Tax Senior Manager
At HTB, accounting isn’t just our profession—it’s our passion. We’re more than a CPA firm; we’re a team of dedicated professionals focused on helping clients grow through personalized accounting, tax, assurance, and consulting services. But just as importantly, we’re committed to helping you grow. Whether you're launching your career or advancing to the next level, HTB provides the tools, mentorship, and flexibility you need to succeed.
We believe in creating an environment where people feel supported, valued, and empowered to grow. From robust financial benefits to work-life flexibility and professional development opportunities, we provide a workplace where people feel empowered to succeed.
We don’t just invest in careers; we invest in people. Because when our team thrives, so do our clients.
Why join our Tax Team?
Our Tax Team is the place for professionals who enjoy independent work with strong support behind them when needed. You’ll have the chance to build real relationships with clients and team members, not just process numbers. From preparing returns to reviewing and guiding at more experienced stages, you’ll be hands-on and client-facing. With clear career progression and endless opportunities for growth, you’ll always know what’s next and have the resources to get there.
What sets HTB Apart?
- Paid and Banked Overtime - Your extra effort is recognized & rewarded with options to receive overtime pay or bank hours for future paid time-off
- Generous Time-Off - Enjoy paid vacation, sick leave, holidays, & early summer Fridays that support a healthy work-life balance
- Comprehensive Benefits - Our full benefits package includes medical, dental, vision, & supplemental insurance along with 401(k) retirement plan options
- Flexible & Hybrid Schedules - Work where you are most productive, with scheduled options that support both structure and freedom
- Growth-Focused Culture - Take advantage of our internal THRIVE Development Program designed to guide your career at every stage
- Employee Communities - Build relationships with your peers through our Young Professionals Organization (YoPreaux) & Women's Initiative Network (WIN)
About the Role
The primary responsibility for a firm’s practice rests with the Partners and the assignment of Senior Managers to engagements enabling the Partners to serve a larger number of clients effectively. Senior Managers must have a complete knowledge of the firm’s philosophy and the culture. Senior Managers must maintain and develop expertise in the niche areas they service. Senior Managers are the liaison between the Partner, the client, and the professional staff.
Primary Responsibilities
- Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client’s business rather than mere routine attendance to immediate problems
- Reviews all returns with the exception of those dealing with specialized issues requiring the expertise of another Senior Manager
- Acts as a resource for tax staff, senior tax accountants, and tax Managers
- Communicates tax developments to the firm
- Represents clients before the IRS
- Delegates work to tax staff, senior tax accountants, and supervises work
- Participates in tax department administrative projects
- Exhibits time management and organization skills
- Reviews staff assignments, making certain they are appropriate; since this is a continuing duty, the Senior Manager must be fully familiar with the qualifications of all staff members
- Follows the progress of the work in relation to budgeted time and scheduled dates of completion and anticipates the problem areas and questions that might arise
- Keeps the Partner informed of all important developments in the engagement, analyzes any issues and recommends solutions
- Resolves problems with the Partner’s approval and reviews the returns
- Deals directly with the client’s attorney or brokers, taxing authority agents, and other third parties
- Prepares timely staff performance evaluations and discusses them with the staff members
- Promotes the most efficient operation of the firm by planning assignments and managing professional personnel. Should work to develop a responsible and trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs
- Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, and writing articles for publications
- Maintains a knowledge of general economic and political trends, and other legislation that could affect the business climate
- Prepares other reports and projects as requested from time to time by the Partners
- Actively initiates and participates in firm marketing activities
- Develops strong relationships with appropriate referral sources and follows up with contacts to develop client prospects or new work
- Is attentive to the responsibility of his/her people development roles
- Assists in assimilating new hires into the firm and assists in recruiting activities
- Consistently achieves realization targets
Education, Experience, & Certifications
- Bachelor’s degree in accounting from a four-year college or university
- Eight plus (8+) years related experience and/or training, or an equivalent combination of education and experience
- Must currently hold an active CPA License in good standing
HTB is an equal opportunity employer. Employment decisions are made without regard to race, color, age, sex, sexual orientation, national origin, religion, disability, protected veteran status or other protected classifications.
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