Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax WorkThis Jobot Job is hosted by: Kal Mayer
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Salary: $140,000 - $210,000 per year
A bit about us:We are a well-established, mid-sized public accounting and advisory firm with over 50 years of experience serving a diverse client base. With offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries.
Why join us?- Hybrid work schedule (typically 3 days in-office)
- Strong exposure to high-net-worth individuals and closely held businesses
- True generalist tax experience (not siloed or niche work)
- Opportunity to grow into tax planning and advisory work
- Collaborative, supportive team environment
- Direct access to leadership and mentorship
- Stable, long-tenured firm with strong reputation
- Competitive compensation and clear growth path
Job DetailsThe Tax Manager will oversee client engagements, ensuring accurate and timely tax compliance while identifying planning opportunities. This role acts as a central point of contact for clients and internal teams, balancing technical expertise with leadership responsibilities.
Key Responsibilities
Manage a portfolio of individual and business clients, serving as the primary contact for tax-related matters
Review complex tax filings, including corporate, partnership, and individual returns
Ensure all deliverables meet strict filing deadlines throughout the year
Provide proactive tax planning strategies and communicate recommendations clearly
Conduct research on nuanced tax issues and apply findings appropriately
Stay informed on evolving tax regulations and ensure compliance across engagements
Lead, mentor, and develop team members by reviewing work and offering actionable feedback
Delegate tasks effectively while managing multiple projects simultaneously
Oversee engagement budgets, billing, and workflow tracking
Identify process inefficiencies and recommend improvements
Support client retention and growth by identifying additional service opportunities
Qualifications
Bachelor's degree in Accounting or related field
CPA license preferred or in progress
5+ years of experience in public accounting
Strong experience with pass-through entities and individual taxation
Technical Skills
Familiarity with tax preparation and workflow management software
Advanced Excel and data analysis capabilities
Core Competencies
Strong analytical thinking and attention to detail
Effective communication skills, both written and verbal
Ability to manage competing priorities and meet tight deadlines
Proven leadership and team development abilities
Work Environment
Hybrid schedule (generally 3 days in-office, 2 remote)
Increased workload during peak tax seasons
Ongoing collaboration with clients and internal teams
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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