manager (CPA) to lead our Tax and Accounting Services practice. This leadership role is ideal for a highly motivated public accounting professional with extensive experience managing tax engagements, financial reporting, client relationships, and professional staff.The ideal candidate is a strategic leader with exceptional technical expertise in tax and accounting, a passion for client service, and a proven ability to mentor teams while driving operational excellence and business growth. Key Responsibilities Leadership & Team Management Lead and oversee the firm's Tax & Accounting Services practice. Supervise, mentor, coach, and develop managers, senior accountants, and associates. Conduct performance evaluations and provide ongoing professional development. Foster a collaborative, high-performance, and client-focused culture. Review work completed by staff to ensure accuracy, quality, and compliance. Tax & Accounting Services Review complex individual, business, partnership, trust, and corporate tax returns. Review financial statements, compilations, reviews, and accounting engagements. Ensure compliance with GAAP and federal, state, and local tax regulations. Research and resolve complex tax, accounting, and financial reporting issues. Provide technical guidance to team members on accounting and tax matters. Stay current on tax legislation, accounting standards, and industry best practices. Client Advisory Serve as the primary advisor for a portfolio of business and individual clients. Build and maintain long-term client relationships through exceptional service. Provide proactive tax planning, financial consulting, and accounting solutions. Identify opportunities to expand services and support client business growth. Present financial insights and recommendations to business owners and leadership teams. Technology & Process Improvement Utilize QuickBooks Online and QuickBooks Desktop to support client accounting needs. Work extensively with Thomson Reuters software, including UltraTax CS, Accounting CS, Practice CS, and Fixed Assets CS. Improve internal workflows, accounting processes, and quality control procedures. Support technology adoption and continuous process improvement initiatives. Business Development Participate in networking and business development activities. Support proposal preparation and client presentations. Assist firm leadership with strategic planning and practice growth initiatives. Required Qualifications Active CPA (Certified Public Accountant) license. Bachelor's degree in Accounting, Finance, or a related field. Minimum 8 years of progressive public accounting experience . Extensive experience managing tax and accounting engagements. Strong knowledge of GAAP , financial reporting, and tax compliance. Advanced proficiency with QuickBooks Online and QuickBooks Desktop . Strong experience using Thomson Reuters software (UltraTax CS, Accounting CS, Practice CS, Fixed Assets CS). Proven leadership, mentoring, and people management experience. Excellent analytical, organizational, communication, and project management skills. Ability to manage multiple client engagements while meeting deadlines. Preferred Qualifications Experience working with closely held businesses, manufacturing companies, construction companies, and high-net-worth individuals. Strong business development and client relationship management experience. Experience leading multiple teams and managing complex client portfolios. Demonstrated success improving accounting processes and operational efficiency. Required Skills Public Accounting Tax Planning & Compliance Corporate Tax Partnership Tax Individual Tax Trust & Estate Tax GAAP Financial Statement Preparation & Review Financial Reporting Client Advisory Tax Research QuickBooks Online QuickBooks Desktop UltraTax