BloomSchon CPAs LLC is a small, full-service CPA firm providing accounting, auditing, tax, and business advisory services to privately held companies, high net worth individuals, and entrepreneurial clients. The firm supports small business and middle market companies across diverse industries, including manufacturing, distribution, professional medical and legal practices, real estate, software development, and retail. BloomSchon CPAs LLC distinguishes itself through highly personalized service, close client relationships, and frequent direct contact with firm members. The team leverages a broad network of professional relationships with attorneys, investment advisors, insurance professionals, retirement specialists, and bankers to better serve clients and provide referrals when needed.
Role Description
The Tax Manager role is a full-time, on-site position based in Jericho, NY. The Tax Manager will oversee and review tax returns for individuals, partnerships, corporations, and trusts, with particular emphasis on fiduciary and partnership taxation for the firm's high net worth and closely held business clients. Daily responsibilities include managing tax planning engagements, researching complex tax issues, interpreting tax law developments, and advising clients on tax-efficient strategies for trusts, estates, and pass-through entities. The role involves supervising and mentoring staff on tax projects, maintaining organized workpapers and documentation, and collaborating with partners to support client relationships and business advisory initiatives. Beyond compliance, the Tax Manager will play an active role in the firm's advisory and growth efforts — identifying planning opportunities, deepening client relationships, and contributing to the broader business development of the practice. The role also includes assisting in responding to tax notices, coordinating with external professionals (attorneys, investment advisors, and other referral partners) when needed, and contributing to process improvements within the tax practice.
Qualifications
- Active CPA license required.
- Strong technical expertise in fiduciary taxation and trust planning, including estate, gift, and trust return preparation and review; experience with generation-skipping transfer (GST) tax and dynasty trust structures a plus.
- Solid command of partnership taxation, including allocations, basis calculations, K-1 preparation and review, and related planning strategies.
- Demonstrated expertise in Tax Planning and Tax Compliance for closely held businesses and high net worth individuals.
- Hands-on experience in Tax Preparation and review for various entity types, including individuals, partnerships, corporations, and trusts.
- Ability to apply broad Tax knowledge to research complex issues, analyze implications, and communicate clear recommendations.
- Track record of managing client relationships directly and mentoring/developing staff.
- Genuine interest in the business side of the practice — beyond compliance, a desire to contribute to advisory work and firm growth.
- Bachelor's degree in accounting, finance, or related field required.
- Several years of progressive public accounting tax experience, including review-level responsibilities.
- Proficiency with tax preparation and research software, as well as general accounting applications (e.g., Excel, QuickBooks or similar).
- Excellent analytical, organizational, and time-management abilities, with attention to detail and timely completion of engagements.
- Strong written and verbal communication skills, with the ability to interact directly with clients in a professional and respectful manner.
- Capacity to work independently on-site in Jericho, NY, while collaborating effectively with partners, staff, and external advisors.