A Tax Manager manages tax reporting and advises on tax planning for a company. Maintains current knowledge of federal, state and local tax codes and ensure that company tax filings are in compliance with the law. Manages tax accounting staff.
$125,000 - $175,000 Position Summary This person is responsible for managing multiple tax engagements, supervising and mentoring staff, and delivering high-quality tax and accounting services to a diverse client base. This position requires strong technical tax knowledge, leadership skills, and the ability to manage client relationships while ensuring engagements are completed accurately, efficiently, and within established deadlines. This position will require the review of staff prepared workpapers supporting the preparation of various tax returns and financial statement engagements before partners final review, as well as assisting firm staff members throughout their completion of these engagements. This person serves as a trusted client advisor by providing any necessary tax planning, research, and consulting services and plays an integral part in staff development, workflow management, and maintaining the firm's commitment to exceptional client service. Essential Duties and Responsibilities Tax Services Manage multiple tax engagements from planning through completion. Prepare and review federal, state, and local tax returns for: C Corporations S Corporations Partnerships Fiduciaries Individuals Prepare and review tax projections and estimated tax calculations. Conduct tax research and prepare technical memoranda, written correspondence, and client guidance. Provide tax planning and consulting services to clients. Research complex tax issues and recommend practical solutions. Ensure compliance with applicable tax laws, regulations, and professional standards. Accounting and Financial Reporting Oversee month-end and year-end accounting close processes. Review general ledger activity and balance sheet reconciliations. Review and assist with the preparation of compiled and reviewed financial statements, including required disclosures and engagement checklists. Assist clients with financial reporting and accounting matters. Support external audit engagements as needed. Client Management Manage and maintain relationships with multiple clients across various industries. Communicate engagement progress, issues, recommendations, and resolutions through written and verbal correspondence. Anticipate engagement risks and proactively develop solutions. Ensure engagements are completed efficiently while maintaining high-quality standards and client satisfaction. Leadership and Staff Development Supervise, mentor, train, and develop professional staff. Review staff workpapers, tax returns, and financial statements for accuracy and completeness. Provide timely coaching, performance feedback, and technical guidance. Assist with staff scheduling, workflow management, and engagement assignments. Foster a collaborative and professional team environment. Qualifications Strong technical knowledge of federal and state taxation for individuals and business entities. Excellent accounting, analytical, and problem-solving skills. Strong tax research abilities. Exceptional attention to detail and organizational skills. Ability to prioritize multiple engagements and consistently meet deadlines. Excellent written and verbal communication skills. Strong leadership and supervisory abilities. Proficiency in Microsoft Office, including advanced Microsoft Excel. Experience with QuickBooks. Experience with tax and practice management software such as Lacerte, Engagement, Practice Management, and Workstream is preferred. Education and Experience Bachelor's degree in Accounting required. Master's degree in Taxation or Accounting preferred. CPA license preferred; active CPA license is a strong plus. Minimum of 10 years of recent public accounting experience in a CPA firm. Previous supervisory or management experience required. Foreign tax experience is a plus. Benefits Competitive salary (commensurate with experience) Health, dental, and vision insurance Healthcare spending or reimbursement account (FSA) Simple IRA with employer contribution Disability insurance Life insurance Paid time off Work Schedule Full-time Monday through Friday Additional hours during peak tax season as needed In-office position
Job Type:
Full-time Pay:
$125,000.00 - $175,000.00 per year
Benefits:
Dental insurance Disability insurance Family leave Food provided Health insurance Life insurance Opportunities for advancement Paid sick time Paid time off Pet insurance Retirement plan Vision insurance Ability to
Relocate:
Melville, NY 11747: Relocate before starting work (Required)
