Frederick Fox

Senior Tax ManagerPosition OverviewOur client is seeking an experienced Senior Tax Manager to lead complex tax compliance, planning, and advisory engagements while delivering exceptional client service and driving team performance. This role serves as a key leader within the tax department, providing advanced technical expertise, managing high-level client relationships, overseeing multiple engagements, and contributing to overall business growth and profitability.The Senior Tax Manager will work across a diverse range of tax matters and entity types, providing practical, technically sound recommendations while identifying opportunities to improve processes, expand client services, and develop team talent. The ideal candidate combines strong technical tax knowledge with excellent leadership, communication, relationship management, and business development skills.Key ResponsibilitiesTax Compliance, Planning &amp; Advisory<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead complex federal, state, and specialty tax compliance, planning, and advisory engagements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Review and oversee individual, corporate, partnership, trust, gift, and estate tax returns.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Serve as a technical resource on complex tax matters, providing guidance to clients and internal teams.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and review advanced tax planning strategies, projections, and research.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Translate complex tax analysis and research into clear, practical, and actionable recommendations.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Apply tax laws, regulatory requirements, and professional standards to develop compliant solutions while identifying potential risks and opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Respond to tax audits, inquiries, notices, and other matters from taxing authorities, representing clients as appropriate.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Stay current on changes in tax legislation, regulations, and industry developments.</li>
</ul>Client Relationship Management<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Serve as a trusted advisor and primary point of contact for key clients.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop and maintain strong, long-term client relationships through responsive and proactive service.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Communicate complex tax concepts and recommendations clearly to clients, executives, internal teams, and taxing authorities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities to enhance client service and provide proactive, value-added tax and business insights.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop a thorough understanding of clients' businesses, industries, financial objectives, and tax needs.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities to expand services and deepen relationships within existing client accounts.</li>
</ul>Engagement &amp; Practice Management<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee engagements from initial planning through final delivery, ensuring quality, timeliness, scope, and profitability.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Manage multiple engagements simultaneously while balancing competing priorities and deadlines.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Establish engagement budgets, timelines, deliverables, and staffing requirements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Monitor realization, utilization, workflow, and other engagement performance metrics.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify engagement risks, address issues proactively, and escalate matters when appropriate.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborate with firm leadership to improve tax processes, workflows, policies, and operational efficiencies.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Contribute to the development and implementation of new tax services and enhancements to existing offerings.</li>
</ul>Business Development &amp; Growth<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support business development initiatives and contribute to the growth of the tax practice.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify opportunities to expand services within existing client relationships.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Participate in proposals, client pursuits, presentations, and growth strategies.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Develop market and industry knowledge to identify emerging tax and advisory opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Participate in networking, marketing, and relationship-building activities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Build and maintain professional relationships that contribute to the firm's long-term growth.</li>
</ul>Team Leadership &amp; Development<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Mentor, coach, and develop tax professionals at various levels.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Provide timely feedback, guidance, and career development support.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Review team members' work for accuracy, technical quality, and completeness.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Identify training opportunities and contribute to formal and informal learning initiatives.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support recruiting, onboarding, retention, and succession planning efforts.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Promote a collaborative, respectful, and high-performing team environment.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Encourage continuous learning, professional development, and technical excellence.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead by example and foster an environment where team members feel supported, valued, and accountable.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Adapt leadership and communication styles to meet the needs of diverse team members and promote equitable access to development opportunities.</li>
</ul>Environment &amp; Work StyleThis is a leadership role within a collaborative and client-focused tax practice. The Senior Tax Manager will balance technical tax responsibilities with client relationship management, engagement oversight, business development, and team leadership.The successful candidate will be comfortable operating with a high degree of autonomy while collaborating closely with firm leadership and professionals across the organization. Strong judgment, initiative, organization, and the ability to manage multiple complex priorities are essential.Essential Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor's degree in Accounting, Finance, or a related field.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">8+ years of public accounting experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">3–5 years of relevant supervisory or management experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Active CPA license required.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong experience in tax compliance, planning, research, and advisory services.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Broad technical knowledge across multiple entity types, including individuals, corporations, partnerships, trusts, gifts, and estates.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience using professional tax research tools such as RIA or similar platforms.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong analytical, problem-solving, and decision-making skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent written and verbal communication skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated ability to manage complex client relationships and multiple engagements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong leadership and team development capabilities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Collaborative, proactive mindset with a commitment to continuous improvement.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with CS Suite and UltraTax.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience working with complex entity structures.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Gift, estate, and trust tax experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong partnership tax experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience with sophisticated tax planning and advisory engagements.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience supporting business development, proposals, and client pursuits.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience developing or improving tax department processes and workflows.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience mentoring and developing tax professionals.</li>
</ul>

Senior Tax Manager

Position Overview

Our client is seeking an experienced Senior Tax Manager to lead
complex tax compliance, planning, and advisory engagements while
delivering exceptional client service and driving team
performance. This role serves as a key leader within the tax
department, providing advanced technical expertise, managing
high-level client relationships, overseeing multiple engagements,
and contributing to overall business growth and profitability.

