Tax Senior Manager (Concentration in High Net Worth & Trust)

Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm – we've been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have won 10 Best Places to Work awards. We're committed to having a positive impact on the employees of our firm and for the clients we serve. If you're someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of accounting, we want to meet you!

TAX SENIOR MANAGER POSITION SUMMARY:

The Senior Tax Manager is responsible for managing the firm’s tax department, maintaining client relationships, and assisting in the growth and sustainability of the department and staff. Primary responsibilities include managing staff workloads, scheduling, new client development, strategy, billing, and production. Additional responsibilities include tax technical knowledge and filing returns both timely and accurately while strategically position our clients and staff for growth and value adding opportunities.

TAX SENIOR MANAGER JOB FUNCTIONS:

Prepares and reviews businesses, individuals, and other entity tax returns

Handles routine client matters and technical questions, and provides tax advice to clients

Manages and maintains direct relationships with clients

Targets and acquires new clients in collaboration with other business development activities

Drives value to clients through strategic tax planning, succession and ownership planning, ownership agreement structures, compensation planning, mergers and acquisitions, and entity selection

Prepares and manages billing processes and procedures on a monthly basis

Oversees tax departments staffing, strategy, processes & procedures, and performance to goals

Leads federal, state, and local tax examinations and mediation

Prepares federal, state, and local provisions for income taxes (preferred, not required)

Understands ASC 740 Accounting for Income Taxes

Participates in Firm committees and activities

Promotes the Firm positively in the community and through professional organizations involvement

Performs other duties as assigned

TAX SENIOR MANAGER QUALIFICATIONS:

Bachelor’s degree in Accounting

7+ years of public accounting or equivalent industry experience

3+ years of management experience

CPA certification in good standing

Advanced computer literacy, including proficient use of all Microsoft Office products

Valid driver’s license and safe driving record

Demonstrated client relationship management as well as collaboratively within a team setting

Strong organizational skills and the ability to handle multiple responsibilities and meet deadlines

Provides team-members with timely, accurate, and constructive feedback regarding performance

Desire to have fun with your work and to contribute to our unique company culture

Awesome Perks for Our Team: At Brixey & Meyer, we know that happy, healthy employees make the best teammates. That’s why we go beyond the basics to offer top-tier benefits, work-life balance, and a culture that has earned us Best Places to Work Recognition 10 times!

Day-One Medical, Dental, and Vision Insurance: Your health matters, and we make sure you’re covered from the start.

Lifestyle Spending Account: Use this flexible benefit for wellness, fitness, or other personal expenses, enhancing your overall well-being.

Pet Insurance: Because we know your furry friends are family, too!

401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.

Holiday Pay & Flexible Time Off: Take the time you need to relax, recharge, and enjoy life.

Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.

Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.

Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.

Why Join Brixey & Meyer? Be part of a dynamic team that values your expertise, fosters growth, and encourages innovation. You’ll work with diverse clients, tackle exciting challenges, and make a real impact while enjoying a fun, supportive environment where your contributions are celebrated.

Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer.

Brixey & Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.