Tax Manager

Are you an experienced tax professional looking for a long-term home where you can grow and thrive? Our confidential client, a well-established Nassau County accounting firm, is seeking a Tax Senior to join their close-knit team. With a 100-year legacy of excellence, they pride themselves on treating employees like family while delivering top-tier tax services. This role is perfect for a dedicated professional with strong technical skills, excellent communication abilities, and a passion for tax planning. If you’re seeking stability, career growth, and an opportunity to make an impact, apply today.

Responsibilities:

• Plan, prepare, and file simple and complex individual, corporate, pass-through entities, and fiduciary income tax returns.
• Provide strategic tax planning and compliance services to a diverse client base.
• Manage client relationships, addressing tax-related inquiries and providing solutions.
• Review tax returns prepared by junior staff and ensure accuracy and compliance.
• Research and respond to government tax notices and audits.
• Stay updated on the latest tax laws and regulations to provide proactive tax strategies.
• Utilize tax preparation software such as Lacerte, QuickBooks, and Excel.
• Collaborate with colleagues to ensure efficient workflow and meet deadlines.
• Work extended hours during tax season (February-April 15 and August-October extension period), including mandatory Saturdays.

Qualifications:

• Bachelor’s degree in Accounting or Finance (Master’s in Taxation preferred).
• CPA license required.
• Minimum of 5 years of public accounting experience in taxation.
• Strong experience with company 1040s, partnerships, and S corporations.
• Excellent communication and interpersonal skills.
• Detail-oriented with the ability to multitask effectively.
• Strong proficiency in Lacerte, QuickBooks, and Excel.
• Must reside within a 30-45 minute commute of the office (located next to the Long Island Railroad Station).

In the first 30 days expectations:

• Get familiar with the firm's tax processes, software, and client portfolio.
• Meet with key team members and understand internal workflows.
• Begin reviewing and preparing tax returns under supervision.

In the next 60 days expectations:

• Independently prepare and review tax returns with increasing complexity.
• Develop relationships with key clients and provide tax planning advice.
• Stay updated on tax law changes relevant to clients.

In the following 90 days expectations:

• Take ownership of a portfolio of clients, managing their tax needs proactively.
• Contribute to process improvements and efficiencies within the firm.
• Assist in mentoring junior staff and reviewing their work.

Benefits:

• 401(k) (no match).
• Comprehensive health, dental, and vision insurance.
• Paid time off, including vacation and sick time.
• Continuing education credits and CPA review course reimbursement.
• Supportive, family-oriented work environment with opportunities for professional growth.