Senior Tax Manager

Senior Tax Manager

Rockville, MD

Position Summary

Our client is seeking an experienced Senior Tax Manager to join their growing CPA firm in Rockville, MD. The ideal candidate will have 15+ years of progressive public accounting experience and will be responsible for managing complex tax engagements, leading client relationships, and mentoring junior staff. This role offers the opportunity to work with a diverse portfolio of clients ranging from high net-worth individuals to mid-market corporations.

Key Responsibilities



Client Management & Tax Services

• Manage and review complex federal and state tax returns for corporations, partnerships, S-corporations, trusts, estates, and high net-worth individuals
• Provide comprehensive tax planning and consulting services to clients
• Conduct tax research on complex issues and provide technical guidance
• Assist clients with tax controversy matters, including IRS audits and appeals
• Develop and maintain strong client relationships through exceptional service delivery

Team Leadership & Development

• Supervise and mentor junior tax staff, including seniors and associates
• Provide training and professional development opportunities for team members
• Review work product and ensure quality control standards are met
• Participate in performance evaluations and goal setting for direct reports
• Lead firm-wide tax training sessions and technical updates

Business Development

• Identify and pursue new business opportunities within existing client base
• Participate in networking events and professional organizations
• Assist with proposal development and client presentations
• Maintain relationships with referral sources including attorneys, financial advisors, and bankers

Practice Management

• Ensure timely completion of tax returns and deliverables
• Manage engagement budgets and monitor project profitability
• Stay current with tax law changes and regulatory developments
• Participate in firm management meetings and strategic planning

Required Qualifications



Education & Certification

• Bachelor's degree in Accounting, Finance, or related field
• Active CPA license in Maryland (or ability to obtain within 6 months)
• 15+ years of progressive public accounting experience

Technical Skills

• Expert knowledge of federal and state tax laws and regulations
• Proficiency with tax preparation software (CCH Axcess, Lacerte, Ultra Tax, or similar)
• Experience with accounting software (QuickBooks, Xero, etc.)
• Strong proficiency in Microsoft Office Suite

Experience Requirements

• Extensive experience with complex tax returns for various entity types
• Proven track record in tax planning and consulting
• Experience managing client relationships and portfolios
• Demonstrated leadership and staff development experience
• Experience with high net-worth individual taxation preferred

Preferred Qualifications

• Master's degree in Taxation or related field
• Experience with trust and estate taxation
• Experience with international tax matters
• Previous experience in a supervisory or management role
• Experience with specialized industries (real estate, construction, etc.)

Core Competencies

• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Exceptional attention to detail and accuracy
• Ability to work under pressure and meet tight deadlines
• Strong organizational and time management skills
• Leadership and team-building capabilities
• Client service orientation

What We Offer

• Competitive salary commensurate with experience
• Performance-based bonus structure
• Comprehensive benefits package including health, dental, and vision insurance
• 401(k) plan with company match
• Flexible work arrangements
• Professional development and continuing education support
• Partnership track opportunities for qualified candidates
• Collaborative and supportive work environment