Job Description

Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work This Jobot Job is hosted by: Kal Mayer Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $140,000 - $210,000 per year A bit about us: We are a well-established, mid-sized public accounting and advisory firm with over 50 years of experience serving a diverse client base. With offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries. Why join us? Hybrid work schedule (typically 3 days in-office) Strong exposure to high-net-worth individuals and closely held businesses True generalist tax experience (not siloed or niche work) Opportunity to grow into tax planning and advisory work Collaborative, supportive team environment Direct access to leadership and mentorship Stable, long-tenured firm with strong reputation Competitive compensation and clear growth path Job Details The Tax Manager will oversee client engagements, ensuring accurate and timely tax compliance while identifying planning opportunities. This role acts as a central point of contact for clients and internal teams, balancing technical expertise with leadership responsibilities. Key Responsibilities Manage a portfolio of individual and business clients, serving as the primary contact for tax-related matters Review complex tax filings, including corporate, partnership, and individual returns Ensure all deliverables meet strict filing deadlines throughout the year Provide proactive tax planning strategies and communicate recommendations clearly Conduct research on nuanced tax issues and apply findings appropriately Stay informed on evolving tax regulations and ensure compliance across engagements Lead, mentor, and develop team members by reviewing work and offering actionable feedback Delegate tasks effectively while managing multiple projects simultaneously Oversee engagement budgets, billing, and workflow tracking Identify process inefficiencies and recommend improvements Support client retention and growth by identifying additional service opportunities Qualifications Bachelor’s degree in Accounting or related field CPA license preferred or in progress 5+ years of experience in public accounting Strong experience with pass-through entities and individual taxation Technical Skills Familiarity with tax preparation and workflow management software Advanced Excel and data analysis capabilities Core Competencies Strong analytical thinking and attention to detail Effective communication skills, both written and verbal Ability to manage competing priorities and meet tight deadlines Proven leadership and team development abilities Work Environment Hybrid schedule (generally 3 days in-office, 2 remote) Increased workload during peak tax seasons Ongoing collaboration with clients and internal teams 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. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

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