Tax Manager

Tax Manager



Position Overview

Our client is seeking an experienced Tax Manager to join their growing Manhattan-based CPA firm. The successful candidate will oversee tax compliance and planning services for a diverse portfolio of individual, corporate, and partnership clients while managing a team of tax professionals. This role offers the opportunity to work with sophisticated tax matters in one of the world's leading financial centers.

Key Responsibilities

Tax Compliance & Preparation

• Oversee preparation and review of complex federal, state, and local tax returns for individuals, corporations, partnerships, LLCs, trusts, and estates
• Ensure compliance with all applicable tax laws and regulations across multiple jurisdictions
• Manage tax provision calculations and quarterly estimated payment strategies
• Review work performed by senior associates and staff accountants

Client Management

• Serve as primary contact for assigned client portfolio, building and maintaining strong professional relationships
• Conduct client meetings to discuss tax strategies, planning opportunities, and compliance requirements
• Communicate complex tax concepts clearly to clients with varying levels of financial sophistication
• Coordinate with other service lines within the firm to provide comprehensive client solutions

Tax Planning & Advisory

• Develop and implement tax-efficient strategies for business transactions, including mergers, acquisitions, and reorganizations
• Provide guidance on entity structure optimization and succession planning
• Research complex tax issues and prepare technical memoranda
• Stay current with federal, state, and local tax law changes and their impact on clients

Team Leadership & Development

• Supervise and mentor junior staff members, providing guidance on technical matters and professional development
• Review and approve work product to ensure accuracy and quality standards
• Assist in staff training and knowledge sharing initiatives
• Participate in performance evaluations and hiring decisions

Business Development

• Support firm marketing efforts and client retention initiatives
• Identify opportunities for additional services within existing client relationships
• Participate in professional organizations and networking events
• Contribute to proposal preparation for prospective clients

Required Qualifications

Education & Certification

• Bachelor's degree in Accounting, Finance, or related field
• CPA license required (must be eligible for New York State licensure)
• Master's degree in Taxation preferred

Experience

• Minimum 5-7 years of progressive tax experience at a public accounting firm
• Experience with complex tax matters including multi-state taxation, consolidated returns, and partnership taxation
• Prior supervisory or team leadership experience preferred

Technical Skills

• Proficiency in tax preparation software (ProSystem fx, Lacerte, or similar)
• Advanced knowledge of federal and state tax codes
• Experience with tax research tools (RIA, CCH, BNA)
• Strong Excel skills and familiarity with accounting software systems

Professional Competencies

• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and accuracy
• Ability to manage multiple projects and meet tight deadlines
• Client service orientation with professional demeanor

Preferred Qualifications

• Experience serving high-net-worth individuals and closely-held businesses
• Knowledge of New York State and City tax regulations
• International tax experience
• Experience with tax technology and process improvement initiatives
• Professional connections within the Manhattan business community

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

• Base salary commensurate with education and experience
• Performance-based bonus opportunities
• Comprehensive health, dental, and vision insurance
• 401(k) plan with firm matching
• Paid time off and flexible work arrangements
• Professional development and continuing education support
• Partnership track opportunities for exceptional performers