Tax & Accounting Manager

Job Description 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.

• n
• n Responsibilities
• n
• n Tax Compliance & Review
• n \n Manage the preparation and review of complex individual income tax returns (Form 1040) and partnership tax returns (Form 1065).
• n Oversee tax engagements for high-net-worth individuals, business owners, partnerships, and privately held entities.
• n Review tax returns for accuracy, completeness, compliance with federal and state tax regulations, and identification of tax-saving opportunities.
• n Research complex tax issues and provide recommendations regarding tax planning, entity structuring, and compliance matters.
• n Oversee the preparation and review of quarterly estimated tax payments, extensions, and other required tax filings.
• n Stay current on changes in federal, state, and local tax laws and communicate relevant developments to clients and team members.
• n Serve as a primary point of contact for assigned clients, building trusted, long-term relationships.
• n Communicate complex tax and accounting matters in a clear, practical, and client-focused manner.
• n Proactively identify client needs and recommend tax planning strategies and additional advisory services.
• n Respond to client inquiries and resolve technical issues in a timely and professional manner.
• n \n
• n Qualifications
• n \n Bachelor’s degree in Accounting, Finance, or a related field.
• n Extensive experience preparing and reviewing individual income tax returns (Form 1040) and partnership tax returns (Form 1065).
• n Strong understanding of federal and state tax regulations, partnership taxation, allocations, distributions, and Schedule K-1 reporting.
• n Experience overseeing accounting engagements, financial reporting, and client bookkeeping or general ledger activities.
• n Demonstrated ability to manage multiple engagements, meet deadlines, and maintain high-quality work product.
• n Prior experience supervising, mentoring, or managing accounting and tax professionals.
• n Excellent analytical, organizational, communication, and client relationship management skills.
• n Proficiency with professional tax preparation software and accounting systems.
• n Experience serving high-net-worth individuals, entrepreneurs, real estate investors, and privately held businesses.
• n Knowledge of multi-state individual and partnership tax filings.
• n Experience with tax planning, projections, and advisory services.
• n Familiarity with accounting and tax software such as CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, QuickBooks, or similar platforms.
• n Experience working directly with CPA firm partners and managing client engagements with minimal supervision.
• n \n
• n Lori Sklarski
• n Senior Technical Recruiter, PRI Technology
• n View email address on click.appcast.io
• n Direct:View phone number on click.appcast.io
• n Office: View phone number on click.appcast.io
• n Cell: View phone number on click.appcast.io
• n
• n PRI Technology