Tax Manager (Finance)

TL;DR

Tax Manager (Finance): Managing federal, state, and local tax compliance and advisory services for high-wealth individuals and corporate clients with an accent on tax planning and complex return review. Focus on supervising tax staff, ensuring regulatory compliance, and maintaining strong client relationships.

Location: Hybrid (New York City). Must be based in or be able to relocate to New York City and align working hours with EST.

Salary: $150,000 – $175,000 annually

Company

Independent, full-service accounting and advisory firm specializing in consulting services for businesses and individuals.

What you will do

• Prepare and review a wide variety of complex tax returns, including high-wealth individuals, fiduciaries, corporations, and partnerships.
• Provide high-quality tax planning, advisory, and compliance services across all phases of tax services.
• Identify tax risk management issues and propose practical solutions through research and collaboration with Partners.
• Oversee and coordinate day-to-day engagement workflow, including planning, execution, and wrap-up.
• Supervise, train, and mentor tax staff to foster professional development and collaboration.
• Serve as the primary client interface, building and maintaining strong professional relationships.

Requirements

• Bachelor’s degree in accounting.
• CPA license.
• Minimum of 7 years of experience in a public accounting or CPA firm.
• Ability to reliably commute or relocate to the New York City office before starting work.
• Availability to work according to US East Coast (EST) time zone.

Nice to have

• Experience using CCH Axcess Tax.
• Proficiency with tax research tools and Microsoft Office Suite.

Culture & Benefits

• Comprehensive Health, Dental, and Vision Insurance (options for fully paid employee-only coverage).
• Company-paid Life and Long Term Disability Insurance.
• Classic Safe Harbor 401(k) Plan with employer contributions.
• Professional growth and learning opportunities through Becker and LinkedIn Learning.
• Flexible scheduling to maintain a healthy work-life balance.