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Frazier & Deeter, LLC

Passthrough Tax Senior Manager

Reposted 6 Days Ago
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In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
As a Passthrough Tax Senior Manager, you will manage complex client engagements, advise on tax planning for partnerships and S corporations, and lead a team while developing client relationships.
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Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.  

Job Summary:

As a Passthrough Tax Senior Manager, you work closely with partners, staff, and clients and are responsible for planning, managing, reviewing, and completing complex client engagements. You focus on partnerships, S corporations, and other flow through entities, advising clients on tax planning, structuring, and compliance matters. You serve as a leader within the practice, guiding teams, supporting the development of staff, and playing a key role in building client relationships and growing the firm’s passthrough practice. 

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. 

Duties & Responsibilities:

  • Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns
  • Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
  • Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development
  • Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
  • Monitor engagement profitability through managing budgets, billing, and client expectations effectively
  • Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Education & Experience: 

  • A Bachelor’s degree and/or Master’s degree in Accounting
  • Active CPA license required.
  • 8+ years of progressive public accounting experience, with a focus on Passthrough Tax compliance and consulting, including preparation and review of partnership and S corporation returns (Forms 1065 and 1120S). 
  • Experience with multi-state tax filings and nexus considerations
  • Proven expertise in overseeing complex client engagements and delivering high-quality client service
  • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
  • Ability to develop tax planning strategies for clients
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates

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