Tax Manager - Private Client Services (Remote)

Overview

A leading accounting and advisory firm is seeking a Tax Manager to join their Private Client Services (PCS) practice. This role involves overseeing multiple client engagements, reviewing complex tax returns, managing staff, and conducting research. The position offers flexibility in office location and the option to work fully remote.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with tax laws and regulations.
• Build and maintain impactful relationships with clients and firm leadership.
• Develop and share specialized knowledge aligned with firm niches and initiatives.
• Ensure accurate time tracking and billing for self and team.
• Train, supervise, and support the ongoing development of associates and senior staff.
• Gain a working knowledge of clients' businesses, complete assigned tasks, and meet deadlines.
• Actively pursue new client relationships and participate in seminars to expand networking opportunities.
• Stay current on changes in tax laws, regulations, and accounting standards, applying new knowledge to client engagements.
• Collaborate with other tax professionals to coordinate efforts and ensure efficient delivery of services.
• Hold self and direct reports accountable for achieving developmental goals.
• Participate in training programs and professional development activities to enhance technical knowledge and industry expertise.

Requirements

• Bachelor’s Degree in Accounting or equivalent field.
• Minimum of 5 years recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or a combination of public and private experience.
• CPA or IRS Enrolled Agent Certification required.
• Experience preparing and reviewing U.S.-based tax returns for individuals.

Preferred Qualifications

• Master’s Degree in Taxation or related field.
• Experience using GoSystems or CCH Axcess tax software.

Compensation & Benefits

• Flexible work arrangements supporting work/life balance.
• Opportunities for professional growth and development.

Location

Preferred location: New York, with flexibility for remote work or other office locations.