Tax Manager
Nassau County, NY
The in-office requirement is flexible, a few days per month in office and for client meetings.
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About the role
An established/growing regional CPA firm based in Woodbury, NY is seeking a Tax Manager to join its Private Client Group. This is a hands-on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager, take meaningful ownership of client relationships, and operate as a core member of a close-knit, collaborative team.
What you'll do
- Review complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S-corps, and trusts
- Review fiduciary income tax returns for trusts and estates
- Support review of business entity returns (partnerships, S-corps, C-corps) as needed
- Manage client workbooks and engagement documentation in Excel
- Review returns using the Lacerte tax software platform
- Communicate directly with clients regarding return preparation, open items, and tax planning matters
- Collaborate within the Private Client Service group on shared engagements
What we're looking for
- 5-12 years of public accounting experience, with a focus on individual income tax compliance for high net worth clients
- Hands-on experience with multi-state returns, brokerage statements, and Schedule K-1s
- Exposure to fiduciary and business entity return preparation is a plus
- Proficiency in Lacerte and Excel; comfort working with structured client workbooks
- Strong verbal and written communication skills; confidence interacting directly with clients
- CPA preferred; CPA candidates actively pursuing licensure will be considered
- Collaborative, team-oriented mindset with the ability to thrive in a group setting
What sets this role apart
- Direct training and mentorship from Partner; not a large-firm hierarchy
- Real client ownership and relationship responsibility early in your tenure
- Tight-knit, collegial team with a strong culture of professional development
Compensation
- $140,000-$200,000 base + 10-15% bonus + commission potential
Remote working/work at home options are available for this role.
Tax Manager (Mostly remote but must live locally) in new york at Unknown Company
This position is listed as full time and able to be worked remotely.