Job Description
Are you a tax strategist looking to elevate your career at a top-tier financial advisory firm? Sterling & Associates is seeking a highly analytical Senior Tax Manager to lead complex tax planning and compliance initiatives for our high-net-worth portfolio.
You will work directly with C-suite stakeholders, driving tax efficiency through innovative strategies in a fast-paced, collaborative environment. We value technical excellence, proactive problem-solving, and a commitment to professional growth.
Responsibilities
- Lead the end-to-end tax compliance process for a diverse portfolio of corporate and individual clients.
- Design and implement sophisticated tax-saving strategies aligned with current federal and state regulations.
- Mentor and oversee a high-performing team of tax associates and analysts.
- Represent clients during tax audits and facilitate communications with regulatory agencies.
- Perform comprehensive tax research on evolving legislative changes to ensure firm-wide compliance.
- Collaborate with financial planning teams to optimize cross-functional wealth management strategies.
- Review complex tax returns to ensure 100% accuracy and optimization of tax positions.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation (MST) preferred.
- Current CPA license in good standing.
- 7+ years of progressive tax experience in public accounting or a large corporate tax department.
- Expertise in federal and multi-state tax law, including partnership and corporate taxation.
- Proven ability to manage high-volume client relationships and lead project teams.
- Proficiency in CCH Axcess, GoSystem, or equivalent tax software suites.
- Exceptional written and verbal communication skills with the ability to explain complex tax concepts.