Senior Tax Manager/Principal

Our mission is simple: to help our people, Private Business Owners, and the communities we work in be better off. We are a fast-growing global accounting firm committed to long-term career development, professional excellence, and genuine partnership opportunities.

Why choose us:

• Fast-growing global accounting firm with a strong U.S. presence
• Clear and structured career progression, including a defined path to partnership
• Certified Great Place to Work for three consecutive years
• Supportive, growth-focused culture with international exposure

Why Join Us?

In addition to working in a firm that prioritizes both client success and employee development, you will enjoy:

• Opportunity for equity ownership in a global accounting firm
• Diverse client portfolio across industries and entity types
• Genuine progression to Principal and Partner levels
• Interstate and international retreats and firm events
• Modern, bright offices with state-of-the-art technology
• Performance-based awards and bonuses
• Competitive paid time off
• 401(k) with profit sharing
• Comprehensive health insurance
• Postgraduate study and professional development support

The Opportunity

As a Senior Tax Manager / Principal, you will play a critical role in supporting our next phase of growth. This is a senior leadership position offering exposure to a broad client base, complex tax matters, and the opportunity to mentor and develop staff within a public practice environment.

Key Responsibilities

Tax Compliance & Advisory

• Prepare, review, and file federal, state, and local tax filings, including annual returns, extensions, and informational returns
• Review tax returns for individuals and entities (Forms 1040, 1041, 1065, 1120, and 1120S) for accuracy and completeness
• Prepare and consolidate tax provision schedules and related workpapers
• Research and recommend tax strategies relating to federal, state, and local taxation matters
• Monitor and interpret legislative and regulatory changes, implementing updates as required
• Prepare and record book-to-tax adjusting entries

Client & Firm Support

• Act as a key liaison with clients and external vendors
• Maintain compliance by coordinating filings with relevant tax authorities
• Identify tax efficiencies and profitability considerations for mergers, acquisitions, and restructurings
• Coordinate and maintain accurate records for both firm and client engagements
• Ensure confidentiality and adherence to professional and legal standards

Leadership & Process Improvement

• Review work prepared by staff and provide guidance on tax returns and supporting documentation
• Provide regular feedback and coaching to direct reports
• Ensure consistency in workpaper formatting, naming conventions, and documentation standards
• Develop, streamline, and improve tax procedures, templates, and internal workflows
• Support firm-wide initiatives and collaborate with affiliates and other departments

Professional Development

• Stay current through continuing education, professional publications, and industry involvement
• Participate in professional organizations and maintain strong industry networks

About You

• Bachelors degree in Accounting
• Active CPA required (EA also considered)
• 8+ years of experience in tax compliance and review within public accounting
• Strong experience with Thomson Reuters tax software, including:
  • UltraTax
  • Workpapers CS
  • SurePrep
  • SafeSend
• Strong analytical, problem-solving, and technical skills
• High attention to detail and commitment to accuracy
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Confident communicator with leadership presence and client-facing experience

Qualifications

About You

• Bachelors degree in Accounting
• Active CPA required (EA also considered)
• 8+ years of experience in tax compliance and review within public accounting
• Strong experience with Thomson Reuters tax software, including:
  • UltraTax
  • Workpapers CS
  • SurePrep
  • SafeSend
• Strong analytical, problem-solving, and technical skills
• High attention to detail and commitment to accuracy
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Confident communicator with leadership presence and client-facing experience

Why is this a great opportunity?

Why Join Us?

In addition to working in a firm that prioritizes both client success and employee development, you will enjoy:

• Opportunity for equity ownership in a global accounting firm
• Diverse client portfolio across industries and entity types
• Genuine progression to Principal and Partner levels
• Interstate and international retreats and firm events
• Modern, bright offices with state-of-the-art technology
• Performance-based awards and bonuses
• Competitive paid time off
• 401(k) with profit sharing
• Comprehensive health insurance
• Postgraduate study and professional development support

Healthcare, PTO, 401K match, bonuses