Job Description
Elevate Your Career with a Premier Global Tax Practice
Summit Wealth & Tax Advisory Group is seeking a visionary Senior Tax Manager to lead our New York City corporate practice. In this high-impact role, you will be the primary architect of tax strategies for a portfolio of multinational clients, navigating the complexities of modern global finance with precision and foresight.
We provide a sophisticated, tech-enabled environment where technical excellence is met with a commitment to professional growth and work-life harmony. You will collaborate with C-suite executives to mitigate risk and optimize financial performance in an ever-shifting regulatory landscape.
Responsibilities
- Lead the preparation and review of complex federal and state income tax returns for multi-state corporate entities.
- Develop and execute sophisticated international tax planning strategies, including transfer pricing and cross-border structuring.
- Manage the ASC 740 income tax provision process, ensuring accurate financial statement disclosures and internal controls.
- Act as a lead consultant for M&A activities, performing comprehensive tax due diligence and post-acquisition integration.
- Represent clients during federal and state tax audits, negotiating favorable resolutions on complex technical positions.
- Mentor and develop a high-performing team of tax professionals through continuous feedback and technical training.
- Stay at the forefront of legislative changes (TCJA, Pillar Two) to provide proactive advisory services to stakeholders.
Qualifications
- Minimum of 8-12 years of progressive tax experience in public accounting or a large-scale corporate tax department.
- Active Certified Public Accountant (CPA) license or Enrolled Agent (EA) status is required.
- Advanced degree (Master’s in Taxation or JD/LLM) is highly preferred.
- Deep technical expertise in US GAAP, ASC 740, and international tax compliance.
- Proven track record of managing multi-disciplinary projects under rigorous deadlines.
- Exceptional communication skills with the ability to translate complex tax law into actionable business insights.
- Expertise in tax technology platforms such as ONESOURCE, Corptax, or GoSystem RS.