Tax Manager - Wealth Advisory Team

At Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

About Us :

Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. With over $4 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client's financial goals. As a wholly owned subsidiary of SAX Advisory Group LLC, an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life. Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.

Job Summary :

We are seeking an experienced and detail-oriented Tax Manager that will sit inside SAX Wealth Advisor team. We're ideally looking for someone local to the NY Metro, NJ, PA, or CT area. The successful candidate will prepare financial reports and tax projections, prepare income tax returns, ensure compliance with regulations, and support financial planning initiatives to help our clients and the team of Wealth Advisors achieve financial success.

Key Responsibilities :

• Review and analyze financial statements and reports in accordance with accounting standards.
• Ensure compliance with tax regulations
• Prepare annual tax returns for clients
• Support budgeting, forecasting, and financial analysis activities
• Implement and maintain internal controls to safeguard company assets
• Provide mentorship and guidance to junior accounting staff and associate wealth advisors
• Stay updated on changes in financial regulations and best practices
• Collaborate with Wealth Advisors to support client financial strategies
• Prepare and present on-going income tax projections to determine any strategies a client can implement

Qualifications :

Comprehensive Benefits Package includes :

Sax Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

New Jersey Pay Range

$125,000-$150,000 USD

New York Pay Range

$125,000-$150,000 USD