Senior Tax Manager - CPA - (PER957987)

As a Senior Tax Manager at our CPA firm, your responsibilities will include planning, supervising, and completing tax engagements. You will review tax returns prepared by other staff members, manage engagement timelines, resolve any technical issues, and keep partners informed about engagement developments. Additionally, you'll evaluate staff performance, assist in marketing efforts, and ensure compliance with firm policies.

To qualify for the Senior Tax Manager position at our CPA firm, you will need a minimum of 10 years of experience in public accounting and tax management, along with an active CPA license. A BA in Accounting or a MA in Taxation is preferred. Strong leadership skills and the ability to develop client relationships are essential. Experience in managing staff and projects is also necessary.

Our CPA firm supports professional development for Senior Tax Managers through ongoing training, mentorship opportunities, and the chance to lead teams on high-impact projects. We encourage participation in public speaking and networking events to enhance your professional visibility and growth. By fostering a culture of continuous learning, we ensure our tax managers remain at the forefront of industry trends.

As a Senior Tax Manager at our CPA firm, you can expect a competitive benefits package that includes a 401k with a 3% safe harbor match, profit sharing, health insurance, vacation time, personal days, and major holidays off. We recognize your hard work and dedication, making sure you have the support you need to maintain a healthy work-life balance.

Crucial skills for success as a Senior Tax Manager in our CPA firm include strong analytical abilities with attention to detail, exceptional client service and relationship management, and excellent leadership and interpersonal skills. The ability to effectively plan, supervise, budget, and execute tax engagements is necessary, along with a proactive approach to identifying additional services for existing clients.

When answering this question, highlight your previous experiences where you have successfully led tax engagements. Discuss specific roles you played, outcomes achieved, and how you handled any challenges that arose.

Explain your systematic approach to reviewing tax returns, including double-checking calculations, validating the documentation, and keeping meticulous records. Emphasize your attention to detail and any specific tools or methodologies you use to maintain accuracy.

Think of a specific instance where you went above and beyond for a client. Discuss the steps you took to understand their needs, how you addressed any issues, and the positive outcome. Highlight the importance of communication and trust in building client relations.

Discuss your leadership style and how you approach team management. You can mention one-on-one meetings, providing constructive feedback, and fostering an environment of open communication. Share an example that illustrates your mentoring experience.

Detail your methods for staying informed on tax regulations, including attending workshops, pursuing continuing education, and following industry news. Mention specific resources that you rely on for the latest updates.

Be honest about the challenges while focusing on how you overcame them. Articulate the problem, the steps you took to resolve it, and what you learned from the experience that could be applied in future scenarios.

Outline your process for budgeting, including analyzing historical costs, estimating staff time, and identifying potential risks. Emphasize your analytical skills and how you ensure profitability on engagements.

Explain your time management strategies, including how you assess urgency, delegate tasks, and ensure quality control under pressure. Give examples of how you applied these techniques successfully in past roles.

Share what aspects of being a Senior Tax Manager resonate with you the most, such as building relationships with clients, solving complex tax issues, or leading a dedicated team. Be genuine in your response to demonstrate your passion for the role.

Discuss your conflict resolution approach, focusing on active listening and understanding the client's perspective. Outline the importance of transparent communication and finding a common ground to resolve the issue amicably.