Tax Senior Manager

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Join to apply for the Tax Senior Manager role at Synectics Inc.

• Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients.
• This individual will work closely with a team of tax professionals and our client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice's tax practice.
• Client Relationship Management:
• Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.
• Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
• Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client's needs.
• Tax Compliance & Planning:
• Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.
• Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients.
• Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.
• Practice Development:
• Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas.
• Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development.
• Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs.
• Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice's ethical standards.
  

Job Overview

• Tax Senior Managers are responsible for ensuring the delivery of high-quality tax services to clients.
• This individual will work closely with a team of tax professionals and our client advocates to manage client relationships, deliver complex tax planning and compliance, and drive the growth of the practice's tax practice.
• Client Relationship Management:
• Serve as the primary point of contact for key clients on complex issues, managing high-level tax planning, compliance, and consulting engagements.
• Build and maintain strong client relationships by providing strategic tax advice, identifying tax-saving opportunities, and addressing client concerns.
• Ensure client satisfaction by delivering timely, accurate, and proactive tax solutions tailored to each client's needs.
• Tax Compliance & Planning:
• Lead the preparation and review of complex tax returns for corporations, partnerships, individuals, trusts, and estates, ensuring compliance with federal, state, and local tax laws.
• Provide advanced tax planning strategies, focusing on minimizing tax liabilities and optimizing tax positions for clients.
• Stay current on changes in tax legislation and regulations, and advise clients on the impact of new laws or opportunities for tax savings.
• Practice Development:
• Identify opportunities to expand services with existing clients, offering additional value-added services in tax and other related areas.
• Lead and manage tax professionals, providing mentorship, guidance, and support to ensure high performance and professional development.
• Conduct regular performance evaluations, provide feedback, and support the professional growth of team members through training and development programs.
• Monitor and manage tax risks for both the practice and clients, ensuring that tax positions taken are defensible and aligned with the practice's ethical standards.
  

Required Qualifications

• Certified Public Accountant (CPA) designation or Enrolled Agent (EA) required.
• 10+ years of experience in public accounting or tax, with a focus on tax compliance, planning, and advisory services.
• Proven experience managing and leading professionals.
• Strong technical knowledge of federal, state, and local tax regulations, including experience with complex tax returns and planning.
• Excellent communication and client relationship management skills, with a proven ability to manage multiple clients and projects simultaneously.
• Demonstrated leadership abilities, including mentoring and developing staff.
• Proficiency in tax software (e.g., UltraTax, Axcess Tax, Lacerte) and Microsoft Office Suite (Excel, Word).
• The ideal candidate is a CPA with 10+ years of experience in tax, a proven track record of working across large teams, and strong technical expertise in tax law and compliance.
• Experience in Trust & Estates.
  

Preferred Skills

• Master's degree in Business Administration, Taxation or other related field.
• Strong business development and networking skills, with a track record of growing client relationships and practice areas.
• Familiarity with project management tools and techniques to streamline workflow and improve team efficiency.
  

Working Conditions

• Office-based position in Cupertino or Santa Cruz with the potential for occasional remote work depending on practice policies.
• Flexibility to work extended hours during peak tax season and when necessary to meet client deadlines.
• Occasional travel may be required for client meetings or practice events.
  

Benefits

• Impact & Influence - A key leadership role shaping the future of our company and industry.
• A Culture of Collaboration - Transparency, inclusiveness, and a team where every voice matters.
• Flexible Work Environment - Remote and hybrid work options to attract the best talent, regardless of location.
• Competitive Compensation - A strong salary and equity package-you'll share in our success.
• Comprehensive Benefits - Health, dental, vision, 401(k) with match, and more.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Staffing and Recruiting

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