Tax Manager
Location: New York, NY
Employment Type: Full-time
Department: Tax Services
About Us
Our clients established CPA firm located in New York provides comprehensive tax, accounting, and advisory services to a diverse clientele across the greater New York metropolitan area. With a commitment to personalized service and technical excellence, they are seeking an experienced Tax Manager to lead client engagements and contribute to the growth of our tax practice.
Position Overview
The Tax Manager will oversee complex tax engagements, manage client relationships, and supervise professional staff while delivering strategic tax planning and compliance services. This position requires advanced technical knowledge, strong leadership skills, and the ability to provide sophisticated tax solutions to individuals and businesses in a dynamic and competitive market.
Key Responsibilities
- Manage a diverse portfolio of business and individual tax clients, ensuring high-quality service delivery and timely completion of engagements
- Plan, review, and oversee the preparation of complex tax returns for corporations, partnerships, LLCs, high-net-worth individuals, trusts, and estates
- Develop and implement tax planning strategies to minimize tax liabilities and address clients' specific objectives
- Supervise, mentor, and evaluate tax staff and seniors, fostering their professional development
- Build and maintain strong client relationships through regular communication and proactive advisory services
- Research and resolve complex tax issues, providing guidance to clients and staff
- Monitor federal, state, and local tax law changes, with particular focus on New York state and city tax regulations
- Represent clients before tax authorities in examinations, appeals, and controversy matters
- Identify opportunities for additional services and participate in cross-selling initiatives
- Contribute to business development through networking, proposal preparation, and client presentations
- Collaborate with other service lines to deliver comprehensive solutions
- Develop specialized knowledge in specific industries or tax specialties
- Participate in firm management initiatives and staff recruitment efforts
Qualifications
- Bachelor's degree in Accounting or related field; Master's in Taxation preferred
- 7+ years of progressive public accounting experience with emphasis on tax
- Active CPA license required
- Comprehensive knowledge of federal and state tax laws, with specific expertise in New York state and city taxation
- Experience managing complex tax engagements and supervising professional staff
- Strong technical skills in corporate, partnership, and individual taxation
- Proficiency with tax preparation software (CCH Axcess, ProSystem fx, UltraTax, or similar)
- Excellent project management abilities and attention to detail
- Superior written and verbal communication skills
- Demonstrated ability to build and maintain client relationships
- Experience with tax planning, research, and consulting services
Preferred Experience
- Experience with international tax matters and multi-state taxation
- Industry specialization in financial services, real estate, or technology
- Advanced credentials such as MST, JD, or LLM in Taxation
- Experience with high-net-worth individual tax planning
What We Offer
- Competitive salary and comprehensive benefits package
- Performance-based bonus structure and profit-sharing opportunities
- Partnership track for high-performing managers
- Flexible work arrangements and remote work options
- Professional development and continuing education support
- Clear advancement opportunities and career pathing
- Work-life balance initiatives including reduced summer hours
- Modern office in prime New York location
- Collaborative, supportive work environment
- Regular team events and firm social activities
- Community involvement opportunities
This position presents an excellent opportunity for a motivated tax professional looking to advance their career in a dynamic New York firm that values technical expertise, client service excellence, and professional development.