Senior Tax Manager
Atlanta
Senior Tax Manager
Full Time • Atlanta
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Paid time off
- Training & development
Senior Tax Manager
Boutique Tax & Advisory Firm (High-Touch, Growth-Focused)
Position Overview
We are seeking a Senior Tax Manager to lead our tax review, planning, and client advisory functions within a high-growth, boutique tax and accounting firm.
This role is designed for a technically strong, client-facing leader who can own the review process, develop staff, and deliver proactive tax strategy to business owners and high-income individuals.
The ideal candidate thrives in a high-performance, relationship-driven environment and is motivated by building systems, improving processes, and elevating client experience.
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Key Responsibilities
1. Tax Review & Compliance Oversight
• Review complex business and individual tax returns (1120S, 1065, 1120, 1040)
• Ensure accuracy, completeness, and strategic optimization of all filings
• Reduce review notes and rework through team training and systems
• Maintain firm-wide quality control standards
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2. Tax Planning & Advisory
• Lead and deliver proactive tax planning for business owners and high-net-worth clients
• Identify and implement advanced strategies (entity structuring, 199A, compensation optimization, etc.)
• Collaborate with bookkeeping and CFO services to ensure planning is data-driven
• Participate in client strategy meetings and year-round advisory
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3. Team Leadership & Development
• Manage and mentor tax staff and preparers
• Train team on technical tax matters and firm processes
• Improve staff efficiency, accuracy, and independence
• Conduct performance reviews and contribute to hiring decisions
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4. Workflow & Process Management
• Oversee return workflow from preparation to final delivery
• Identify bottlenecks and implement process improvements
• Help build scalable systems and SOPs
• Ensure deadlines are consistently met without partner intervention
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5. Client Relationship Management
• Serve as a primary point of contact for key clients
• Communicate complex tax concepts in a clear, confident manner
• Build long-term client relationships through proactive communication
• Identify opportunities to expand services (bookkeeping, planning, advisory)
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Success Metrics (KPIs)
This role will be measured on:
• Review Efficiency: Turnaround time on returns
• Accuracy Rate: Reduction in reviewer corrections and rework
• Client Retention & Growth: Expansion of services within existing clients
• Realization Rate: Minimizing write-downs
• Staff Development: Team performance and independence
• Planning Revenue Growth: Increased advisory engagement
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Qualifications
Required
• 5–10+ years of tax experience in public accounting
• Strong experience reviewing business returns (S-Corp, Partnership)
• Proven experience managing staff and reviewing work
• Deep understanding of tax strategy for business owners
• Excellent communication and client-facing skills
Preferred
• CPA or EA (strongly preferred but not required)
• Experience in a boutique or high-touch firm environment
• Experience with tax planning and advisory services
• Familiarity with Thomson Reuters suite (UltraTax, Practice CS, etc.)
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Compensation & Structure
• Base Salary: $100,000-$125,000 (depending on experience)
• Performance Bonus tied to:
• Production
• Team KPIs
• Client growth
• Upside Potential: Leadership track into Director / Partner role
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Why This Role Is Different
• You will lead, not just review
• You will be involved in real tax strategy, not just compliance
• You will help build a top-tier boutique firm model
• You will work with high-quality clients (not volume-driven returns)
• You will have direct impact on firm growth and systems
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Ideal Candidate Profile (What “A Players” Look Like Here)
• Thinks like an owner, not an employee
• Obsessed with accuracy and efficiency
• Strong communicator with confidence in client meetings
• Enjoys mentoring and building teams
• Wants to grow into a leadership role
Compensation: $100,000.00 per year
Delivering is what we do at ITAS, driven by our core values:
Professionalism
We combine top-tier expertise and experience with our energetic approach to Accounting, Finance, and Banking. Whether you’re a regular client or brand new to the team, we’ll treat you with the courtesy and respect you expect of a world-leading Advisory Firm. To us, that means leveraging our business know-how to support your best financial and operational decisions.
Personalized Service
There’s no substitute for personal service. We take a listen-first approach to consultancy that puts you at the center of our business considerations. Once we understand your needs, the team sets about exceeding expectations with transparency and diligence.
Responsiveness
Clients that choose ITAS have rapidly evolving needs. That means response time is often a crucial component of success. Our team is always available with accurate, helpful advice or updates regarding engagement.
Quality
All accounting team members in our company complete 40 hours of mandatory training every year. That means our team is always up-to-speed with the latest changes in tax law and governance. Continuing training and development ensures every member of staff is aligned with our goal; helping a business take a proactive approach to financial management.
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