An established tax firm serving high-net-worth individuals and businesses is seeking an experienced Tax Manager / Supervisor to join their team. In this role, you will primarily review and prepare complex tax returns, provide mentorship to junior staff, and ensure high-quality deliverables for their affluent clientele. They are looking for a dedicated professional who values work-life balance outside of tax season, has excellent communication skills, and is committed to putting down roots with their firm for long-term growth.
Tax Manager / Supervisor Responsibilities :
- Review tax returns prepared by staff accountants, ensuring accuracy and compliance
- Prepare complex returns
- Prepare and review basic trust returns
- Mentor junior staff members to facilitate their professional development
- Communicate effectively with affluent clients regarding tax matters
- Contribute to team efforts during peak tax season
- Work with various entity types including single member LLCs, sole proprietorships, S corps, C corps, and trusts
- Handle clients with multiple properties and employees
- Adapt to firm-specific processes and software systems
Tax Manager / Supervisor Requirements :
Minimum 10 years of experience preparing complex individual returns for high-net-worth clientsExperience with K1s, including complex returns involving hedge funds and private equityUnderstanding and ability to prepare and review basic trustsCPA license requiredProficiency with tax preparation softwareProSeries experience preferredExcellent communication skills for client interactionsAbility to work extended hours during tax seasonTeam-oriented approach and willingness to assist beyond primary responsibilitiesPositive attitude and resilience during high-pressure periodsDesire for long-term career growth within a small firm environmentBenefits :
Competitive salaryPerformance-based discretionary bonusSimple IRA with employer matchComprehensive health benefitsUnique vacation policy with potential for significant additional paid time off5 days of paid sick leave8 paid holidaysRelocation assistance availableWork-life balance focus outside of tax seasonSmall firm environment with respectful, collaborative cultureOpportunity for long-term growth toward partnershipTo learn more about this exciting opportunity, apply now!
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