Tax Manager

Jobot

Westbury, NY

JOB DETAILS
SALARY
$180,000–$265,000 Per Year
SKILLS
Budgeting, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Relationship Management (CRM), High Net Worth, Leadership, Legal, Mentoring, Problem Solving Skills, Process Improvement, Public Accounting, Research Skills, Tax Accounting, Tax Planning, Tax Returns, Team Player, Technical Research, Time Management
LOCATION
Westbury, NY
POSTED
Today
Tax Manager | High-Level Client Advisory & Leadership | Hybrid

This Jobot Job is hosted by: Jeremy Pike
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $180,000 - $265,000 per year

A bit about us:

We are a fast-growing public accounting and advisory firm serving sophisticated privately held businesses, partnerships, family groups, and high-net-worth individuals. Our firm combines the technical depth and client complexity of larger firms with the flexibility, visibility, and culture of a collaborative mid-sized practice.

We are investing heavily in growth and leadership development and are seeking experienced tax professionals who want to play an impactful role in shaping client relationships, mentoring teams, and driving firm success.

Why join us?
  • Significant exposure to complex multi-entity and HNW tax engagements
  • Opportunity to lead client relationships and advisory projects
  • Collaborative leadership team with strong mentorship culture
  • Hybrid schedule with flexibility
  • Visible path for continued advancement within a growing firm
  • Less specialization and more technical breadth than large national firms
  • Strong compensation and bonus potential


Job Details

The Tax Manager will oversee complex tax engagements, review returns, manage client relationships, and mentor staff within the tax department. This role is ideal for someone who enjoys both technical tax work and leadership responsibilities in a collaborative environment.

Responsibilities
  • Manage a portfolio of business and individual tax clients
  • Review complex tax returns including:

• Partnerships (1065)
• S-Corporations (1120S)
• C-Corporations (1120)
• High-net-worth individual returns (1040)
  • Provide tax planning, projections, and advisory services
  • Serve as a primary point of contact for clients
  • Supervise and mentor seniors and associates
  • Conduct technical tax research and resolve complex issues
  • Manage engagement workflow, budgets, and deadlines
  • Identify opportunities to improve processes and expand client relationships

Qualifications
  • 5–8+ years of public accounting tax experience
  • Strong experience with pass-through entities and HNW taxation
  • Experience managing multiple engagements and deadlines
  • Proficiency with CCH Axcess Tax required
  • Multi-state and Trust & Estate exposure strongly preferred
  • CPA preferred or actively pursuing
  • Strong leadership and client communication abilities


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com