Tax Manager

Senior Tax Manager West Caldwell, NJPosition Overview:The Tax Manager will join our thriving High Net Worth practice group, working alongside a talented team of tax professionals who are passionate about delivering exceptional value to clients. This role offers the flexibility to manage your own schedule, significant career advancement opportunities with direct partner mentorship, and clear partner-track potential for those who desire it. The practice serves high-net-worth individuals and investors, closely held businesses, real estate developers, community associations, attorneys, and specialty real estate programs. Relocation is a consideration.Responsibilities:Preparation and review of high net worth individual and small to medium-size business tax returns for gift, estate and tax-exempt entitiesProfessionally manage all aspects of the client relationshipPrepare financial statementsAuditing supportClient communication and supervising firm staffOffsite work at the client's locationRequired Qualifications6–8 years of public accounting experience focused in tax, including 2 years in high-net-worth tax. Leadership experience in supervising or managing teams is a plus.Proficient in preparing and reviewing complex K-1s for partnerships, S-corps, and trusts, including tracking partner/shareholder basis and flow-through income allocationsExperience with gift and estate tax return preparation (Forms 706, 709) and related planning strategies for high-net-worth clientsExperience with complex 1040's, prep and review.Knowledge of fiduciary income tax matters, including trust accounting income and Form 1041 preparation and reviewProficiency in QuickBooks, Accounting/Tax Software, and MS Office products. Proficiency UltraTax a plusBachelor's degree in accounting, Finance, or related fieldCPA license or EA is highly desired (or active pursuit with completion expected within 12 months)Master's degree in taxation (MST) or Juris Doctorate (JD) a plus.