[Hiring] Senior Tax Manager @Pivotal Talent Search

Role Description

We’re looking for a Senior Tax Manager who will serve as a primary advisor to closely held businesses and their owners, leading tax strategy, overseeing complex returns, guiding financial statement preparation, and serving as a trusted point of contact for clients and their teams. If you enjoy solving sophisticated tax problems, mentoring others, and having a direct impact on client decision-making, this role is designed for you.

What You’ll Do

• Lead and review preparation of client financial statements, ensuring accuracy, clarity, and timely delivery.
• Review and structure profit allocations for multi-owner entities, with attention to tax efficiency and fairness among owners.
• Direct and refine the client tax onboarding process, ensuring a smooth, professional experience from day one.
• Prepare, review, and sign complex tax returns for corporations, partnerships, individuals, and trusts, including coordination of foreign filings where applicable.
• Serve as primary relationship manager for assigned clients, leading meetings, driving communication, and proactively identifying planning opportunities.
• Plan and run semi-annual client meetings focused on financial performance, cash flow, entity structure, and tax planning.
• Own meeting preparation and follow-up: agendas, materials, modeling, action items, and ongoing communication.
• Guide clients’ long-term strategic and tax planning efforts in collaboration with partners and internal specialists.
• Oversee and review buyer-side financial due diligence for dental practice acquisitions, including quality of earnings and sustainability of cash flow.
• Manage the preparation and review of tax projections, estimated tax payment schedules, and future liability planning.
• Oversee resolution of tax notices and manage responses to federal, state, and local government inquiries.
• Lead and coordinate tax aspects of government audits, from document requests to issue resolution.
• Monitor workflow for assigned accounts, ensuring deadlines are met and work is executed smoothly with the client’s internal service team.
• Research complex accounting and tax questions; provide clear, actionable recommendations to clients and internal team members.
• Stay current on tax law changes; develop and deliver internal training or educational materials as needed.
• Maintain a high level of client satisfaction by being responsive, proactive, and communicative with engagement partners and team members.
• Provide formal and informal leadership to tax staff, including coaching, reviewing work, and helping shape professional development.
• Contribute to other firm initiatives and projects as needed.

Qualifications

• Bachelor’s degree in Accounting required.
• Master’s degree in Accounting, Tax, Finance, or an MBA preferred.
• Active CPA license.
• At least 7 years of progressive experience in public accounting, with strong consideration for prior national or large regional firm (including Big 4) experience.
• Significant experience with business and owner-level taxation, including S corporations, C corporations, partnerships, individuals, and trusts.
• Excellent communication skills, including the ability to listen, translate technical issues into practical language, and confidently present recommendations.
• Comfort handling complex or sensitive client issues and explaining nuanced positions and risks.
• Demonstrated commitment to continuous learning, keeping pace with evolving tax law, regulations, and best practices.
• Deep technical knowledge of current federal and state tax rules and the ability to apply them in real-world scenarios.
• Proven ability to research complex tax matters and develop well-supported planning options or solutions.
• Strong relationship-building skills, with the ability to develop referral sources and cultivate business opportunities in the marketplace.
• Experience or familiarity with medical and dental industry metrics and financial drivers is highly desirable.