Senior Manager, Tax & Accounting

WFFA Advisors

. Own and grow a significant client portfolio, serving as the senior advisor on complex matters .

Posted 10/2/2026full-timeNew York • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax and accounting, providing technical guidance on complex regulatory issues while leading and developing teams to drive operational efficiency and profitability. Strong relationship management and executive presence are essential for advising clients and participating in firm governance.

Highest-signal resume keywords

CPA CertificationTax Advisory ExpertiseLeadership ExperienceClient Relationship ManagementOperational Efficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceAccounting PrinciplesRegulatory GuidanceQuality ControlPortfolio ManagementPricing StrategyCapacity ManagementProcess ImprovementTechnical DepthPractice Management

Soft Skills

Executive PresenceTeam LeadershipAccountability BuildingStakeholder EngagementCommunity Leadership

Tools & Technologies

Centralized Platform ResourcesGovernance Committees

Certifications & Qualifications

CPAMaster's Degree in Accounting or Tax

Industry Keywords

Client Portfolio ManagementRisk ManagementOperational EfficiencyTax and Accounting ServicesProfessional Leadership

About the role

Key responsibilities & impact

Own and grow a significant client portfolio, serving as the senior advisor on complex matters
Act as final reviewer and release authority on work leaving the firm for the portfolio, within defined risk parameters
Escalate engagements above the stated dollar or risk threshold, attest opinions, novel technical positions, and key strategic relationships to a Partner
Provide technical guidance on the most difficult tax, accounting, and regulatory issues
Oversee quality control across the practice area
Drive portfolio profitability through pricing, capacity management, and operational efficiency
Lead and develop Managers, building accountability and growth in the tier below
Champion technology adoption, process improvement, and use of centralized platform resources
Participate in firm governance, committees, and leadership forums
Report to the partners, with Managers and their teams reporting through the role

Requirements

What you’ll need

Bachelor's degree in accounting or tax; Master's or advanced degree preferred
CPA required where attest sign off or licensure demands it; an exceptional Tax or CAS leader may be considered without a CPA
Significant experience with demonstrated leadership at the Manager level or above
Technical depth to advise on the most complex situations in the service line
Strong executive presence and relationship management with clients, team members, and outside stakeholders
Track record of contributing to practice management and firm operations
Demonstrated ability to build, lead, and retain teams
Active involvement in professional or community leadership preferred
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Discretionary annual bonus tied to firm and individual performance
Benefits plan
Protected nonbillable time for leadership, technology, and process improvement
Access to centralized resources across the Windsor Path platform
Defined path to Partner
Confidential handling of applicant information according to EEO guidelines
Inclusive, respectful, and supportive workplace culture