Tax Manager

Tax ManagerThe Tax Manager is responsible for managing client engagements, overseeing tax compliance and planning, and leading staff to ensure timely and accurate delivery of services. This role serves as a key liaison between clients, staff, and firm leadership, ensuring high-quality client service while maintaining operational efficiency and adherence to firm standards.Work Location: 1 Penn Plaza, New York, NY, or 50 Jericho Quadrangle, Jericho, NYKey ResponsibilitiesClient Service & Engagement ManagementManage a portfolio of business and individual tax clients across various industriesServe as the primary client contact for tax matters, responding to inquiries and providing proactive guidanceReview complex tax returns including: Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), High-net-worth individuals (Form 1040)Ensure timely delivery of all client work in accordance with deadlines (e.g., 3/15, 4/15, 9/15, 10/15)Identify tax planning opportunities and communicate recommendations clearly to clientsTechnical & Compliance OversightReview and ensure accuracy of federal, state, and local tax filingsConduct technical research on complex tax issues and document conclusionsStay current with tax law changes and regulatory updatesEnsure compliance with firm policies, professional standards, and regulatory requirementsTeam Leadership & DevelopmentSupervise, mentor, and develop Senior Associates and AssociatesReview staff work and provide constructive, actionable feedbackDelegate assignments effectively based on staff skill level and workloadParticipate in hiring, onboarding, and performance evaluationsFoster a collaborative and accountable team environmentOperational & Workflow ManagementManage engagement budgets, realization, and billing processesMonitor workflow using firm systems (e.g., XCM, CCH Axcess)Ensure proper time entry, job tracking, and adherence to deadlinesIdentify bottlenecks and escalate issues proactively to leadershipContribute to process improvements and operational efficienciesBusiness Development & Firm ContributionBuild and maintain strong client relationships to support retention and growthIdentify opportunities for additional services (advisory, CAS, assurance coordination)Participate in networking, proposals, and firm initiatives as neededContribute to firm culture, training programs, and knowledge sharingQualificationsEducation & CertificationBachelor's degree in Accounting (required)CPA license (preferred or actively pursuing)Experience5–8+ years of public accounting experience, preferably in a mid-sized firmDemonstrated experience managing multiple client engagements simultaneouslyStrong background in pass-through entities and individual taxationTechnical SkillsProficiency in tax software (e.g., CCH Axcess)Experience with workflow tools (e.g., XCM, Engagement)Advanced knowledge of Microsoft Excel and data analysisCore CompetenciesStrong analytical and problem-solving skillsExcellent written and verbal communicationAbility to manage competing priorities under tight deadlinesHigh attention to detail and commitment to qualityLeadership presence with ability to influence and coach othersPerformance Metrics (Typical)Timeliness and accuracy of deliverablesRealization and utilization ratesClient satisfaction and retentionStaff development and engagementAdherence to deadlines and workflow efficiencyWork Environment ExpectationsHybrid work schedule (typically 3 days in-office, 2 remote)Increased hours during peak tax seasonsAvailability for client and team communication during critical deadlines