Job Description
Are you an ambitious tax professional looking to make a significant impact in a premier financial firm? Sterling & Associates is seeking a Senior Tax Manager to lead our complex tax planning and compliance engagements. You will work with a diverse portfolio of high-net-worth clients and corporate entities, providing strategic tax advice that drives long-term value.
We offer a collaborative, high-performance culture that rewards innovation and professional growth. If you are a technical expert with a passion for client advisory, we want to hear from you.
Responsibilities
- Lead complex tax compliance engagements for high-net-worth individuals and corporate clients.
- Provide strategic tax planning and advisory services to minimize tax liability and maximize wealth preservation.
- Supervise and mentor a team of tax associates, ensuring accuracy and professional development.
- Represent clients during tax audits and correspondence with federal and state tax authorities.
- Analyze new tax legislation and communicate potential impacts to stakeholders.
- Manage client relationships and expectations to ensure top-tier service delivery.
- Collaborate with internal financial advisors to integrate tax strategies into comprehensive client plans.
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 progressive experience in corporate and individual tax.
- Expertise in federal, state, and local tax laws with proficiency in tax research software.
- Exceptional analytical, communication, and project management skills.
- Proven ability to manage multiple client engagements simultaneously in a fast-paced environment.
- Advanced proficiency in tax preparation software and Microsoft Excel.