Tax Manager

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

📋 Description

• Provide exceptional client service, oversee projects, and cultivate client relationships.

• Execute tax and advisory projects in accordance with professional standards, adhering to budget constraints and deadlines.

• Identify opportunities for additional services and engage in new client proposals.

• Oversee and deliver business advisory services.

• Prepare and review intricate business and personal income tax returns and projections.

• Investigate complex tax issues and offer strategic planning advice.

• Ensure the production of accurate, compliant, and high-quality deliverables.

• Manage engagement workloads and support staff in meeting project deadlines.

• Supervise, mentor, coach, and assess staff accountants and tax associates.

• Develop and train team members through structured learning, guidance, and career development strategies.

• Conduct tax training sessions and workshops.

• Promote a collaborative, accountable, and growth-focused team culture.

• Collaborate with firm leadership on business development and client advisory efforts.

• Contribute to strategic planning and team-building initiatives.

⛳️ Requirements

• This is a mid-level position.

• A strong passion for technical excellence and team leadership is essential.

• Approximately 70% of work time should be billable.

• Projects must be completed within budget and agreed timelines, achieving a minimum of 80% realization.

• Preparation and review of complex business and personal income tax returns and projections are required.

• Experience with Individual Tax (Form 1040), Partnership Tax (Form 1065), S Corporation Tax (Form 1120-S), C Corporation Tax (Form 1120), Exempt Organizations (Form 990, 990-PF), and Fiduciary Tax Returns (Form 1041) is necessary.

• Conduct research on complex tax issues and provide strategic planning recommendations.

• Coordinate engagement workloads and support staff in meeting deadlines.

• Supervise and mentor staff accountants and tax associates.

• Lead training presentations and workshops on tax updates, compliance, and best practices.

• Engage in internal and external training sessions.

• Proficiency with NYC and NYS tax regulations is required.

• Experience with Lacerte tax software is essential.

🏝️ Benefits

• A highly competitive salary and benefits package provided through our professional employer organization (PEO).

• Remote work opportunity.

• A work culture that emphasizes teamwork and prioritizing client needs.