The Senior Tax Manager will work across a diverse range of tax
matters and entity types, providing practical, technically sound
recommendations while identifying opportunities to improve
processes, expand client services, and develop team talent. The
ideal candidate combines strong technical tax knowledge with
excellent leadership, communication, relationship management, and
business development skills.

Key Responsibilities

Tax Compliance, Planning & Advisory

* Lead complex federal, state, and specialty tax compliance,
planning, and advisory engagements.
* Review and oversee individual, corporate, partnership, trust,
gift, and estate tax returns.
* Serve as a technical resource on complex tax matters, providing
guidance to clients and internal teams.
* Develop and review advanced tax planning strategies,
projections, and research.
* Translate complex tax analysis and research into clear,
practical, and actionable recommendations.
* Apply tax laws, regulatory requirements, and professional
standards to develop compliant solutions while identifying
potential risks and opportunities.
* Respond to tax audits, inquiries, notices, and other matters
from taxing authorities, representing clients as appropriate.
* Stay current on changes in tax legislation, regulations, and
industry developments.
Client Relationship Management

* Serve as a trusted advisor and primary point of contact for key
clients.
* Develop and maintain strong, long-term client relationships
through responsive and proactive service.
* Communicate complex tax concepts and recommendations clearly to
clients, executives, internal teams, and taxing authorities.
* Identify opportunities to enhance client service and provide
proactive, value-added tax and business insights.
* Develop a thorough understanding of clients' businesses,
industries, financial objectives, and tax needs.
* Identify opportunities to expand services and deepen
relationships within existing client accounts.
Engagement & Practice Management

* Oversee engagements from initial planning through final
delivery, ensuring quality, timeliness, scope, and profitability.
* Manage multiple engagements simultaneously while balancing
competing priorities and deadlines.
* Establish engagement budgets, timelines, deliverables, and
staffing requirements.
* Monitor realization, utilization, workflow, and other
engagement performance metrics.
* Identify engagement risks, address issues proactively, and
escalate matters when appropriate.
* Collaborate with firm leadership to improve tax processes,
workflows, policies, and operational efficiencies.
* Contribute to the development and implementation of new tax
services and enhancements to existing offerings.
Business Development & Growth

* Support business development initiatives and contribute to the
growth of the tax practice.
* Identify opportunities to expand services within existing
client relationships.
* Participate in proposals, client pursuits, presentations, and
growth strategies.
* Develop market and industry knowledge to identify emerging tax
and advisory opportunities.
* Participate in networking, marketing, and relationship-building
activities.
* Build and maintain professional relationships that contribute
to the firm's long-term growth.
Team Leadership & Development

* Mentor, coach, and develop tax professionals at various levels.
* Provide timely feedback, guidance, and career development
support.
* Review team members' work for accuracy, technical quality, and
completeness.
* Identify training opportunities and contribute to formal and
informal learning initiatives.
* Support recruiting, onboarding, retention, and succession
planning efforts.
* Promote a collaborative, respectful, and high-performing team
environment.
* Encourage continuous learning, professional development, and
technical excellence.
* Lead by example and foster an environment where team members
feel supported, valued, and accountable.
* Adapt leadership and communication styles to meet the needs of
diverse team members and promote equitable access to development
opportunities.
Environment & Work Style

This is a leadership role within a collaborative and
client-focused tax practice. The Senior Tax Manager will balance
technical tax responsibilities with client relationship
management, engagement oversight, business development, and team
leadership.

The successful candidate will be comfortable operating with a
high degree of autonomy while collaborating closely with firm
leadership and professionals across the organization. Strong
judgment, initiative, organization, and the ability to manage
multiple complex priorities are essential.

Essential Qualifications

* Bachelor's degree in Accounting, Finance, or a related field.
* 8+ years of public accounting experience.
* 3–5 years of relevant supervisory or management experience.
* Active CPA license required.
* Strong experience in tax compliance, planning, research, and
advisory services.
* Broad technical knowledge across multiple entity types,
including individuals, corporations, partnerships, trusts, gifts,
and estates.
* Experience using professional tax research tools such as RIA or
similar platforms.
* Strong analytical, problem-solving, and decision-making skills.
* Excellent written and verbal communication skills.
* Demonstrated ability to manage complex client relationships and
multiple engagements.
* Strong leadership and team development capabilities.
* Collaborative, proactive mindset with a commitment to
continuous improvement.
Preferred Qualifications

* Experience with CS Suite and UltraTax.
* Experience working with complex entity structures.
* Gift, estate, and trust tax experience.
* Strong partnership tax experience.
* Experience with sophisticated tax planning and advisory
engagements.
* Experience supporting business development, proposals, and
client pursuits.
* Experience developing or improving tax department processes and
workflows.
* Experience mentoring and developing tax professionals.

Senior Tax Manager

About the role

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