Tax Manager - Private Client Services (Remote)

Overview

The organization is seeking a Tax Manager to join the Private Client Services (PCS) practice. This role involves efficiently overseeing multiple client engagements, reviewing complex returns, managing staff, and conducting research. Strong leadership skills and the ability to support professional growth for team members are essential.

This position offers flexibility in office location, with the option to be fully remote.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with clients and maintain relationships with firm leadership.
• Cultivate expertise and impart specialized knowledge aligned with firm niches, initiatives, and needs.
• Take responsibility for accurate time and billing for self and the team.
• Train, supervise, and support ongoing development of associates and seniors.
• Develop a working knowledge of the client’s business, complete assigned tasks, and meet client deadlines.
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Hold self and direct reports responsible for achieving developmental goals.
• Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required.
• 5+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience.
• CPA or IRS Enrolled Agent Certification required.
• Experience reviewing US based tax returns for entities and individuals.

Preferred Qualifications

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

Compensation & Benefits

This role is a merit-based employment opportunity.

Location

Preferred Location: New York