Senior Tax Manager

About This Role

This senior tax manager role offers a leadership opportunity with a path to partnership, focusing on complex tax advisory work, high-level client relationships, and staff mentorship. The position is ideal for a seasoned tax professional who enjoys an active, collaborative, in-office environment while benefiting from flexible work options. The successful candidate will help shape client strategy, mentor professionals, support technical development, and contribute to firm growth.

Responsibilities

• Formulate and implement tax advice
• Ensure individuals and businesses comply with various tax regulations
• Meet project deadlines for clients
• Assist the Director of Taxation and Firm Partners with client matters
• Identify and implement tax planning and consulting opportunities for FMD's client base and staff
• Participate in tax planning and consultation
• Deliver an outstanding client experience
• Support staff training
• Perform high-level final tax return review
• Serve as a technical tax resource for the firm, including complex tax research
• Develop internal tax training
• Create successful resolutions and implementation of tax law for clients
• Lead and manage multiple tax engagements for closely held businesses, entrepreneurial clients, and high-net-worth individuals
• Perform high-level final review of business client tax returns and high-income/high-net-worth individual tax returns
• Research and draft memoranda involving complex tax matters
• Identify, develop, and implement tax planning opportunities for new and existing clients
• Serve as a trusted business advisor to clients and provide recommendations on tax strategy and business process improvement
• Manage client expectations and assist clients with tax and other related questions
• Continuously monitor tax updates and identify technical issues that may affect clients
• Support the Director of Taxation with internal staff training initiatives
• Develop firm-wide training for tax personnel and actively share knowledge

Requirements

• Licensed CPA
• Deep public accounting experience
• Strong technical tax research and review skills
• Executive presence to advise closely held businesses, entrepreneurial clients, and high-net-worth individuals
• Exhibit collaboration, critical thinking, emotional intelligence, executive presence, a growth mindset, and a commitment to mentorship
• Desire and curiosity to understand the technical aspects of tax law and be able to communicate them to clients and staff in an understandable manner