Senior Tax Manager
Client Staffing Solutions
Senior Tax Manager
$100M Financial Planning Company— Senior Tax Manager – McLean, VA/Washington D.C. The Sizzle
• Role is fully in the office
• Targeting 5+ years of individual, partnership, fiduciary, estate, and gift tax return compliance
• Bachelor’s degree in accounting, and CPA, JD, or EA is required
• Strong computer skills – Windows, Office, Excel, Adobe Acrobat
• Experience with ADP, QuickBooks, and databases
• Great benefits, unlimited volunteer time off, 3 weeks PTO, summer flexible Fridays, 10 paid company holidays
Duties & Responsibilities
• Build and maintain a personal relationship with clients as the technical tax expert on their planning team
• Assist clients by attending client meetings and delivering clients’ tax plan
• Support the financial advisory team in tax planning related functions
• Actively participate in signing and onboarding new clients to the firm
• Lead tax client service team for compliance and tax planning
• Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
• Oversee tax projections and tax audits for clients
• Coach and develop the team through real-time and consistent feedback
$100M Financial Planning Company— Senior Tax Manager – McLean, VA/Washington D.C. The Sizzle
• Role is fully in the office
• Targeting 5+ years of individual, partnership, fiduciary, estate, and gift tax return compliance
• Bachelor’s degree in accounting, and CPA, JD, or EA is required
• Strong computer skills – Windows, Office, Excel, Adobe Acrobat
• Experience with ADP, QuickBooks, and databases
• Great benefits, unlimited volunteer time off, 3 weeks PTO, summer flexible Fridays, 10 paid company holidays
Duties & Responsibilities
• Build and maintain a personal relationship with clients as the technical tax expert on their planning team
• Assist clients by attending client meetings and delivering clients’ tax plan
• Support the financial advisory team in tax planning related functions
• Actively participate in signing and onboarding new clients to the firm
• Lead tax client service team for compliance and tax planning
• Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
• Oversee tax projections and tax audits for clients
• Coach and develop the team through real-time and consistent feedback
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