Job Description
Are you a strategic tax professional looking to make a high-impact move? Sterling & Associates is seeking a Senior Tax Manager to lead our complex tax planning initiatives. You will work with high-net-worth clients and corporate entities to navigate the evolving tax landscape, providing sophisticated solutions that protect wealth and ensure full compliance.
We offer a collaborative, growth-oriented environment where innovation is valued and professional development is prioritized.
Responsibilities
- Develop and implement sophisticated tax planning strategies for ultra-high-net-worth clients.
- Manage end-to-end tax compliance processes, including federal, state, and local filings.
- Provide expert guidance on tax implications of complex financial transactions and investments.
- Represent clients during tax audits and maintain seamless communication with regulatory authorities.
- Mentor and lead a team of tax associates, fostering a culture of excellence and technical accuracy.
- Stay abreast of tax law changes and assess their impact on long-term client financial goals.
- Collaborate with cross-functional financial planning teams to integrate tax-efficient strategies into client portfolios.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field; Master’s in Taxation (MST) preferred.
- CPA certification is required.
- Minimum of 7-10 years of experience in public accounting or private wealth tax management.
- Deep expertise in individual, partnership, and corporate taxation.
- Proven ability to manage complex tax projects and meet tight deadlines.
- Exceptional analytical, research, and communication skills.
- Advanced proficiency in tax software such as CCH Axcess, BNA Income Tax Planner, or similar tools.