Senior Tax Manager – Individual Tax

🕒 July 27

🇺🇸 United States – Remote

💵 $141k - $170k / year

⏰ Full Time

🟠 Senior

💰 Tax

Where this job comes from

Posted on Stambaugh Ness's careers page, not through a job board

First seen by Remote Rocketship July 27

Still open on Stambaugh Ness's site. Checked 26 minutes ago.

Logo of Stambaugh Ness

Stambaugh Ness

201 - 500 employees

🏗️ Construction

🏭 Manufacturing

📦 Logistics

Construction • Manufacturing • Logistics

Stambaugh Ness is a professional services firm specializing in solutions for architecture, engineering, construction, real estate, manufacturing, distribution, and professional services industries. The firm offers a range of services including accounting and audit, business strategy development, mergers and acquisitions advisory, tax planning and incentives, and technology solutions such as cybersecurity and managed IT services. Additionally, Stambaugh Ness provides tailored M&A solutions for architecture, engineering, and construction firms, leveraging their deep understanding of the unique challenges faced by these sectors. With a focus on collaborative and forward-thinking approaches, Stambaugh Ness helps businesses achieve their strategic growth and transition goals.

📋 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.

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