[Hiring] Tax Senior Manager @SAX Advisory Group

Role Description

This role can be worked remotely.

• Advanced specialized tax expertise in private client services and high-net worth tax.
• Reviews research findings, tax returns and work papers, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client.
• Ensures all tax advice is technically correct and properly documented.
• Understands the firm’s policies, procedures and professional standards.
• Demonstrates strong communication skills.

Client Service Excellence

• Listen to clients, anticipate their needs, adapts to client priorities/agenda and plans accordingly.
• Lead engagement, managing the business relationship with a focus on high quality tax service and seeks to provide additional or value added services to the client.
• Recognize client issues and risk tolerance.
• Awareness of firm’s industry service group and hope to scope services to the client.

Business Growth

• Understands what is important to the client and how to maximize the relationship.
• Develops relationships to generate new business.
• Holds a position of leadership in a community, business or professional organization with emphasis of development of strong external network.
• Builds and leverages strong internal/external networks.
• Active involvement in industry service group efforts.

People Management/Process

• Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed.
• Actively communicates the client’s needs and facts to the appropriate team members to execute the work.
• Builds relationships across industry service groups to ensure client service excellence through an integrated approach.
• Develop trust worthiness with the client and team members.
• Manages progression of quality deliverables on time, in scope and within budget and/or realization goal.

Qualifications

• Must be motivated, have the ability to multi-task and be organized.
• Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments.
• Have excellent verbal and written communication skills.

Requirements

• Must have B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus).
• CPA a must.
• Experience with 1040s and other non-business taxation documents a must.
• Strong technical skills in taxation.
• 5 plus years of work experience.

Benefits

• Top Tier Health, Dental, & Vision Plans.
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA).
• Medical and Dependent Care.
• Life and Voluntary Life Insurance.
• Short and Long-Term Disability Insurance.
• 401k plan with matching contribution.
• Defined Contribution Plan (profit sharing).
• Customized Work Arrangements.
• Floating Holidays and Volunteer PTO.
• Unlimited PTO for Managers and Above.
• Referral Bonus Program.
• Tuition Reimbursement for Advanced Degree.
• Healthy Living Reimbursement Program.
• Health & Wellness App Subscription.
• CPA & EA reimbursement for study materials and exam.
• AICPA and CPA State Society membership reimbursement for Managers and above.
• OnDemand access to industry leading CPE courses.
• Summer Fridays at 1pm.