Tax Manager / Partner

Job Summary We are seeking a highly experienced and strategic Tax Manager / Partner to join our dynamic professional services firm. This leadership role offers the opportunity to oversee complex tax planning, compliance, and advisory services across diverse client portfolios. The ideal candidate will possess extensive tax expertise, a strong background in public accounting, and a proven track record of fostering client relationships and driving firm growth. As a key member of our leadership team, you will contribute to shaping the firm's direction while ensuring the delivery of exceptional tax solutions aligned with current regulations and industry standards. Duties Lead comprehensive tax planning initiatives, including estate planning, corporate tax strategies, and compliance for high-net-worth individuals and corporate clients. Oversee the preparation and review of tax returns, ensuring accuracy and adherence to federal, state, and local regulations. Manage complex tax issues related to securities law, mergers & acquisitions, non-profit accounting, LIHTC (Low-Income Housing Tax Credit), and other specialized areas. Develop and maintain strong client relationships through proactive communication, tailored advice, and exceptional service delivery. Supervise and mentor junior staff in auditing procedures, financial report writing, GAAP (Generally Accepted Accounting Principles), and technical accounting practices. Ensure compliance with SOX (Sarbanes-Oxley Act) controls and regulatory reporting requirements. Drive business development efforts by identifying new opportunities in financial services, investment management, private equity, and other sectors. Collaborate with cross-functional teams on financial analysis, budgeting, asset management, and financial software implementation such as QuickBooks, Sage, Xero, and accounting software platforms. Conduct detailed financial statement interpretation and analysis to support strategic decision-making. Lead initiatives for process improvements in account reconciliation, balance sheet reconciliation, general ledger reconciliation, and account analysis. Skills Extensive experience in tax accounting with a strong background in public accounting or corporate finance. Proficiency in estate planning, wills & trusts & estate law; familiarity with securities law is advantageous. Deep understanding of GAAP standards, financial concepts, double entry bookkeeping, and regulatory compliance. Strong analytical skills with the ability to interpret complex financial reports and conduct detailed financial analysis. Excellent communication skills for client interaction and team leadership. Knowledge of non-profit accounting practices including accounts payable processes. Ability to manage multiple priorities efficiently while maintaining attention to detail. This position offers an exciting opportunity for a dedicated professional eager to lead within a reputable firm while expanding their influence across diverse financial disciplines. We welcome candidates committed to excellence in tax services who aspire to grow into a pivotal leadership role within our organization.

Pay:

$120,000.00 - $160,000.00 per year

Benefits:

401(k) Continuing education credits Flexible schedule Health insurance

Work Location:

In person