Senior Tax Manager / Tax Director

We are currently looking for a detail oriented professional as a Senior Tax Manager / Tax Director for our growing Emerging Business/Tax department servicing our clients located predominantly in Long Island.

Position Summary

The Senior Tax Manager / Tax Director can expect to assist with leading the group’s strategy, compliance and planning initiatives in addition to performing top level review of work product, mentoring a team of professionals, occasional preparation of complex corporate, partnership, trust, estate and personal tax returns, complex tax research and compliance, tax planning and projections and be the point of contact with high new worth and business clients on various matters. The ideal candidate should have high technical proficiency and an advanced understanding of financial/accounting principles and tax compliance, corporate tax, estate planning, financial reporting and be a motivated team player who can maintain efficiency and accuracy when multitasking, can work autonomously and enjoys helping clients with complex tax issues.

Responsibilities

• Assist with overseeing aspects of tax compliance, including tax return preparation, reporting, and adherence to federal and state laws.
• Consult with clients on various personal and business-related matters and serve as the primary contact for clients.
• Quality top level review of work product prepared by other members of the tax team.
• Manage complex tax issues related to corporations, partnerships, high net worth individuals, multi-state and international tax, etc.
• Occasional preparation of complex corporate, partnership, trust, estate and individual tax returns.
• Tax research for technical tax related matters and assist with complex tax projects and record reconstruction.
• Review of quarterly and annual tax projections for business owners and high new worth individuals.
• Correspondence with taxing authorities both in writing and via telephone.
• Assistance with audit representation for business clients.
• Manage and mentor a team of professionals.

Experience

• 12+ years of tax experience in public accounting

Education

• Bachelor’s degree in Accounting

License

• CPA or EA required

Other Qualifications

• Can effectively communicate with clients and manage client expectations
• Strong analytical and writing skills
• Experience with Lacerte preferred
• Significant experience with QuickBooks (online & desktop) and Excel

What we can offer you

• Competitive compensation commensurate with experience
• A culture of collaboration and trust in a sincere and team-oriented workplace
• Medical, Dental and Vision coverage
• Opportunity for hybrid work schedule
• 401K and profit sharing
• 4 weeks’ vacation
• 10 Paid Holidays
• 40 credits of CPE annually
• Incentives to obtain additional credentials (i.e. CFE, ABV, CVA, etc.)
• Incentives for new business
• Summer and December half-day Friday's
• Casual dress for your day attire
• Partial remote work schedule
• Firm outings (i.e. Holiday, Summer)

Pay: $145,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• Continuing education credits
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Profit sharing
• Retirement plan
• Vision insurance
• Volunteer time off
• Work from home

Work Location: In person