Senior Tax Manager

C

Connexa Search Group

Senior Tax Manager

Monroe, LA
Full Time
Paid
  • Responsibilities

    Senior Tax Manager

    Summary

    A privately held organization with complex ownership and investment activity is seeking a senior-level tax professional to oversee tax planning, compliance, and advisory support across a portfolio of individuals, trusts, and closely held entities. This position works closely with ownership and executive leadership in a highly confidential, relationship-driven environment and plays a key role in long-term financial strategy.

    Responsibilities

    • Oversee preparation, review, and filing of federal and state tax returns for individuals, trusts, partnerships, and pass-through entities
    • Analyze complex K-1s, investment income, and multi-entity ownership structures
    • Develop and execute tax planning strategies for high-net-worth individuals and affiliated businesses
    • Support trust, estate, and gift-related filings and planning activities
    • Monitor tax law changes and communicate their impact to ownership and leadership
    • Prepare tax projections, multi-entity estimates, and year-end planning models
    • Coordinate quarterly and annual estimated tax calculations and payments
    • Maintain documentation and tracking of tax positions, deadlines, and planning strategies
    • Work closely with external CPAs, attorneys, and wealth advisors to ensure aligned planning and compliance
    • Support cash flow forecasting, net-worth reporting, and entity-level financial coordination
    • Review work prepared by internal staff and third-party providers for accuracy and completeness
    • Establish workflows, controls, and processes to support a scalable internal tax function
    • Identify opportunities to improve efficiency through technology, automation, and better reporting
    • Provide guidance on entity structuring, restructures, and transaction-related tax matters
    • Assist with special projects related to investments, acquisitions, or business changes
    • Handle highly sensitive financial and personal information with discretion and professionalism

    What We’re Looking For

    • CPA required
    • Bachelor’s degree in Accounting or Finance
    • 5+ years of progressive tax experience
    • Deep experience with high-net-worth individuals, trusts, partnerships, and closely held businesses
    • Strong technical knowledge of multi-entity, multi-state, and investment-driven tax structures