Job Description
Are you a strategic tax professional looking to make a significant impact within a high-growth firm? Sterling & Associates is seeking a Senior Tax Manager to lead our complex tax planning initiatives for high-net-worth clients and corporate entities.
You will work in a fast-paced environment where innovation meets precision. We pride ourselves on our collaborative culture, mentorship programs, and a commitment to professional development that is second to none.
Responsibilities
- Manage comprehensive tax planning and compliance engagements for high-net-worth individuals and C-level executives.
- Direct and review complex federal, state, and local income tax returns.
- Represent clients effectively before the IRS and state taxing authorities during audits and inquiries.
- Analyze tax legislation and provide actionable insights to senior leadership and clients.
- Collaborate with cross-functional teams to integrate tax strategies into overall financial planning.
- Mentor and supervise junior tax associates to ensure technical excellence and professional growth.
- Identify and implement tax-saving opportunities that align with client wealth management goals.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation or LL.M. preferred).
- Active CPA license or JD qualification required.
- Minimum of 7+ years of experience in public accounting or private wealth tax consulting.
- Expert-level knowledge of U.S. federal and state tax laws.
- Proven ability to manage multiple high-stakes client relationships simultaneously.
- Exceptional analytical, research, and technical writing skills.
- Proficiency in tax software such as CCH Axcess, GoSystem, or BNA Income Tax Planner.