Tax Manager (Mostly remote but must live locally)

Tax Manager

Nassau County, NY

The in-office requirement is flexible, a few days per month in office and for client meetings.

About the role

An established/growing regional CPA firm based in Woodbury, NY is seeking a Tax Manager to join its Private Client Group. This is a hands-on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager, take meaningful ownership of client relationships, and operate as a core member of a close-knit, collaborative team.

What you'll do

• Review complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S-corps, and trusts
• Review fiduciary income tax returns for trusts and estates
• Support review of business entity returns (partnerships, S-corps, C-corps) as needed
• Manage client workbooks and engagement documentation in Excel
• Review returns using the Lacerte tax software platform
• Communicate directly with clients regarding return preparation, open items, and tax planning matters
• Collaborate within the Private Client Service group on shared engagements

What we're looking for

• 5-12 years of public accounting experience, with a focus on individual income tax compliance for high net worth clients
• Hands-on experience with multi-state returns, brokerage statements, and Schedule K-1s
• Exposure to fiduciary and business entity return preparation is a plus
• Proficiency in Lacerte and Excel; comfort working with structured client workbooks
• Strong verbal and written communication skills; confidence interacting directly with clients
• CPA preferred; CPA candidates actively pursuing licensure will be considered
• Collaborative, team-oriented mindset with the ability to thrive in a group setting

What sets this role apart

• Direct training and mentorship from Partner; not a large-firm hierarchy
• Real client ownership and relationship responsibility early in your tenure
• Tight-knit, collegial team with a strong culture of professional development

Compensation

• $140,000-$200,000 base + 10-15% bonus + commission potential