• Preparing and filing basic to advanced-level Federal and State tax returns in a timely manner • Maintaining open communication with internal Supervisors, Managers, and Principals for quality assurance and workflows • Working in a team environment to assist in all phases of engagement

Role Description We are looking for an experienced Senior Tax Manager to support a diverse client base with complex tax planning, preparation, and advisory needs. This role focuses heavily on high-net-worth individuals, closely held businesses, family-owned companies, real estate holdings, charitable entities, and related corporate structures. It is an excellent opportunity for a senior tax professional who enjoys complex client work, strategic planning, technical research, and mentoring junior team members. The firm offers a collaborative environment with both accounting and legal professionals, creating a strong platform for solving sophisticated tax matters and supporting long-term client relationships. - Manage and oversee the preparation and filing of individual and corporate tax returns - Develop and implement tax planning strategies to help minimize client tax liabilities - Conduct tax research and stay current on tax laws, regulations, and planning opportunities - Review and analyze financial data for accuracy, completeness, and tax reporting purposes - Advise clients on tax-related matters, planning strategies, and compliance requirements - Supervise, train, and mentor junior tax associates - Communicate with clients, tax authorities, internal team members, and other stakeholders - Manage client relationships with professionalism, responsiveness, and strong technical guidance - Work with a diverse client base that may include high-net-worth individuals, family businesses, real estate holdings, charitable entities, and closely held companies Qualifications - Bachelor's or Master's degree in Accounting, Finance, or a related field - Active CPA required - Minimum of 7 years of experience in individual and corporate tax - Strong technical knowledge of tax preparation, planning, compliance, and research - Experience working with high-net-worth individuals and closely held businesses preferred - Ability to manage complex tax engagements and client relationships - Strong written and verbal communication skills - Ability to work independently and collaboratively with a team - Strong organizational skills and attention to detail - Proficiency with tax preparation software and related accounting tools - Professional, client-focused, and solutions-oriented approach Benefits - Competitive compensation based on experience - Professional development and mentorship opportunities - Exposure to complex high-net-worth and corporate tax matters - Collaborative team environment - Modern tax and accounting technology - Long-standing and diverse client base - Opportunity to grow within an established firm

• Lead client calls, present tax returns and strategies to clients. • Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations. • Collect, organize, and input financial data into tax software, ensuring accuracy and completeness. • Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship. • Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

• Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, and W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805) • Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance • Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams • Monitor reporting deadlines, identify exceptions, and escalate issues that may impact tax compliance or delivery timelines • Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes • Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows