Senior Tax Manager
Senior Tax Manager
Prosperity Partners ("Prosperity") is a Chicago-headquartered professional services firm offering best-in-class tax, accounting, transaction advisory and personal finance services to dynamic businesses, high-net-worth individuals, and family offices throughout the United States. With offices throughout the United States and private equity-backing, Prosperity is seeking an energetic, experienced Senior Tax Manager to support our growing tax practice. The candidate must have a strong work ethic, exceptional leadership qualities and at least ten years' public accounting experience.
Key Responsibilities:
- Minimum of ten years’ experience at a regional, national or multi-national accounting firm;
- Lead complex tax engagements from planning through delivery, including the preparation and review of sophisticated business, individual, trust, estate, and multi-state tax returns;
- Advise clients on complex tax matters, including estate planning, acquisitions, mergers, restructurings, entity formations, and other strategic transactions;
- Research, analyze, and communicate solutions for federal, state, and local tax issues;
- Partner with office leadership in transitioning and expanding key client relationships while maintaining continuity of service and trusted advisor status;
- Develop and mentor tax professionals while providing technical guidance;
- Draft technical memoranda, client communications, and correspondence with tax authorities;
- Champion the adoption of AI and technology solutions that enhance team productivity, streamline processes, and elevate client service delivery;
- Actively identify growth opportunities within existing client relationships, participate in new business development efforts, and contribute to office revenue growth initiatives;
- Support the office's long-term succession planning objectives by serving as a future leadership resource and helping maintain continuity of key client relationships;
- The role offers a defined pathway toward office leadership and partner level opportunities for the right candidate.
Key Responsibilities:
- Minimum of ten years’ experience at a regional, national or multi-national accounting firm;
- Minimum ten years’ experience in a regional, national, or multinational public accounting firm;
- CPA certification required; Master's in Taxation (MST) or similar advanced degree preferred;
- Bachelor's degree in Accounting or a related field from an accredited four-year university;
- Significant experience advising clients on estates, trusts, acquisitions, business restructurings, entity planning, and other advanced tax matters;
- Strong technical knowledge of federal, state, and local taxation, including flow-through entities, high-net-worth individuals, trusts, and multi-state tax issues;
- Proven ability to serve as a trusted advisor to business owners, executives, high-net-worth individuals, and family groups;
- Strong leadership skills with a history of mentoring and developing tax professionals;
- Experience identifying and developing new business opportunities;
- Excellent written and verbal communication skills, including the ability to present technical concepts clearly to clients and colleagues;
- Understanding of firm operations, including budgeting, billing, and practice management;
- Demonstrated ability to step into complex client situations, build trust quickly, and provide confident technical leadership;
- Availability to work in the Bloomfield Hills office on a hybrid schedule.
Prosperity Partners is a people-focused professional services firm with a strong culture, talented professionals, and exceptional clients. We offer a dynamic environment, significant growth opportunities, equity participation, competitive compensation, and comprehensive benefits. We are seeking a leader who combines excellent management skills with a high EQ and strong interpersonal skills and who is excited to help shape the future of a rapidly growing national business.
Skills
As published by greenhouse · 4 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter
Pick from a list (4)
- Do you currently hold a CPA certification?
- Are you legally authorized to work in the United States?
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
- Are you willing to undergo a background check, in accordance with local law/regulations?