Senior Tax Manager

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Strategic Advisor to Accounting, Wealth, & Legal Firms | M&A, Talent Placement, & Consulting | Lower–Middle Market

About the Firm

Our client is a boutique tax advisory and CPA firm renowned for delivering highly personalized service to high-net-worth individuals, closely held businesses, and their related entities. With a strong focus on proactive planning, sophisticated tax strategies, and long-term relationship management, the firm has earned a reputation for technical excellence, integrity, and client trust.

This role represents a rare opportunity for an experienced tax professional to step into a pivotal leadership position within a well-established and growing practice. The firm is seeking a forward-thinking leader to help guide its next phase of expansion and modernization, with a pathway toward equity for the right candidate.

About the Role

This is not a typical Senior Tax Manager role—it is a build opportunity. The incoming leader will play a critical role in shaping the firm’s future strategy, service model, and organizational infrastructure.

Key Responsibilities Include

• Lead the Tax Team and Deliver Exceptional Work
• Oversee the preparation and review of complex tax filings, including Forms 1040 and 1041.
• Ensure high-quality, timely tax work and deliver strategic planning for an affluent client base while mentoring and growing a team.
• Contribute to the firm’s growth-through-acquisition strategy by playing a key role in welcoming and integrating retiring CPAs, their clients, and team members.
• Serve as a trusted leader who ensures continuity and earns confidence during transitions.
• Collaborate closely with firm leadership to modernize systems, streamline workflows, and build a scalable operational foundation for future service lines and team expansion.

What They're Looking For

• A minimum of 10 years of experience in tax advisory with specialization in HNWIs, S-Corporations, partnerships, and trusts
• CPA license required
• Previous experience at the Manager, Senior Manager or Director level within a CPA firm
• Strong communication and client relationship skills, especially with complex financial structures
• Entrepreneurial mindset with the ability to lead, problem-solve, and build
• Based in Northern Virginia / Greater D.C. or open to relocation

What’s Offered

• Competitive Compensation: Generous base salary, performance bonuses, and a potential equity pathway
• Hybrid flexibility: 2–3 in-office days per week with the autonomy and support to work effectively
• Streamlined infrastructure: Modern tools and smart systems without legacy bloat or bureaucracy
• Collaborative culture: Join a professional, relationship-driven team focused on delivering extraordinary outcomes for clients
• Firm-level leadership: A real opportunity to grow into a senior leadership or equity position

This is a unique chance to do meaningful work at a high level—and help build a modern, high-integrity CPA firm prepared for long-term success.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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