Tax Senior Manager

This role is a senior tax review position responsible for reviewing complex federal and multi-state returns for individuals, trusts, estates, non-profit organizations, and pass-through entities, as well as gift tax returns, quarterly and year-end tax projections, and supporting work papers. The role also carries a leadership component, working closely with the management team to mentor, train, and supervise staff.

Responsibilities:

• Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
• Review gift tax returns
• Review quarterly and year-end tax projections
• Review tax workpapers
• Deliver clear requests for information via phone or email directly to clients
• Research Federal, state, and cross-border tax issues
• Strategize with partners and the client engagement teams on tax planning
• Work closely with the management team to mentor, train, and supervise staff

Basic qualifications:

• Minimum degree required: Bachelor’s degree
• CPA
• Required field of study: Accounting, Finance and/or Taxation
• 5+ years of work experience with High-Net-Worth Individuals (HNWI)
• 8+ years of work experience with Tax
• Strong working knowledge of Microsoft Office Suite
• Strong verbal and written communication skills

Client Management Skills:

• Manage deadlines and client work
• Bill clients accordingly
• Collect outstanding receivables

Preferred knowledge/skills:

• Excellent analytical and problem-solving skills
• Strong interpersonal and communication skills
• Recent or current experience servicing High Net Worth and/or Family Office clients
• Managerial experience with staff and clients
• Proficient with use CCH Tax software

EEOC:

40HRS Staffing is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: 40HRS Staffing is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at 40HRS Staffing are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. 40HRS Staffing will not tolerate discrimination or harassment based on these characteristics.

Staffing Company that fosters a collaborative, entrepreneurial culture where innovation, integrity, and exceptional client service drive everything we do. We offer opportunities for professional growth, meaningful client partnerships, and the ability to make a direct impact on the success of both our clients and candidates.