Tax Manager

The role

This person will manage complex tax engagements and provide proactive tax planning and advisory services. They will focus on High-Net-Worth individuals and partnerships while mentoring tax team members.

What you will do

• Manage and review complex federal, state, and local tax returns.
• Serve as a primary point of contact for HNW individuals, business owners, and partnerships.
• Provide proactive tax planning and identify tax-saving opportunities.
• Advise clients on partnership and pass-through taxation, entity structuring, and transactions.
• Research and resolve complex federal and multi-state tax issues.
• Manage multiple client engagements, deadlines, budgets, staffing, and deliverables.
• Review workpapers and tax returns for technical accuracy and compliance.
• Develop strong client relationships through proactive communication.
• Mentor and develop tax professionals through delegation, coaching, and technical guidance.
• Collaborate with partners and firm leadership on complex client matters.

Required qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field.
• CPA license required.
• 6+ years of progressive public accounting tax experience.
• Significant hands-on experience with HNW individual taxation (1040) and partnership taxation (1065/K-1s).
• Experience with pass-through entities, closely held businesses, and complex individual tax matters.
• Strong tax planning, research, and advisory experience.
• Experience reviewing complex returns and managing multiple client engagements.
• Strong client relationship and communication skills.
• Demonstrated leadership and staff development experience.

Nice to have

• Multi-state taxation experience preferred.
• Trust, estate, family office, and real estate partnership experience is a plus.
• Master's degree in Taxation preferred.
• Candidates located in New Jersey or with experience serving New Jersey clients are strongly preferred.

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company provides professionals access to broader career opportunities, learning, collaboration, and innovative technology.