Tax Manager (Finance)

TL;DR

Tax Manager (Finance): Leading tax compliance and advisory projects for individuals, small businesses, and nonprofits with an accent on complex tax return review and team leadership. Focus on managing diverse tax forms (1040, 1065, 1120, 990), mentoring staff, and providing strategic business insights.

Location: Remote (Must be based in the USA)

Company

Boutique CPA firm based in midtown Manhattan servicing individuals, small businesses, and nonprofits in the New York and New Jersey area since 2008.

What you will do

• Review and prepare complex business and personal income tax returns including Forms 1040, 1065, 1120-S, 1120, 990, and 1041.
• Supervise and mentor staff accountants and tax associates through coaching, feedback, and performance evaluations.
• Manage client relationships and identify opportunities to provide additional business advisory services.
• Oversee project lifecycles ensuring compliance with professional standards, budgets, and timelines.
• Research complex tax issues to provide strategic planning recommendations.
• Collaborate with firm leadership on business development and strategic planning initiatives.

Requirements

• Strong technical expertise in US tax compliance and preparation of complex returns.
• Proven experience in team leadership, mentoring, and staff development.
• Ability to manage high billable hours (approximately 70%) and maintain realization targets.
• Must be authorized to work in the US and reside within the US to utilize PEO benefits.

Culture & Benefits

• Remote-based work arrangement.
• Culture promoting teamwork and a client-first mentality.
• Highly competitive salary and benefits package provided through a Professional Employer Organization (PEO).
• Commitment to professional development and lasting client relationships.