Our client is a well-established CPA firm located in Red Bank, New Jersey , serving a sophisticated client base with a strong concentration in family-owned businesses, closely held companies, and high-net-worth individuals and families .
The firm is seeking an experienced Tax Manager who is ready to take the next step in their career. This opportunity is particularly well suited for someone coming from a mid-size or larger regional CPA firm who enjoys the profession and client relationships but is looking for a more sustainable environment, stronger community connection, and improved work-life balance.
The ideal candidate is a natural leader who can clearly articulate their career goals and is motivated to continue growing professionally while becoming an important part of the firm's long-term future.
Key Responsibilities
- Manage and review complex federal and state tax returns for individuals, trusts, estates, and closely held businesses.
- Provide tax planning and advisory services to family-owned businesses and high-net-worth clients.
- Maintain deep involvement with Forms 1040 and 1041 , along with related individual, trust, and estate tax matters.
- Review work prepared by staff and provide technical guidance, coaching, and mentorship.
- Manage client relationships and serve as a trusted advisor on tax and business matters.
- Identify tax planning opportunities and proactively communicate recommendations to clients.
- Help oversee workflow, deadlines, and quality standards across engagements.
- Collaborate closely with partners and other members of the firm.
- Participate in business development, networking, and community engagement as appropriate.
- Contribute to the continued development of the firm's people, processes, and client service capabilities.
Qualifications
- 7+ years of public accounting experience with a CPA firm.
- Background with a mid-size, larger regional, or similarly sophisticated CPA firm strongly preferred.
- Strong technical tax knowledge, particularly involving:
- Individual taxation — Form 1040
- Trust and estate taxation — Form 1041
- Family-owned and closely held businesses
- High-net-worth individuals and families
- Demonstrated experience reviewing tax returns and supervising or mentoring accounting professionals.
- Strong client relationship and communication skills.
- Ability to work independently while collaborating closely with partners and team members.
- Leadership mindset with a clear interest in continued professional and career advancement.
Tax Manager $160k in red bank at Unknown Company
This position is listed as full time and onsite.