At Daniels & Erickson, our employees are given the opportunity to work on complex projects with marquee clients and the ability to advance professionally in a workplace setting that both cultivates and rewards the enhancement of technical knowledge and skills. We foster an environment based on learning and allow our employees to grow through hands on work experience, participation in training programs, and strong mentoring relationships. If you want to be a part of a growing and exciting organization, consider your opportunities with Daniels & Erickson.

Senior Tax Manager/Director – Investment Partnership/Individual and Trust emphasis

Job Summary:

In this role, the Senior Tax Manager/Director will collaborate closely with an existing shareholder to provide compliance and consulting services to a large family office client. This engagement is comprised of large investment partnerships including multiple investors and complicated income allocations. In addition to reviewing tax returns, the Senior Tax Manager/Director will participate in identifying client issues, providing solutions, and communicating directly with the client. The Senior Tax Manager/Director must possess strong written communication and oral presentation skills, conduct tax research efficiently, and supervise and mentor several members of the team.

Knowledge & Skills Requirements:

• Bachelor’s degree in Accounting, Master of Taxation degree preferred.
• CPA License required (or state bar).
• 10 years tax experience in a public accounting firm (with at least 5 years in a relevant Senior Manager or Director role).
• Leadership and organizational skills.
• Excellent communication skills, both written and verbal.
• Exceptional interpersonal skills and a natural facilitator.
• Outstanding problem solving and analytical skills.
• Proficient use of technology including MS Excel.
• Experience mentoring and training team members.
• Presents themselves and the firm in a professional manner.

Other Requirements:

• This is a hybrid position, four days in-office, one pre-selected day from home.
• This position is salaried and exempt from overtime pay; scheduled overtime will be required in the eight (8) weeks leading up to April 15 and October 15 deadlines.

Benefits:

• Subsidized medical insurance (minimum 30 hours/week schedule).
• 401(k) match.
• 401(k) profit sharing plan.
• Bonus potential.
• Reimbursement for licensing and professional development.
• 160 hours (four weeks) of annual vacation.
• Nine (9) paid annual holidays.
• Life insurance.
• Short- and long-term disability coverage (minimum 20 hours/week schedule).

All candidates must be U.S. Citizens or authorized to work in the U.S.