Job Description
Are you a seasoned tax professional looking to make a significant impact at a premier financial firm? Sterling & Associates is seeking a Senior Tax Manager to lead our corporate tax strategy and compliance initiatives. In this role, you will work closely with high-net-worth clients and corporate entities to optimize tax efficiency while ensuring absolute regulatory compliance in an evolving fiscal landscape.
We foster a culture of excellence, professional development, and work-life balance, providing the resources you need to advance your career to the Director level and beyond.
Responsibilities
- Oversee the preparation and review of complex corporate and individual tax returns.
- Develop and implement proactive tax planning strategies to minimize liabilities for high-net-worth clients.
- Lead and mentor a team of tax associates, ensuring accuracy and professional growth.
- Represent the firm during federal, state, and local tax audits.
- Monitor legislative changes and provide actionable insights on the impact to client portfolios.
- Manage key client relationships, serving as the primary point of contact for complex tax matters.
- Collaborate with financial planners and legal counsel to provide holistic wealth management solutions.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
- Current CPA license is mandatory.
- Minimum of 8-10 years of experience in public accounting or private corporate tax.
- Expert-level proficiency in tax software such as CCH Axcess or GoSystem.
- Exceptional analytical skills with an ability to interpret complex tax codes.
- Proven track record of managing and developing high-performing teams.
- Strong communication and interpersonal skills suitable for high-touch client advisory.