About the Firm
My client is an award-winning, nationally recognized tax and wealth advisory firm based in Bergen County, NJ. They're growing and looking for a Tax Manager to join their accounting team of around 25 people. While the firm itself is boutique in size, its client base is firmly mid-market, giving you the close-knit feel of a smaller shop with the complexity and caliber of work you'd expect from a larger firm.
The salary range for this position is $125,000 to $150,000, plus bonus and benefits, depending on experience. They're committed to a healthy, inclusive and productive work environment. The team works one day a week remotely, with flexible scheduling and early finishes on summer Fridays. Extra hours are expected during tax season (Feb to Apr).
About the Role
This is a hands-on leadership role. You'll own the tax engagement process from preparation through review, manage the workflow and staffing behind it, and look after mid-market client relationships directly. You'll also play a big part in developing the team, training new hires at all levels and mentoring staff as the firm continues to grow.
Essential Duties / Responsibilities
- Manage the preparation and review of tax engagements, coordinating staffing and workflow
- Prepare and review high-level tax returns and quarterly/yearly tax projections
- Manage the tax compliance and tax planning process
- Manage client budgets and production goals
- Build new and existing client relationships with a strong understanding of each client's business
- Improve processes by developing and implementing best practices
- Maintain effective control procedures across all aspects of the tax process
- Create and deliver training on tax programs and projects for new hires at all levels
- Mentor staff to greater levels of effectiveness and engagement
- Develop in-house CPE trainings on relevant topics and industries
- Support special tax projects and help prepare proposals for new clients
- 5+ years of CPA firm experience, focused on tax preparation
- Experience working with mid-market clients, ideally from a mid-sized firm
- A.S./B.S. in Accounting
- MBA or Master's in Tax/Accounting a plus
- Active CPA license
- Proficient in Lacerte, ProSystem fx Tax, QuickBooks and Sage
- Strong MS Office skills, including VLOOKUPs and pivot tables
- Excellent verbal and written communication skills
- Entrepreneurial, "go getter" attitude
- Strong analytical, critical thinking and research skills
- Attention to detail
- Strong work ethic
- Exceptional time management
- Able to work independently or collaboratively
