Senior Tax Manager

Hero Acquisition; Montclair (NJ); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Hero Acquisition in Montclair, NJ seeks a Senior Tax Professional to lead complex tax reviews, manage client engagements, and mentor staff within a full-service CPA practice.

Ideal candidates hold a CPA or EA, with recent public accounting tax experience at senior levels, and strong skills in high-net-worth taxation, partnerships, corporations, estates, and multistate issues.

Excellent advisory, research, and communication abilities are essential to serve a diverse client base.

Qualifications

• CPA or EA license required or strongly preferred.
• Public accounting tax experience at Senior/Manager level.
• Experience reviewing complex tax returns.
• Experience with multi-state taxation.
• Strong tax research and problem-solving abilities.
• Excellent written and verbal communication.

Responsabilités

• Review complex federal and state tax returns for: High-net-worth individuals, Partnerships, LLCs, S corporations, Estates and trusts, Not-for-profit organizations.
• Provide tax planning and consulting services to individuals and businesses.
• Research and resolve complex tax issues.
• Manage multiple client engagements and ensure timely completion of projects.
• Supervise, mentor, and develop tax staff and seniors.
• Assist with IRS and state tax examinations and notices.

Connaissances

Tax planning

Client advisory

Mentoring staff

Reviewing complex returns

Strong communication

Formation

CPA or EA certification

Outils

CCH Axcess

Thomson Reuters UltraTax

GoSystem Tax RS

ProSystem fx

Description du poste

On behalf of our client, we are seeking a Senior Tax Professional. Support a full-service CPA and advisory firm providing tax, accounting, assurance, business valuation, forensic accounting, and litigation support services to a broad range of clients. Seeking manager level senior Tax Professional to join a growing tax practice. This leadership role is responsible for reviewing complex tax returns, managing client relationships, mentoring staff, and providing tax planning and advisory services to a diverse client base.

Responsibilities:

• Review complex federal and state tax returns for: High-net-worth individuals, Partnerships, LLCs, S corporations, and C corporations, Estates and trusts, Gift and estate tax returns, and Not-for-profit organizations.
• Provide tax planning and consulting services to individuals and businesses.
• Research and resolve complex tax issues.
• Manage multiple client engagements and ensure timely completion of projects.
• Supervise, mentor, and develop tax staff and seniors.
• Assist with IRS and state tax examinations and notices.

Must to Have:

• CPA or Enrolled Agent (EA) license strongly preferred.
• Recent public accounting tax experience, preferably at the Senior, Supervisor, Manager, or Senior Manager level.
• Demonstrated experience reviewing complex tax returns, not solely preparing basic individual or small-business returns.
• Strong experience with several of the following:
• High-net-worth individual taxation
• Closely held businesses
• Partnerships and LLCs
• S corporations
• C corporations
• Estates and trusts
• Gift and estate tax
• Not-for-profit organizations
• Multistate taxation
• Tax examinations and notices
• Demonstrated experience managing multiple client engagements and meeting tax-season deadlines.
• Prior supervisory, mentoring, and tax-review experience required.
• Strong tax research and technical problem-solving abilities.
• Excellent written and verbal communication skills.
• Strong client relationship and advisory skills.
• Ability to independently identify tax issues and develop practical solutions.

Preferred Qualifications

• Experience working with a sophisticated or diversified CPA firm client base.
• Experience with complex or multijurisdictional tax engagements.
• Experience with international tax matters or clients with international tax considerations.
• Experience with tax planning and projections beyond annual compliance.
• Experience with nonprofit and foundation tax matters.
• Experience supporting business transactions, estate planning, ownership changes, or other significant tax events.
• Strong familiarity with professional tax software and electronic tax research tools used in modern public accounting environments.
• Experience with platforms such as CCH Axcess, CCH ProSystem fx, Thomson Reuters UltraTax, GoSystem Tax RS, or comparable professional tax systems is preferred.
• Strong QuickBooks and accounting-system knowledge is a plus.

Ideal Candidate Profile

The successful candidate will be a public accounting tax professional who has progressed beyond return preparation into review, engagement management, client advisory, and staff leadership.

This position is best suited for someone who:

• Has worked recently within a CPA/public accounting environment.
• Regularly reviews complex individual and business tax returns.
• Has experience with sophisticated client situations rather than primarily basic 1040 and small-business compliance.
• Has substantial experience with high-net-worth individuals and closely held businesses.
• Has meaningful exposure to estates, trusts, gift/estate tax, and nonprofit taxation.
• Has supervised or mentored tax professionals.