Tax Senior Manager

JOB SUMMARY

As a Tax Senior Manager, you will be responsible for overseeing and reviewing

financial information for clients, such as business and individual tax returns,

with the benefit of gaining exposure to a diverse client base operating in a

variety of industries. The Tax Senior Manager oversees client relationships and

acts as a liaison between internal staff and internal leaders to ensure

high-quality work is conducted and delivered to our clients.

JOB DESCRIPTION

• Tax Strategy and Engagement Oversight

• Develop and implement comprehensive tax planning strategies for clients,

ensuring alignment with their financial objectives and minimizing tax

liabilities

• Analyze complex tax scenarios, including mergers, acquisitions, and other

strategic transactions, to provide optimal solutions

• Manage a portfolio of tax engagements, supervise tax staff, and review their

work to ensure accuracy, compliance, and adherence to firm standards

• Monitor engagement progress, budgets, and timelines, make adjustments as

needed to meet client expectations

Research and Analysis

• Stay abreast of evolving tax laws, regulations, and industry developments,

applying this knowledge to client engagements and internal training

initiatives

• Lead tax research efforts to address client inquiries, resolve complex tax

issues, and guide decision-making

Client Communication

• Effectively communicate complex tax concepts and strategies to clients,

tailoring explanations to their understanding and addressing their questions

or concerns

• Prepare and deliver presentations to clients on tax-related matters,

providing insights into their financial situations and potential tax

implications

• Cultivate and maintain strong relationships with clients, acting as a trusted

advisor for their tax-related matters

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy,

compliance with regulations, and adherence to internal quality control

standards

• Monitor and manage tax filing deadlines, extensions, and other compliance

requirements to avoid penalties and ensure timely submissions

• Stay current with federal, state, and local tax laws, regulations, and

changes, ensuring the firm and its clients are compliant with the latest tax

requirements

• Team Collaboration

• Collaborate with other tax professionals within the firm to share insights,

knowledge, and best practices

• Supervise and mentor tax staff, providing guidance, training, and feedback to

foster their professional growth and ensure the quality of their work

• Foster a collaborative team environment, promoting knowledge sharing and

effective communication among team members

• Participate in internal training sessions to enhance your technical skills

and stay updated on industry trends

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and

methodologies, contributing to the continuous improvement of the firm's tax

services

• Ensure compliance with internal quality control procedures, including

reviewing and approving tax filings, documentation, and client deliverables

Strategic Business Development

• Collaborate with partners and senior management to identify business

development opportunities, cultivate client leads, and contribute to the

firm's growth strategy

• Participate in proposal development and presentations to prospective clients

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal

distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a

computer screen for long periods of time

• Must be able to lift to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field
• 8+ years of relevant experience
• CPA or Enrolled Agent license
• Experience in professional service environment, such as a CPA firm, financial

consulting firm, or similar setting

• Specific positions may require additional industry or specialization

certifications

• Responsible for completing the minimum CPE credit requirement
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream,

Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

• Juris Doctor (JD) degree for specialty positions

Other duties

Please note this job description is not designed to cover or contain a

comprehensive listing of activities, duties or responsibilities that are

required of the colleague for this job. Duties, responsibilities and activities

may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit,

tax, consulting and advisory services to clients primarily in the dynamic middle

market. We are trailblazers who bring our experience from working within

numerous industries to our clients so that we can provide them with a 360-degree

view of their businesses. Together with our clients, UHY works collaboratively

to develop flexible, innovative solutions that meet our clients’ business

challenges. As an independent member of UHY International, we are proud to be a

part of a top 20 international network of independent accounting and consulting

firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role,

qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and

vision coverage, 401(k) retirement plans, and generous paid time off (PTO)

allowances.