Senior Tax Manager

Lilling & Company LLP is a boutique accounting firm that has tripled in size over the last 10 years. We were named one of Accounting Today's 2026 Best Accounting Firms to Work For. We're looking for a Senior Tax Manager who wants a real path to partner without the grind of a big firm.

Why Lilling

• A direct path to partner. This role is designed to grow into co-head of the tax department, and we have a strong track record of promoting from within.

• Real influence from day one. You'll help shape how the department runs, including staffing, technology, and client service.

• Better work-life balance. You'll get sustainable hours and work directly with the partners, not through layers of management.

• Flexible location. Long Island candidates work hybrid from our Port Washington office. For candidates elsewhere in the tri-state area (NYC, Westchester, NJ, CT), the role is primarily remote, with office and client visits once or twice a month.

• A stable, growing practice. You'll serve long-standing clients and help bring in new ones.

The tradeoff is that we're a smaller team, so you'll be more hands-on than at a large firm. People who like owning their work tend to thrive here.

The Role

At Lilling, we provide tax compliance, advisory, and advocacy services to a diverse client base. This role focuses on our individual, family, and business clients. That includes high-net-worth individuals and families, gift and estate matters, closely held and growing businesses, and not-for-profit organizations. The firm also serves corporations, partnerships, investment entities, and broker-dealers.

As Senior Tax Manager, you'll work on new business opportunities and serve long-standing clients in both compliance and consulting roles. You'll also take part in thought leadership and technology initiatives, and you'll develop and mentor staff.

Responsibilities

• Progress on a partner track toward becoming co-head of the tax department

• Help manage the tax department

• Lead the preparation and high-level review of Form 1040 returns for high-net-worth individuals and families

• Oversee gift tax returns (Form 709) and coordinate on estate and wealth-transfer planning

• Assist with estate tax returns (Form 706) and fiduciary returns (Form 1041)

• Review Form 990 filings for not-for-profit clients

• Advise closely held businesses, including S corporations, partnerships, and sole proprietorships, on compliance and planning

• Perform high-level compliance review and sign off on tax returns

• Consult with clients on planning opportunities and changes in tax law

• Develop new business: write proposals, meet prospective clients, and expand services to existing clients

• Supervise engagements and special projects, and oversee all aspects of the client relationship

• Supervise, train, mentor, and evaluate staff

• Stay current on new tax issues and business trends that affect clients

• Schedule tax engagements and monitor deadlines for all tax deliverables

Qualifications

• Bachelor's degree in Accounting or a related field; a Master's in Accounting or Taxation is preferred

• CPA required

• 10+ years of public accounting tax experience; Big 4, regional, and local firm backgrounds are all welcome

• 5+ years supervising and mentoring staff

• Strong experience with individual income tax, gift tax returns (Form 709), and closely held and pass-through business taxation

• Estate (Form 706) and Form 990 experience is a plus. You don't need to be an expert in everything, but you do need to be eager to learn.

• Several years of client-facing experience

• Comfortable in a dynamic environment

• Detail-oriented, organized, and proactive

• Excellent interpersonal and communication skills, with a strong client focus

Lilling is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We embrace and celebrate diversity, inclusivity, and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the greater the work we can create together.