Tax & Accounting Manager

TL;DR

Tax & Accounting Manager: Oversee all aspects of tax compliance, planning, preparation, review, and accounting with an accent on tax research, client strategies, and financial reporting. Focus on preparing various tax returns (Individual, Fiduciary, Corporate, Partnership, Multistate), applying tax laws to clients, and coordinating complex accounting projects.

Location: Hybrid in Woodbury, NY 11797; reliably commute or planning to relocate before starting work required. Part of US East Coast-based team with typical working hours aligning with EST.

Salary: $135K – $160K annually

Company

Independent, full-service accounting and advisory firm specializing in services for businesses and individuals, with offices in Long Island, NYC, and White Plains.

What you will do

• Work in all phases of tax planning, preparation, review, compliance, and research.
• Prepare various tax returns including Individual, Fiduciary, Corporate, Partnership, and Multistate.
• Apply knowledge of tax laws, regulations, and industry concerns to clients and recommend strategies.
• Coordinate complex accounting projects and initiatives with the accounting team.
• Supervise staff accountants, provide feedback, evaluate progress, and manage client relationships.
• Review engagement work papers, resolve issues, and assist in administrative functions.

Requirements

• Bachelor’s degree in accounting (Required)
• CPA (Required)
• At least 7+ years of experience in a CPA firm (Required)
• Experience using UltraTax CS, Checkpoint, Microsoft Office Suite, and Intuit products (Preferred)
• Real Estate background (Preferred)
• Proficient in tax software, detail-oriented, and able to manage multiple tasks.

Nice to have

• Real Estate background
• Experience with UltraTax CS, Checkpoint, and Intuit QuickBooks

Culture & Benefits

• Health, Dental, and Vision Insurance (options for fully paid employee-only coverage for health and dental)
• Company-Paid Life and Long Term Disability Insurance
• Ancillary Benefits: supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, including access to Becker and LinkedIn Learning
• Flexible schedule for work-life balance, supportive and inclusive workplace