Senior Tax Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

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.

Staffing & Recruiting
Hiring Manager
Gatlin Johnson
linkedin

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

Active CPA licensePass-through taxationPublic accounting experienceLeadership mindsetBusiness development skillsClient relationship managementTax planningTrust & estate experienceMentoring

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

Company

The Agency

twitter
company-logo
At The Agency Recruiting, trust and transparency form the foundation of every partnership we build.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Logan Koopman
Founder & CEO
linkedin
Company data provided by crunchbase