Tax Manager (New York)

About the Role

An 18 person CPA firm, with 4 partners, is looking for a strong Tax Manager to join their team. The client base is a lot of real estate with other high end clients in the retail, manufacturing, professional services, and commercial industries. You will oversee tax engagements, prepare and review a variety of tax returns, and serve as a primary point of contact for clients. This is a place that doesn’t normally require weekend work during extension season for the 9/15 and 10/15 deadlines.

Responsibilities

• Prepare and review complex federal, state, and local income tax returns for individuals, C corporations, S corporations, partnerships, LLCs, trusts, and estates.
• Analyze financial statements, trial balances, general ledgers, and supporting schedules to prepare accurate tax returns and identify book-to-tax adjustments.
• Calculate and review taxable income, depreciation and amortization, capital gains and losses, basis adjustments, and other tax-sensitive items.
• Prepare and review Schedule K-1s, including the analysis of pass-through income, distributions, contributions, and partner or shareholder basis.
• Address complex tax matters involving entity structuring, multi-state taxation, apportionment, nexus, credits, deductions, and tax elections.
• Perform tax research and interpret federal, New York State, and local tax laws and regulations to determine appropriate tax treatments and support tax positions.
• Identify tax planning opportunities and advise clients on estimated tax payments, entity selection, tax-efficient transactions, and other strategies to minimize tax liabilities.
• Manage tax engagements from initial planning and document collection through preparation, review, filing, and post-filing follow-up.
• Serve as the primary point of contact for assigned clients, communicating directly with business owners, executives, and individuals to resolve tax questions and explain tax results.
• Manage tax notices, respond to inquiries from taxing authorities, and assist with tax examinations and audit-related matters.

Requirements

• Bachelor’s degree in Accounting or a related field required.
• CPA license or progress toward CPA licensure preferred.
• 5+ years of public accounting experience, with a strong background in tax preparation and review