Tax Principal/Senior Tax Manager

About the Firm

My client is a rapidly expanding, forward-thinking accounting centric outsourcing firm that specializes in providing a comprehensive suite of back-office services to early-stage and mid-sized commercial enterprises. Our innovative platform offers a full range of services encompassing tax, accounting, finance, payroll, human resources, technology, and advisory. Our expert team consists of seasoned CFOs, tax professionals, accountants, COOs, strategic controllers, finance professionals, tax advisors, and consultants who serve over 500 clients across various sectors including technology, business services, retail, distribution, and manufacturing.

They are seeking a dynamic, self-driven, and entrepreneurial Senior Tax Executive to join and contribute significantly to our team. This pivotal role involves providing top-tier tax advice, developing strategic tax planning, and ensuring compliance with regulatory standards for a wide-ranging portfolio of commercial clients and individuals. This position will play a critical role in shaping and directing our tax strategies and services, leveraging your expertise to drive growth and excellence in this key area of our business. This position features a hybrid work arrangement, blending in-office collaboration with remote flexibility and reports directly to the Executive Management Committee.

Key Responsibilities

• Oversee Tax Services Business: Oversee the daily operations of the tax services business line, ensuring efficient and effective delivery of services. Manage workflows, allocate resources and staff effectively, and coordinate project timelines to meet (and exceed) client expectations and deadlines.
• Client & Engagement Management: Cultivate client relationships, oversee client portfolios, identify new client opportunities, and handle all aspects of the tax department.
• Leadership & Team Management: Mentor and lead a team of tax professionals, fostering a culture of excellence and ongoing improvement. Guide the professional development of the tax team.
• Integrated Tax Advisory, Compliance, and Risk Management: Provide clients with tax guidance to ensure adherence to all laws and regulations, develop personalized tax planning strategies, and monitor legislative changes in taxation. Offer advice on implications and uphold rigorous risk management policies.
• Financial Management: Take charge of engagement risk and financial performance, including billing, collections, reporting, and budgeting. Ensure resource efficiency in the tax department.
• Cross-Departmental Collaboration: Collaborate with other departments including Outsourced CFO, Advisory, and Accounting to provide integrated client services.

Qualifications, Skills, And Experience

• Education: Bachelor's in Accounting, Finance, or related field. Master's or JD preferred.
• Experience: 20 years in public accounting or related field, with 10 years in leadership roles and engagement experience.
• Certifications: CPA required (Active).
• Tax Related Skills: Well versed in tax for individuals and all entity types (e.g., corporate, estate, non-profit, foreign).
• Skills: Leadership, multitasking, independent work, team contribution, exceptional organizational and interpersonal skills, excellent communication, initiative, commitment to professional development, client service excellence, proficiency in Microsoft Excel and Word, and knowledge of accounting technology.

Compensation

$300-600K

Benefits

• Medical, Dental, and Vision
• Health and Flexible Savings Accounts
• 401(k)
• Generous paid time off

Key Requirements

1. Expertise in federal tax code, experience managing a client base and team, and a proven track record of growing and scaling operations.
2. Highly professional, client-facing leader with a background in client services.
3. Motivated self-starter who thrives on challenges and is eager to help scale the firm into a global consulting practice. Experience with R&D tax credits is key.

Note: This role can be remote for the right candidate, provided they are willing to travel to Manhattan one week per month (travel expenses paid by the company).