Tax Manager
Current · Somerset, NJ · 3 wk ago
HybridFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use for each section heading. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "Equal Opportunity" paragraph.
We need to preserve all substantive information. Let's parse the posting.
Content:
- About The Company (description). This is about company, not role. Should we include as "About the role"? The instruction: use
for each section heading. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "Equal Opportunity" paragraph.
We need to preserve all substantive information. Let's parse the posting.
Content:
- About The Company (description). This is about company, not role. Should we include as "About the role"? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to these headings. The "About The Company" could go under "About the role"? Actually "About the role" is typical. But we have company description. Could treat as "About the role" maybe includes company overview. The instruction says use those headings as examples; we can include sections only when posting has real specific content. So we can have "About the role" with company description and role summary.
We have a paragraph: "We are seeking an experienced Tax Manager with a strong background in High-Net-Worth (HNW) individual taxation and partnerships. This individual will manage complex tax engagements, provide proactive tax planning and advisory services, maintain key client relationships, and mentor members of the tax team. The ideal candidate brings significant public accounting experience working with HNW individuals, partnerships, pass-through entities, and closely held businesses, along with the technical expertise and client-facing skills to serve as a trusted advisor."
That's role summary.
Then "Key Responsibilities" bullet list.
Then "Qualifications" bullet list.
Then "Compensation & Benefits" paragraph.
We also have "Equal Opportunity" which we must remove.
We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have Responsibilities (Key Responsibilities). We have Qualifications (list). We have Benefits (Compensation & Benefits). We have Pay? Not explicitly given salary numbers; only says "Our salary ranges are competitive within the accounting industry and are updated regularly..." No specific numbers. According to instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. For Benefits we have content (list of benefits). For Pay we have only generic statement about competitive salary ranges but no specific numbers. Is that considered stating them? It says "Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry." That's a statement about pay but not specific numbers. The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The phrase "competitive within the accounting industry" is vague but still a statement. However it's not a specific number or range. Might be considered filler? The instruction says avoid placeholder like "commensurate with experience". This is similar but not exactly placeholder. It says "Our salary ranges are competitive within the accounting industry". That's still vague but it's a statement. I'd lean to include Pay section with that statement? But risk of being considered filler. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state something about pay (salary ranges are competitive). So we could include Pay section with that sentence. However we also have Benefits section already; we could combine Pay and Benefits? But they said prefer a few substantive sections over many thin ones. Could combine Pay and Benefits into one "Benefits" section that includes both compensation and benefits details. But they have separate headings for Pay and Benefits. We could include Benefits section with the benefits list, and maybe not include Pay section because it's vague. Safer to omit Pay.
Schedule: no info about schedule. So omit.
Skills: we could extract skills from qualifications/responsibilities: e.g., tax planning, research, advisory, client relationship, communication, leadership, staff development, multi-state taxation, etc. But we already have Qualifications section; Skills could be separate but might be thin. Better to not create Skills if not explicitly listed as a separate section. The posting does not have a "Skills" heading. So we should not create Skills section unless we have explicit skills list. We could infer but that might be inventing. So omit Skills.
Requirements: we have Qualifications list; maybe Requirements is similar. The posting has "Qualifications" heading. We could map that to Requirements section. Or we could have both Requirements and Qualifications? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide which to use. The posting has "Qualifications". We could treat that as Qualifications section. Requirements could be omitted if not present. However we could also treat the qualifications list as Requirements. But we have both headings; we should not duplicate content. Better to use Qualifications heading for the list, and maybe Requirements omitted. Or we could rename the heading to Requirements and keep content. But the posting says "Qualifications". The instruction says we can use those headings as examples; we are not required to match exactly; we can choose appropriate headings based on content. So we can have a section "Qualifications" with the list. That's fine.
Thus sections:
- About the role: company description + role summary paragraph.
- Responsibilities: list of key responsibilities.
- Qualifications: list of qualifications.
- Benefits: list of benefits from Compensation & Benefits paragraph.
We need to ensure we preserve all substantive information. Let's extract.
About the role: combine company description and role summary.
Company description paragraph: "At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession."
Then role summary: "We are seeking an experienced Tax Manager with a strong background in High-Net-Worth (HNW) individual taxation and partnerships. This individual will manage complex tax engagements, provide proactive tax planning and advisory services, maintain key client relationships, and mentor members of the tax team. The ideal candidate brings significant public accounting experience working with HNW individuals, partnerships, pass-through entities, and closely held businesses, along with the technical expertise and client-facing skills to serve as a trusted advisor."
We can combine into About the role section.
Responsibilities: bullet list from "Key Responsibilities". Let's capture each line:
- Manage and review complex federal, state, and local tax returns, with a strong focus on HNW individuals and partnerships.
- Serve as a primary point of contact for HNW individuals, business owners, partnerships, and other key clients.
- Provide proactive tax planning and identify tax-saving opportunities throughout the year.
- Advise clients on partnership and pass-through taxation, entity structuring, transactions, and related tax matters.
- Research and resolve complex federal and multi-state tax issues.
- Manage multiple client engagements, deadlines, budgets, staffing, and deliverables.
- Review workpapers and tax returns for technical accuracy and compliance.
- Develop strong client relationships through proactive communication and responsive service.
- Mentor and develop tax professionals through delegation, coaching, and technical guidance.
- Collaborate with partners and firm leadership on complex client matters and planning opportunities.
Qualifications: bullet list from "Qualifications". Let's capture:
- Bachelor's degree in Accounting, Taxation, Finance, or related field.
- CPA license required.
- 6+ years of progressive public accounting tax experience.
- Significant hands-on experience with HNW individual taxation (1040) and partnership taxation (1065/K-1s).
- Experience with pass-through entities, closely held businesses, and complex individual tax matters.
- Strong tax planning, research, and advisory experience.
- Experience reviewing complex returns and managing multiple client engagements.
- Strong client relationship and communication skills.
- Demonstrated leadership and staff development experience.
- Multi-state taxation experience preferred.
- Trust, estate, family office, and real estate partnership experience is a plus.
- Master's degree in Taxation preferred.
- Candidates located in New Jersey or with experience serving New Jersey clients are strongly preferred.
Benefits: from "Compensation & Benefits" paragraph:
"The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We Provide a Robust Benefits Package, Including Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term & Short-Term Disability InsuranceAncillary Benefits such as supplemental life insurance, critical illness, and accident insuranceClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning"
We need to format as list items. Let's parse:
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Also note base salary and benefits mention but no specifics; we could include a sentence about base salary being competitive etc. But we already have Pay omitted. Could include a short paragraph about base salary being competitive etc. However that's similar to Pay. Might be considered filler. But it's substantive: they mention base salary and benefits, salary ranges competitive, new hire offers based on experience etc. That is substantive about compensation. Could include a short paragraph under Benefits or maybe a separate Pay section. Since we already have Benefits section, we could include a short paragraph about compensation before the list. That would be okay.
Thus Benefits section: a
describing compensation and then
- list.
We must not include boilerplate like Equal Opportunity.
Now produce HTML fragment: sections with
- ... ...
- ... ...
- ... ...
headings.
Structure:
About the role
...company description...
...role summary...
Responsibilities
Qualifications
Benefits
...compensation description...