Job Description
Are you a strategic tax leader looking to make a high-impact move in the heart of the financial district? Summit Financial Advisory Group is seeking a results-driven Senior Tax Manager to oversee complex tax planning, compliance, and international reporting strategies for our high-net-worth corporate portfolio.
You will work alongside industry experts to navigate evolving tax landscapes, optimize tax positions, and mentor a talented team of analysts in a collaborative, premium environment.
Responsibilities
- Lead complex tax planning initiatives for corporate and international entities to optimize global tax positions.
- Direct the preparation and review of federal, state, and local corporate income tax returns.
- Serve as the primary liaison for tax audits, coordinating with regulatory bodies and external legal counsel.
- Provide expert advisory on M&A tax implications and cross-border transactions.
- Oversee tax provision reporting under ASC 740.
- Mentor and develop a high-performing team of tax professionals.
- Monitor legislative developments and ensure organizational compliance with all new tax reforms.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field; Master’s in Taxation or LL.M. preferred.
- Current CPA license or Enrolled Agent (EA) certification is mandatory.
- 8+ years of progressive tax experience in public accounting or a large corporate tax department.
- In-depth knowledge of international tax compliance, including GILTI, FDII, and BEAT regulations.
- Expertise in tax research software (RIA Checkpoint, BNA) and tax provision software (OneSource).
- Proven ability to communicate complex tax concepts to executive-level stakeholders.
- Strong analytical mindset with an exceptional eye for detail and risk mitigation.