Stambaughness

Senior Tax Manager - Individual Tax

Remote (United States) · Senior

Sponsorship not specifiedDetected 27 days ago

Project ManagementAccountingM&ATaxERPCompensationResearchLeadershipCommunication

About the role

Stambaugh Ness is seeking an experienced Senior Tax Manager to join our growing Individual Tax & Owner Advisory practice.
In this role, you will serve as a trusted advisor to business owners, executives, and high-net-worth individuals, providing sophisticated tax planning, compliance, and consulting services.

This position offers the opportunity to work closely with firm leadership, lead complex client engagements, mentor developing professionals, and collaborate across multiple specialty practices to deliver comprehensive solutions that create long-term value for clients.
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.
Client Relationship Management Build trusted relationships with clients and serve as a strategic advisor throughout the year.
Collaborate with attorneys, financial planners, bankers, investment advisors, and other external professionals.
Maintain high standards of technical quality and regulatory compliance.
Leadership & Team Development Mentor, coach, and develop Tax Managers, Senior Associates, and Staff.
Provide technical guidance and review work product to support professional growth.
Help drive operational excellence, scalability, and quality across engagements.

Required Bachelor's degree in Accounting or a related field.
Active CPA or EA license 7+ years of public accounting tax experience.
If you are passionate about client service, technical excellence, and helping business owners navigate complex tax matters, we encourage you to apply.

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.
Preferred Master's in Taxation (MST), J.D., or LL.M. in Taxation.
Experience serving architecture, engineering, construction (AEC), or professional services clients.
Experience supporting mergers and acquisitions, succession planning, or wealth preservation strategies.
Personal Financial Specialist (PFS), CFP®, or similar advisory credential.
Experience with tax technology platforms such as CCH Axcess, GoSystem, or ProSystem fx.
Demonstrated success driving process improvements and practice scalability initiatives.

The salary for this position is commensurate with experience.
A final compensation offer will be based on factors including an individual's skill sets, experience, knowledge, licensure and certifications, and geography.
About Stambaugh Ness At SN, we're a powerhouse of passionate, talented professionals making a real impact, together.
We believe that innovation thrives in an environment of engaged minds, even when fully remote.
Here, you'll be challenged, inspired, and supported by a team that embraces change and envisions the future.
Fast-paced and fast-growing, we have created a close-knit team that genuinely enjoys working together.

Health & Wellness Your Way: 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
Maximize your health and dependent care through employer-backed

This listing is sourced directly from Stambaughness's careers page and normalized into a canonical job model.