Tax-Senior Manager

Location: Sarasota, FL

Tax -Senior Manager


  • Minimum of 8 years of experience in public accounting
  • Excellent interpersonal and communication skills
  • Proficiency in various accounting software
  • Strong time management skills and ability to collaborate effectively with internal teams and clients
  • CPA designation or law degree required
  • Experience working with high net worth clients and/or construction industry

  • Engage closely with clients and team members to provide innovative and proactive tax planning, consulting, and compliance services for individuals and businesses
  • Specialize in preparing individual and business tax returns, with a focus on flow-through entities
  • Ensure client and team satisfaction by maintaining open communication, meeting deadlines, and sharing tax-saving strategies
  • Collaborate with partners, directors, senior managers, and staff on client management, professional development, and business development initiatives
  • Supervise and lead associate and senior associate team members to successfully complete client engagements
  • Develop skills to attract new clients and promote the firm's services, fostering business growth with existing clients
  • Stay updated on legislative and professional changes, providing clients with expert advice on potential implications
  • Participate in networking events to generate new client opportunities and represent the firm in the business community
  • Demonstrate continual commitment to the firm's culture, values, and client service principles
  • Showcase strong communication, intuition, and resourcefulness to inspire others in developing similar skills
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