Tax Manager

Tax Manager - HYBRID Opportunity | Excellent Compensation $ | Growing Investment Company!

This Jobot Job is hosted by: Tammy RiveraAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $125,000 - $150,000 per year

A bit about us:

We are a growing, full-service CPA and advisory firm serving privately held businesses, high-net-worth individuals, family offices, and emerging companies across a variety of industries. Our firm is committed to delivering exceptional client service while fostering a collaborative and entrepreneurial culture where professionals can build rewarding, long-term careers.With a strong reputation for technical excellence and client partnership, we provide tax compliance, consulting, and strategic planning services designed to help our clients navigate complex financial and regulatory environments.

Why join us?

Competitive compensationClear path for career advancement and partnership opportunitiesCollaborative leadership team and supportive cultureExposure to sophisticated tax planning and advisory engagementsComprehensive benefits package including medical, dental, vision, 401(k), and paid time offOpportunity to lead and mentor high-performing tax professionals

Job Details

The Senior Tax Manager will be a key leader within the Tax Practice, responsible for managing client relationships, overseeing tax compliance and planning engagements, and mentoring a team of tax professionals. This role requires strong technical tax expertise, leadership capabilities, and a client-focused mindset to deliver high-quality tax solutions and strategic guidance.

Key Responsibilities

Manage a portfolio of business and individual tax clients.Review complex federal, state, and local tax returns.Lead tax planning and consulting engagements for closely held businesses and high-net-worth individuals.Identify and implement tax-saving strategies for clients.Serve as a trusted advisor to clients on tax and business matters.Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.Supervise, mentor, and develop Tax Managers, Seniors, and Staff.Review workpapers and ensure compliance with firm quality standards.Participate in business development activities and assist with client retention efforts.Monitor changes in tax legislation and assess impacts on clients.Collaborate with partners and other service lines to deliver integrated client solutions.

Qualifications

Bachelor's degree in Accounting, Finance, or related fieldActive CPA license required8+ years of public accounting tax experienceProgressive experience managing complex tax engagementsStrong knowledge of federal, state, and local tax regulationsExperience reviewing partnerships, S-corporations, C-corporations, trusts, estates, and individual tax returnsDemonstrated leadership and staff development experienceStrong communication, presentation, and client relationship management skillsExperience with tax software and research platforms

Preferred Experience

Multi-state taxationHigh-net-worth individual tax planningPass-through entity taxationMergers & acquisitions tax consultingEstate and trust taxationBusiness advisory and consulting services

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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