What are the responsibilities and job description for the Senior Tax Manager position at Navigate Search?
Senior Tax Manager
Location: Stamford, CT
Firm Type: Regional Public Accounting Firm
Opportunity: Path to Partner
We’re working with a highly respected regional CPA firm in Stamford, CT, known for its deep client relationships, technical excellence, and supportive culture. The firm is actively seeking a Senior Tax Manager to join their leadership team with a focus on High-Net-Worth individuals, real estate investors/developers, and closely held businesses. This is a strategic hire with a clear path to Partnership for the right individual.
What You’ll Do:
- Lead and review complex tax engagements for HNW individuals, real estate partnerships, and privately held businesses across various industries
- Provide strategic tax planning, compliance, and advisory services tailored to sophisticated client needs including succession planning, estate and trust matters, and investment structuring
- Manage, develop, and mentor a team of tax professionals while fostering a collaborative and growth-oriented environment
- Serve as the primary relationship manager for a select group of key clients
- Identify and execute on business development opportunities in collaboration with firm leadership
- Stay up to date on federal and state tax developments impacting client portfolios
What We're Looking For:
- CPA required; MST or advanced tax certification a plus
- 8 years of experience in public accounting, with a strong focus on individual, partnership, and S-corp taxation
- Deep understanding of real estate tax issues, investment partnerships, and estate planning concepts
- Proven track record of managing complex tax engagements and mentoring junior staff
- Strong client relationship skills and a commercial mindset
- Entrepreneurial drive and interest in growing a practice with leadership potential
Salary : $180,000 - $250,000
