The Agency · 6 days ago
Senior Tax Manager
The Agency is seeking a Senior Tax Manager to take ownership of complex client relationships and oversee workflow across the tax function. The role involves acting as a primary advisor to business owners and mentoring team members while contributing to the firm's growth and leadership structure.
Responsibilities
Serve as a primary tax advisor to closely held business owners and high-net-worth clients
Lead and manage a portfolio of tax engagements, ensuring quality, timeliness, and strong realization
Oversee workflow, delegation, and review across the tax team
Provide value-added tax planning and practical solutions for clients
Review and sign returns; ensure technical excellence and QC compliance
Mentor and develop managers, seniors, and staff through ongoing coaching and feedback
Collaborate with partners on practice strategy, growth initiatives, and potential acquisitions
Identify opportunities to improve efficiency, systems, and engagement execution
Contribute to business development efforts and referral relationships (preferred, not quota-driven)
Leverage firm investments in technology, offshore resources, and automation to scale effectively
Qualification
Required
6–10+ years of experience in public accounting
Active CPA license required
Strong background in pass-through taxation
Experience managing complex engagements and client relationships
Comfort reviewing and signing returns
Leadership mindset with interest in mentoring and firm development
Business development skills or willingness to participate
Preferred
Trust & estate experience is a plus
Exposure to wealth management–adjacent planning