Tax Manager – Advisory

This is a fully remote position, open to applicants in New York.

📋 Description

• Facilitate kickoff calls for tax planning and conduct quarterly advisory meetings.

• Develop and execute impactful strategies such as cost segregation, 1031 exchanges, and optimization of depreciation.

• Analyze financial statements to uncover overlooked planning opportunities and provide guidance on entity structuring and compensation enhancement.

• Prepare or assess complex tax returns that demonstrate comprehensive strategic planning rather than mere transactional data entry.

• Contribute to the growth and enhancement of the firm's advisory services while raising the technical standards of the organization.

• Mentor and guide team members, promoting a culture centered around excellence and ongoing professional development.

⛳️ Requirements

• Minimum of 5 years of public accounting tax experience.

• Must possess an active CPA, EA, JD, or LLM in Tax.

• Extensive understanding of business taxation, pass-through entities, and strategies for tax minimization.

• Ability to confidently lead client-facing discussions and simplify complex tax regulations into practical business recommendations.

• Strategic thinker with a focus that extends beyond transactional matters.

🏝️ Benefits

• 401(k) plan with company matching.

• Health insurance with company contribution.

• Generous paid time off (PTO).

• Paid parental leave.

• Technology stipend.

• Continuing education support.

• CPA assistance.

• Flexibility: Permanently 100% remote.