Senior Tax Manager – Individual Tax

🔥 2 hours ago

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Stambaugh Ness

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1918

💼 Consulting

🏗️ Construction

🤝 B2B

Consulting • Construction • B2B

Stambaugh Ness is a professional accounting and consulting firm focused on serving architecture, engineering, and construction (AEC) firms. It provides advisory services (including M&A, transaction and transition advisory, strategic growth, and government contracting advisory), tax and state/local/international tax planning, assurance and audit services, workforce and valuation support, and wealth management. The firm also offers technology and managed services tailored to AEC firms—ERP and Deltek Ajera/Vantagepoint consulting, cloud and data solutions, IT compliance and cybersecurity, managed IT support, and fractional leadership—to help clients improve project visibility, operational efficiency, and cybersecurity posture.

📋 Description

• Serve as a trusted advisor to business owners, executives, and high-net-worth individuals, providing sophisticated tax planning, compliance, and consulting services. • Serve as a technical leader for individual and owner-level taxation matters. • Advise business owners and executives on tax planning strategies, including: Pass-through entity taxation, Estimated tax planning, Compensation planning, State and local tax considerations, Succession and exit planning, Wealth preservation strategies. • Review tax projections and planning analyses that support client decision-making. • Research complex tax issues and provide practical recommendations. • Build trusted relationships with clients and serve as a strategic advisor throughout the year. • Participate in planning discussions related to tax, business, and ownership matters. • Collaborate with attorneys, financial planners, bankers, and investment advisors. • Review complex individual, fiduciary, gift, and related tax returns, including Forms 1040, 1041, and 709. • Mentor, coach, and develop Tax Managers, Senior Associates, and Staff.

🎯 Requirements

• Bachelor's degree in Accounting or a related field. • Active CPA or EA license • 7+ years of public accounting tax experience. • Strong technical knowledge of: Individual taxation, Fiduciary taxation, Partnership taxation, S corporation taxation, Owner-level tax planning • Experience reviewing complex Forms 1040, 1041, and 709. • Experience advising closely held business owners and executives. • Excellent communication, project management, and relationship-building skills. • Ability to mentor and develop professionals across multiple levels.

🏖️ Benefits

• Choose from three medical plans designed to fit different needs and budgets. • Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support • Recharge with our flexible PTO policy and enjoy 10 paid holidays • Maximize your health and dependent care through employer-backed HSAs and FSAs • Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability • Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options.