Tax & Accounting Manager

Our client, a well-established CPA firm, is seeking an experienced Senior Tax Manager to join its growing team. This individual will play a key role in overseeing tax compliance and accounting engagements, managing client relationships, reviewing complex tax returns, and providing strategic tax and financial guidance to individuals, partnerships, and privately held businesses.

Responsibilities

Tax Compliance & Review

• Manage the preparation and review of complex individual income tax returns (Form 1040) and partnership tax returns (Form 1065).
• Oversee tax engagements for high-net-worth individuals, business owners, partnerships, and privately held entities.
• Review tax returns for accuracy, completeness, compliance with federal and state tax regulations, and identification of tax-saving opportunities.
• Research complex tax issues and provide recommendations regarding tax planning, entity structuring, and compliance matters.
• Oversee the preparation and review of quarterly estimated tax payments, extensions, and other required tax filings.
• Stay current on changes in federal, state, and local tax laws and communicate relevant developments to clients and team members.
• Serve as a primary point of contact for assigned clients, building trusted, long-term relationships.
• Communicate complex tax and accounting matters in a clear, practical, and client-focused manner.
• Proactively identify client needs and recommend tax planning strategies and additional advisory services.
• Respond to client inquiries and resolve technical issues in a timely and professional manner.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Extensive experience preparing and reviewing individual income tax returns (Form 1040) and partnership tax returns (Form 1065).
• Strong understanding of federal and state tax regulations, partnership taxation, allocations, distributions, and Schedule K-1 reporting.
• Experience overseeing accounting engagements, financial reporting, and client bookkeeping or general ledger activities.
• Demonstrated ability to manage multiple engagements, meet deadlines, and maintain high-quality work product.
• Prior experience supervising, mentoring, or managing accounting and tax professionals.
• Excellent analytical, organizational, communication, and client relationship management skills.
• Proficiency with professional tax preparation software and accounting systems.
• Experience serving high-net-worth individuals, entrepreneurs, real estate investors, and privately held businesses.
• Knowledge of multi-state individual and partnership tax filings.
• Experience with tax planning, projections, and advisory services.
• Familiarity with accounting and tax software such as CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, QuickBooks, or similar platforms.
• Experience working directly with CPA firm partners and managing client engagements with minimal supervision.

Lori Sklarski

Senior Technical Recruiter, PRI Technology

Direct:(973)-354-2797

Office: 973.732.5454 x27

Cell: 973.432.9968

www.pritechnology.com

www.pritechnology.com