Tax Manager

Job Details

We are seeking a Tax Manager to work from our Great Neck office on a hybrid schedule. This individual will serve as a senior leader on the tax team… mentoring and supervising staff, reviewing complex returns, and ensuring high-quality tax planning and compliance for our entrepreneurial client base. This is a leadership-focused, client-facing role ideal for someone who enjoys developing people while remaining technically strong in tax planning and strategy.

Key Responsibilities & Duties

• Supervise, mentor, and develop junior and senior tax staff
• Review corporate, partnership, and individual tax returns for accuracy and strategy optimization
• Provide technical guidance and training to staff on tax law and planning strategies
• Prepare and oversee complex tax plans for new and existing clients
• Advise business owners on proactive tax-saving strategies
• Aid clients with implementation of advanced tax and wealth-building strategies
• Review financial statements and propose necessary AJEs for tax optimization
• Maintain high standards of quality control and workflow efficiency
• Participate in client meetings (many conducted via Zoom)

Requirements

• Bachelor’s or Master’s Degree in Accounting or Tax
• CPA or EA preferred (not required)
• Minimum 6+ years of progressive experience in tax preparation and review
• Strong background in corporate, partnership, and individual tax returns
• Experience mentoring or supervising staff accountants
• Proven ability to manage multiple client engagements simultaneously
• Strong technical knowledge of tax strategy and tax planning concepts
• Ability to work independently while leading a team

Qualifications

• Most of the following qualifications are required:
• Most of the following qualifications are required:

Skills

• Strong communication and interpersonal skills
• Ability to work independently and lead a team
• Technical proficiency in tax planning and strategy

Benefits

• Competitive Compensation
• Generous PTO & Paid Holidays
• Leadership Opportunity: Mentor and develop a growing team of tax professionals
• Collaborative Work Environment with direct client impact

Pay

$120,000 - $160,000 per year

Schedule

Hybrid schedule

Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. We are relentlessly client-focused and committed to delivering advanced tax strategies through a proactive, advisory-driven approach. Our team thrives on growth, innovation, and making a measurable financial impact in our clients’ lives.

Why join us?

• Competitive Compensation
• Generous PTO & Paid Holidays
• Leadership Opportunity: Mentor and develop a growing team of tax professionals
• Collaborative Work Environment with direct client impact

Job Details

We are seeking a Tax Manager to work from our Great Neck office on a hybrid schedule. This individual will serve as a senior leader on the tax team… mentoring and supervising staff, reviewing complex returns, and ensuring high-quality tax planning and compliance for our entrepreneurial client base. This is a leadership-focused, client-facing role ideal for someone who enjoys developing people while remaining technically strong in tax planning and strategy.

Key Responsibilities & Duties

• Supervise, mentor, and develop junior and senior tax staff
• Review corporate, partnership, and individual tax returns for accuracy and strategy optimization
• Provide technical guidance and training to staff on tax law and planning strategies
• Prepare and oversee complex tax plans for new and existing clients
• Advise business owners on proactive tax-saving strategies
• Aid clients with implementation of advanced tax and wealth-building strategies
• Review financial statements and propose necessary AJEs for tax optimization
• Maintain high standards of quality control and workflow efficiency
• Participate in client meetings (many conducted via Zoom)

Requirements

• Bachelor’s or Master’s Degree in Accounting or Tax
• CPA or EA preferred (not required)
• Minimum 6+ years of progressive experience in tax preparation and review
• Strong background in corporate, partnership, and individual tax returns
• Experience mentoring or supervising staff accountants
• Proven ability to manage multiple client engagements simultaneously
• Strong technical knowledge of tax strategy and tax planning concepts
• Ability to work independently while leading a team

Qualifications

• Most of the following qualifications are required:
• Most of the following qualifications are required:

Skills

• Strong communication and interpersonal skills
• Ability to work independently and lead a team
• Technical proficiency in tax planning and strategy

Benefits

• Competitive Compensation
• Generous PTO & Paid Holidays
• Leadership Opportunity: Mentor and develop a growing team of tax professionals
• Collaborative Work Environment with direct client impact

Pay

$120,000 - $160,000 per year

Schedule

Hybrid schedule

Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. We are relentlessly client-focused and committed to delivering advanced tax strategies through a proactive, advisory-driven approach. Our team thrives on growth, innovation, and making a measurable financial impact in our clients’ lives.

Why join us?

• Competitive Compensation
• Generous PTO & Paid Holidays
• Leadership Opportunity: Mentor and develop a growing team of tax professionals
• Collaborative Work Environment with direct client impact

Job Details

We are seeking a Tax Manager to work from our Great Neck office on a hybrid schedule. This individual will serve as a senior leader on the tax team… mentoring and supervising staff, reviewing complex returns, and ensuring high-quality tax planning and compliance for our entrepreneurial client base. This is a leadership-focused, client-facing role ideal for someone who enjoys developing people while remaining technically strong in tax planning and strategy.

Key Responsibilities & Duties

• Supervise, mentor, and develop junior and senior tax staff
• Review corporate, partnership, and individual tax returns for accuracy and strategy optimization
• Provide technical guidance and training to staff on tax law and planning strategies
• Prepare and oversee complex tax plans for new and existing clients
• Advise business owners on proactive tax-saving strategies
• Aid clients with implementation of advanced tax and wealth-building strategies
• Review financial statements and propose necessary AJEs for tax optimization
• Maintain high standards of quality control and workflow efficiency
• Participate in client meetings (many conducted via Zoom)

Requirements

• Bachelor’s or Master’s Degree in Accounting or Tax
• CPA or EA preferred (not required)
• Minimum 6+ years of progressive experience in tax preparation and review
• Strong background in corporate, partnership, and individual tax returns
• Experience mentoring or supervising staff accountants
• Proven ability to manage multiple client engagements simultaneously
• Strong technical knowledge of tax strategy and tax planning concepts
• Ability to work independently while leading a team

Qualifications

• Most of the following qualifications are required:
• Most of the following qualifications are required:

Skills

• Strong communication and interpersonal skills
• Ability to work independently and lead a team
• Technical proficiency in tax planning and strategy

Benefits

• Competitive Compensation
• Generous PTO & Paid Holidays
• Leadership Opportunity: Mentor and develop a growing team of tax professionals
• Collaborative Work Environment with direct client impact

Pay

$120,000 - $160,000 per year

Schedule

Hybrid schedule

Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. We are relentlessly client-focused and committed to delivering advanced tax strategies through a proactive, advisory-driven approach. Our team thrives on growth, innovation, and making a measurable financial impact in our clients’ lives.

Why join us?

• Competitive Compensation
• Generous PTO & Paid Holidays
• Leadership Opportunity: Mentor and develop a growing team of tax professionals
• Collaborative Work Environment with direct client impact