Tax Manager Middle Market Services

ABOUT THE ROLE

A growing public accounting and advisory firm is seeking a Tax Manager to support a diverse portfolio of middle-market and privately held businesses. This role will focus on delivering tax compliance, planning, and advisory services to partnership and corporate clients while serving as a trusted resource to business owners and executive leadership teams. The ideal candidate will possess strong technical expertise in partnership and corporate taxation, experience managing client relationships, and the ability to mentor and develop junior professionals. This position offers a blend of technical tax work, client advisory responsibilities, and leadership opportunities within a collaborative and growth-oriented environment.

RESPONSIBILITIES

• Manage and review federal, state, and local tax compliance engagements for partnerships, corporations, and closely held businesses.
• Oversee the preparation and review of complex business tax returns and related workpapers.
• Provide tax planning and consulting services designed to support business growth and operational objectives.
• Identify tax‑saving opportunities and develop strategies to improve overall tax efficiency.
• Conduct research on complex tax matters and communicate recommendations to clients and internal stakeholders.
• Serve as a primary point of contact for client relationships and ongoing advisory needs.
• Gain a thorough understanding of client operations, ownership structures, and strategic business goals.
• Monitor legislative and regulatory developments and advise clients on potential impacts.
• Supervise, mentor, and develop tax professionals through technical review, training, and coaching.
• Manage engagement budgets, staffing, timelines, and client deliverables.
• Assist with business development efforts and support the growth of client relationships.
• Drive process improvements and implementation of best practices across tax engagements.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA required or actively pursuing certification.
• 5+ years of public accounting tax experience.
• Strong knowledge of partnership, corporate, and pass‑through entity taxation.
• Experience serving middle‑market businesses and privately held companies.
• Experience reviewing complex federal and multistate tax returns.
• Strong tax research, analytical, and problem‑solving skills.
• Proven ability to manage multiple engagements and client relationships.
• Excellent communication and leadership abilities.
• Experience mentoring staff and reviewing work products.
• Proficiency with tax software and Microsoft Excel.

This role can be based in Long Island, NYC, or South Florida.