Tax and Accounting Manager (1040 & 1065)

Our client, a well-established CPA firm, is seeking an experienced Tax & Accounting 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.

*** This is 4 days onsite and Friday's are remote! ***

The ideal candidate will have 8–12 years of public accounting experience, with significant expertise in individual (Form 1040) and partnership (Form 1065) taxation. This role requires strong technical tax knowledge, proven engagement management skills, and the ability to lead staff while delivering high-quality client service.

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.

Accounting & Client Advisory

• Oversee accounting, financial reporting, and general ledger activities for assigned clients.
• Review financial statements, reconciliations, journal entries, and supporting schedules to ensure accuracy and completeness.
• Provide accounting and tax advisory services to clients, including cash flow considerations, tax projections, and business planning.
• Assist clients with financial reporting, bookkeeping oversight, and other accounting-related needs as appropriate.
• Identify opportunities to improve accounting processes, strengthen internal controls, and enhance overall client service.

Engagement & Team Management

• Manage multiple client engagements, ensuring deadlines, budgets, and quality standards are consistently met.
• Supervise, mentor, and develop staff and senior accountants involved in tax preparation and accounting engagements.
• Review workpapers and deliverables prepared by team members and provide constructive feedback.
• Coordinate engagement workflow and resource allocation, particularly during peak tax seasons.
• Work closely with partners and firm leadership on complex client matters, engagement planning, and practice development initiatives.

Client Relationship Management

• 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.
• CPA license required or strongly preferred, depending on firm requirements.
• 8–12 years of progressive accounting and tax experience, preferably within a public accounting firm.
• 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.

Preferred Qualifications

• 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

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