Tax Manager II, Individual & Trust

A well-established, growth-oriented public accounting and advisory firm in the St. Louis area is seeking a Senior Tax Manager / Manager II to join its expanding tax practice. The firm has built a strong reputation for exceptional client service, deep technical expertise, and a collaborative, people-focused culture.

This privately held organization provides comprehensive advisory, accounting, tax, and audit services to a diverse client base. The firm is committed to professional development, leadership growth, and creating an environment where employees can build long-term careers.

As a Senior Tax Manager / Manager II, you will play a strategic leadership role overseeing complex tax engagements, strengthening client relationships, mentoring future leaders, and contributing to the firm’s continued growth and innovation.

This opportunity is ideal for a professional seeking leadership visibility, career advancement, and the ability to make a meaningful impact with both clients and colleagues.

The firm offers a highly competitive compensation and benefits package.

Responsibilities

• Lead and oversee complex tax engagements, including planning, review, and delivery of federal, state, and local tax returns
• Serve as a trusted advisor and primary relationship lead for key tax clients, providing proactive tax planning strategies and solutions
• Provide strategic oversight for engagement planning, staffing, workflow management, and risk assessment across multiple engagements
• Review and approve complex tax returns, workpapers, and supporting documentation to ensure technical accuracy and compliance
• Research complex tax matters and provide technical leadership related to evolving tax legislation and regulatory changes
• Monitor legislative and economic developments and advise clients and internal teams regarding potential impacts and opportunities
• Manage engagement financial performance, including budgets, realization, work-in-progress, and profitability
• Communicate engagement status, risks, and key tax matters to firm leadership while recommending strategic solutions
• Mentor and develop high-performing teams through coaching, technical training, and leadership development
• Participate in recruiting, onboarding, and training initiatives that support the firm’s long-term talent strategy
• Support business development efforts, including identifying planning opportunities, expanding services, and participating in proposals and client presentations
• Build and maintain strong relationships with clients, referral sources, and community organizations
• Represent the firm within professional and industry organizations as appropriate
• Participate in firmwide initiatives focused on process improvement, innovation, and client service excellence

Qualifications

• CPA license required
• Bachelor’s degree in Accounting or related field
• 8–10+ years of public accounting experience, preferably focused in tax
• Advanced knowledge of federal, state, and local tax regulations and compliance
• Experience leading complex tax engagements and managing multiple client relationships
• Strong tax planning and advisory capabilities
• Proven leadership experience mentoring and developing staff, seniors, and managers
• Excellent written and verbal communication skills
• Strong organizational, analytical, and strategic-thinking abilities
• Ability to manage multiple priorities while maintaining quality and efficiency
• Proficiency with Microsoft Office applications; experience with tax software preferred
• Experience with individual, partnership, corporate, and other entity taxation

What the Firm Offers

• Collaborative and team-oriented culture
• Leadership visibility and opportunities to influence firm strategy
• Career advancement and long-term growth opportunities
• Diverse client exposure across multiple industries
• Ongoing professional development and leadership training
• Flexible work arrangements, including hybrid/remote options
• Competitive compensation structure
• Comprehensive medical, dental, vision, life, and disability insurance
• Flexible spending account options
• Paid parental leave
• Generous paid time off and paid holidays
• 401(k) with company match
• Team-building and community involvement opportunities