Position Title: Senior Tax Manager
Location: Birmingham, AL (35209)
About the Role
Our client in Birmingham is seeking a Senior Tax Manager to serve as a primary technical lead. This person will own the technical quality of the firm's work product, serve as a trusted advisor to clients, and develop the next generation of technicians on the team. Business development is explicitly not a requirement of this role, the focus is entirely on technical excellence, client experience, and staff development. The Senior Tax Manager works in close partnership with a Team Leader who owns workflow and production, allowing the Senior Tax Manager to focus purely on quality, technical judgment, and client experience rather than scheduling or capacity.
Key Responsibilities
• Serve as a senior technical presence and trusted advisor across client engagements, delivering a consistent, high-quality experience
• Lead proactive, timely client communication throughout the engagement process so no client is left wondering where their work stands
• Deliver tax planning and advisory conversations that add value beyond compliance
• Serve as the firm's technical authority on federal and state tax matters, including individual, corporate, partnership, and trust returns, as well as GAAP and bookkeeping standards
• Act as the final quality gate before any deliverable reaches the client, maintaining a rework and filing error rate below 1% on signed returns and reviewed deliverables
• Review and sign tax returns as CPA of record with full due diligence and documented review, taking responsibility for the accuracy, compliance, and defensibility of signed returns
• Ensure all engagements comply with applicable standards including IRC, GAAP, and SSARS where applicable
• Review reconciliations, financial statements, and journal entries for completeness and accuracy, and own the technical correctness of month-end close and client accounting deliverables
• Mentor and develop staff and senior accountants into stronger technicians through review feedback and coaching, serving as the team's go-to technical resource
• Identify and cultivate at least one high-potential team member on an ongoing basis
• Keep firm SOPs and technical best practices current as standards evolve
Required Qualifications
• Active CPA license required; experience as CPA signor of record preferred
• Several years of progressive public accounting experience with a strong tax focus
• Expert-level command of complex tax structures, compliance requirements, and GAAP
• Experience reviewing and signing individual, corporate, partnership, and trust returns
• Proficiency with UltraTax CS, QuickBooks, TaxDome, or comparable software
• Strong judgment on risk, position, and documentation, with the ability to escalate appropriately
• Ability to translate technical complexity into clear guidance for both clients and staff
• Comfortable in a fast-paced, seasonal workflow, with the ability to steady a team under deadline pressure
• Self-directed and accountable, willing to both coach and be coached
What Makes This Opportunity Different
• A role built entirely around technical excellence and client experience, with no business development quota or personal book requirement
• A firm that has sustained client retention above 90 percent through consistency and quality of work rather than individual relationships
• A clearly defined partnership with a Team Leader who owns production and workflow, freeing the Senior Tax Manager to focus purely on technical judgment and staff development
• A culture built around reliability, transparency, integrity, excellence, and genuine investment in developing people
This is a strong opportunity for a technically driven CPA who takes pride in the quality of their work, enjoys developing people, and wants to operate as a true leader within a firm that values reliability, integrity, and excellence above all else.
For immediate consideration, please contact Gatlin Johnson or Gage Plueger directly.
About The Agency Recruiting
The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.
All career opportunities listed on The Agency Recruiting's official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.
Equal Employment Opportunity Statement
The Agency Recruiting follows Equal Employment Opportunity guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.