高级税务经理
Senior Tax Manager
这是一个远程职位。
关于公司
我们代表一家快速发展的精品会计事务所，为个人和企业提供全面的税务咨询和合规服务。公司采用完全无纸化的工作环境，高度重视技术、效率以及长期的客户关系。
关于职位
我们的客户正在寻找一位高级税务经理加入不断壮大的团队，承担高影响力、多面的角色。这并非仅限于审核的职位——合适的候选人将参与客户获取、关系管理、高复杂度税务申报的准备与审核、税务规划以及团队领导。公司希望找到一位能够独立在高级别运作，同时还能推动事务所发展和初级员工成长的人选。
该职位适合一位以客户为导向、具有分析能力，并准备好在不断壮大的公司中承担重要责任的资深税务专业人士。
主要职责
- 领导客户获取工作，将潜在客户转化为正式合作，并全程管理入职流程
- 作为已建立并持续增长的个人及企业客户群的主要关系负责人，必要时与他们的外部顾问协调
- 为个人和企业准备并审核高复杂度的税务申报，包括适用情况下的受托人申报
- 推动以客户税务节省和持续机会为重点的主动税务规划对话
- 研究复杂的税务问题并制定合理有效的解决方案
- 管理项目工作流程，并在多个项目中同时进行优先级排序
- 监督和培养2-4名团队成员，包括人员安排和日常监督
- 运用强大的数据分析和解决问题的能力，以有条理、系统化的方式处理客户情况
要求
- 具备5年以上个人及企业税务领域的公共会计经验
- 会计学士学位为必选项；税务硕士优先
- 持有 CPA 或 EA 资格者优先
- 有管理客户项目和带领团队的经验
- 有受托人税务经验者优先
- 熟悉 ProFx 或 Access Tax 者优先；熟悉 Word、Excel、QuickBooks（在线和桌面版）、Adobe Pro、CFS Payroll 和 BNA 者优先
- 能够独立工作，管理多重优先事项，并有效协作
查看英文原文
This is a remote position.
About the Firm
We are representing a rapidly growing boutique CPA practice that provides comprehensive tax advisory and compliance services to individuals and businesses. The firm operates in a fully paperless environment and places a strong emphasis on technology, efficiency, and long-term client relationships.
About the Role
Our client is seeking a Senior Tax Manager to join a growing team and take on a high-impact, multifaceted role. This is not a review-only position — the right candidate will be involved in client acquisition, relationship management, high-complexity return preparation and review, tax planning, and team leadership. The firm is looking for someone who can operate at a senior level independently while also contributing to the growth of the practice and the development of junior staff.
This role is ideal for an experienced tax professional who is client-oriented, analytically driven, and ready to take on meaningful ownership within a growing firm.
Key Responsibilities
- Lead client acquisition efforts, converting prospective clients into active engagements and managing onboarding from start to finish
- Serve as the primary relationship owner for an established and growing book of individual and business clients, coordinating with their outside advisors as needed
- Prepare and review high-complexity tax returns for individuals and businesses, including fiduciary returns where applicable
- Drive proactive tax planning conversations focused on client tax savings and ongoing opportunities
- Research complex tax issues and develop well-reasoned resolutions
- Manage project workflow and prioritize across multiple engagements simultaneously
- Supervise and develop a staff of 2–4 team members, including staffing assignments and day-to-day oversight
- Apply strong data analytics and problem-solving skills to client situations with an organized, methodical approach
Requirements
- 5+ years of public accounting experience in individual and business taxation
- Bachelor's degree in Accounting required; Master's in Taxation a plus
- CPA or EA preferred
- Prior experience managing client engagements and leading staff
- Fiduciary taxation experience is a plus
- Proficiency with ProFx or Access Tax preferred; experience with Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA strongly preferred
- Ability to work independently, manage competing priorities, and collaborate effectively across a team
Benefits
- Strong base and discretionary bonus, commensurate with experience
- Medical Benefits
- 401(k) with up to 4% salary match (eligibility after 1 year)
- Fully paperless, technology-forward work environment
- Opportunity for long-term growth within a rapidly expanding practice
Originally posted on Himalayas