Tax Manager

Tax Manager
Melville, NY (or Midtown Manhattan)

The Company
Our client, a well-established small-to-mid-sized accounting firm with offices on Long Island and in Manhattan, is seeking an experienced Tax Manager to join its growing tax practice. This is a senior, client-facing role for someone who has run their own book of accounts and is ready to take ownership of engagements from start to finish. You'll work directly with business owners and high-net-worth individuals, serving as their primary point of contact on both compliance and planning across a diverse client base, including professional services firms, real estate, and businesses across a range of industries.


You'll work closely with the firm's partners, taking ownership of client relationships and engagements so they can focus on growing the practice.

What You'll Do

• Manage a portfolio of client accounts independently, serving as the main point of contact for business owners and high-net-worth individuals
• Review and sign off on corporate, partnership, and individual tax returns (Forms 1120, 1065, and 1040), and prepare complex returns as needed
• Lead tax planning engagements and advise clients on strategy, with a focus on professional services and real estate clients
• Supervise, train, and review the work of staff and senior associates
• Manage engagement timelines, deadlines, and workflow across multiple clients
• Identify planning opportunities and proactively raise issues with clients and partners
• Support audit engagements as needed
• Use UltraTax (primary) and ProSystems (secondary), along with Excel for analysis, workpapers, and client deliverables
• Work with AI-enabled tax research and workflow tools (CoCounsel) where applicable

Required Qualifications

• 10+ years of public accounting experience in tax
• Proven track record managing client relationships and running accounts directly with clients
• Experience supervising and developing staff
• Deep technical knowledge across 1120, 1065, and 1040 returns, including complex individual and pass-through matters
• Hands-on experience with tax software (ideally UltraTax; ProSystems also used)
• Strong proficiency in Excel

Preferred Qualifications

• CPA license
• Real estate and/or professional services industry experience
• Experience with AI-powered tax research tools (e.g., CoCounsel)

What We Offer

• Competitive compensation commensurate with experience [add salary range]
• A meaningful role with direct partner access and real ownership of client relationships
• A varied, interesting client base rather than narrow industry specialization