Benefits:- 401(k)
- 401(k) matching
- Competitive salary
- Paid time off
- Training & development
Senior Tax Manager Boutique Tax & Advisory Firm (High-Touch, Growth-Focused) Position Overview We are seeking a
Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and accounting firm.
This role is designed for a
technically strong, client-facing leader who can own the review process, develop staff, and deliver proactive tax strategy to business owners and high-income individuals.
The ideal candidate thrives in a
high-performance, relationship-driven environment and is motivated by building systems, improving processes, and elevating client experience.
Key Responsibilities 1. Tax Review & Compliance Oversight • Review complex business and individual tax returns (1120S, 1065, 1120, 1040)
• Ensure accuracy, completeness, and strategic optimization of all filings
• Reduce review notes and rework through team training and systems
• Maintain firm-wide quality control standards
2. Tax Planning & Advisory • Lead and deliver proactive tax planning for business owners and high-net-worth clients
• Identify and implement advanced strategies (entity structuring, 199A, compensation optimization, etc.)
• Collaborate with bookkeeping and CFO services to ensure planning is data-driven
• Participate in client strategy meetings and year-round advisory
3. Team Leadership & Development • Manage and mentor tax staff and preparers
• Train team on technical tax matters and firm processes
• Improve staff efficiency, accuracy, and independence
• Conduct performance reviews and contribute to hiring decisions
4. Workflow & Process Management • Oversee return workflow from preparation to final delivery
• Identify bottlenecks and implement process improvements
• Help build scalable systems and SOPs
• Ensure deadlines are consistently met without partner intervention
5. Client Relationship Management • Serve as a primary point of contact for key clients
• Communicate complex tax concepts in a clear, confident manner
• Build long-term client relationships through proactive communication
• Identify opportunities to expand services (bookkeeping, planning, advisory)
Success Metrics (KPIs) This role will be measured on:
•
Review Efficiency: Turnaround time on returns
•
Accuracy Rate: Reduction in reviewer corrections and rework
•
Client Retention & Growth: Expansion of services within existing clients
•
Realization Rate: Minimizing write-downs
•
Staff Development: Team performance and independence
•
Planning Revenue Growth: Increased advisory engagement
Qualifications Required • 5–10+ years of tax experience in public accounting
• Strong experience reviewing business returns (S-Corp, Partnership)
• Proven experience managing staff and reviewing work
• Deep understanding of tax strategy for business owners
• Excellent communication and client-facing skills
Preferred • CPA or EA (strongly preferred but not required)
• Experience in a boutique or high-touch firm environment
• Experience with tax planning and advisory services
• Familiarity with Thomson Reuters suite (UltraTax, Practice CS, etc.)
Compensation & Structure •
Base Salary: $100,000-$125,000 (depending on experience)
•
Performance Bonus tied to:
• Production
• Team KPIs
• Client growth
•
Upside Potential: Leadership track into Director / Partner role
Why This Role Is Different • You will
lead, not just review • You will be involved in
real tax strategy, not just compliance • You will help build a
top-tier boutique firm model • You will work with
high-quality clients (not volume-driven returns) • You will have
direct impact on firm growth and systems Ideal Candidate Profile (What “A Players” Look Like Here) • Thinks like an owner, not an employee
• Obsessed with accuracy and efficiency
• Strong communicator with confidence in client meetings
• Enjoys mentoring and building teams
• Wants to grow into a leadership role