Senior Tax Manager (CPA) – Business Tax Advisory & Client Services
Position Overview:
The Tax Client Manager for Avery Partners client serves as a trusted advisor to both business and individual clients, providing strategic tax guidance, proactive planning, and high-level relationship management. This role is designed for an experienced tax professional who combines deep technical expertise with strong interpersonal and leadership skills to deliver exceptional client service while helping develop the next generation of tax professionals within the firm.
The ideal candidate has extensive experience advising closely held businesses, business owners, and high-net-worth individuals on complex tax matters and long-term planning strategies. This individual will lead client relationships, oversee complex tax engagements, and play a key role in mentoring and educating staff through hands-on coaching, technical development, and ongoing training initiatives.
This position requires a highly personable and communicative leader who can simplify complex tax concepts, build strong client trust, and foster a culture of continuous learning and professional growth within the tax department.
Key Responsibilities:
Client Advisory & Relationship Management:
- Serve as the primary relationship manager and strategic advisor for a portfolio of business and individual tax clients
- Build strong client relationships through proactive communication, responsiveness, and high-quality service
- Provide proactive tax planning and strategic guidance related to business operations, entity structure, compensation planning, succession planning, and tax minimization strategies
- Review complex business, individual, fiduciary, and pass-through entity tax returns for accuracy, compliance, and quality
- Research and interpret federal, state, and local tax laws and communicate impacts and planning opportunities to clients and staff
- Identify tax risks and develop practical solutions while ensuring compliance with professional and ethical standards
- Serve as a technical resource for the tax team on advanced tax matters and complex client situations
- Mentor, coach, and train less experienced staff through ongoing feedback, technical instruction, and professional development initiatives
- Facilitate continuous learning within the department by supporting training programs, technical discussions, and process improvements
- Review staff work with a focus on both technical accuracy and staff development opportunities
- Assist in managing tax department workflow to ensure efficiency, quality service, and timely completion of engagements
- Identify opportunities to improve internal processes, enhance client experience, and expand advisory services
- Support firm growth through business development efforts and expansion of existing client relationships
Qualifications:
- Active Certified Public Accountant (CPA) license required
- Bachelor's degree in Accounting, Finance, or related field
- 10+ years of tax experience within a public accounting or CPA firm environment
- Extensive experience advising both businesses and individual clients on complex tax matters and planning strategies
- Strong technical knowledge of federal, state, and local tax regulations
- Demonstrated experience reviewing complex tax engagements and managing client relationships independently
- Proven leadership experience mentoring, training, and developing tax professionals
- Experience working with closely held businesses, pass-through entities, and business owners preferred
Skills & Competencies:
- Strong client relationship management and advisory skills
- Highly personable with excellent interpersonal and communication abilities
- Communicate complex tax concepts clearly and effectively to clients and staff
- Deep technical tax knowledge with strong research and analytical skills
- Passion for coaching, mentoring, and developing others
- Strong leadership and team-building capabilities
- High attention to detail and commitment to quality
- Proactive, strategic, and solution-oriented mindset
- Excellent organizational and time management skills
- Ability to manage multiple client engagements and priorities effectively
- Proficiency in Thomson Reuters tax software and Microsoft Office Suite