Senior Tax Manager

Whale Mallozzi & Padgett PC; New York (NY); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Whale, Mallozzi, & Padgett PC is a growing accounting firm in New York, seeking a Senior Tax Manager with extensive public accounting experience to lead engagements and ensure client satisfaction. The role emphasizes leadership, tax planning, and high-quality compliance across complex individual and business returns.

Responsibilities include mentoring junior staff, reviewing complex tax filings, and delivering strategic advice while maintaining strong client relationships.

Qualifikationen

• Bachelor's degree in accounting required.
• CPA is preferable but not required.
• 7+ years of experience in the tax department of a public accounting firm.
• At least 2 years of detailed tax review experience.
• Experience with Ultratax, Quickbooks, and Microsoft products is preferable.

Aufgaben

• Lead, train, and mentor junior staff, fostering a collaborative team environment.
• Prepare and review complex business tax returns, ensuring compliance with federal and state tax regulations.
• Provide expert tax review and planning services for complex individual returns (1040s), including employee stock option reporting, multi-state taxation, Schedule C, Single Member LLC, and complex K-1s and brokerage statements.
• Utilize tax software tools such as Ultratax and Quickbooks.
• Develop and maintain outstanding client relationships through exceptional service and communication.
• Manage multiple tax engagements, ensuring projects are completed accurately and on time.
• Identify tax issues and planning opportunities, providing strategic advice to clients.
• Represent the firm professionally in all client interactions, with strong verbal, written, and presentation skills.
• Maintain strong analytical, organizational, and project management skills with keen attention to detail.
• Assist partners with reviewing tax returns.

Kenntnisse

Leadership

Mentoring

Client service

Communication

Analytical

Project management

Ausbildung

Bachelor's degree in accounting

CPA preferred

Tools

Ultratax

Quickbooks

Microsoft Office

Jobbeschreibung

Job Description

Job Description

About Us:

Whale, Mallozzi, & Padgett PC is a growing small to medium-sized accounting firm dedicated to providing exceptional tax services to our diverse clientele. We specialize in personalized tax planning and compliance services and pride ourselves on our commitment to client satisfaction and professional development.

Job Summary:

We are seeking a highly skilled and experienced Senior Tax Manager to join our team. The ideal candidate with extensive experience in public accounting. This role requires exceptional client service, leadership, and technical tax skills to manage and oversee multiple engagements, ensuring the highest quality of service and compliance.

Key Responsibilities:

• - Lead, train, and mentor junior staff, fostering a collaborative and supportive team environment.
• - Prepare and review complex business tax returns, ensuring compliance with federal and state tax regulations.
• - Provide expert tax review and planning services, specifically for complex individual tax returns (1040s), including employee stock option reporting, multi-state taxation, Schedule C, Single Member LLC, and complex K-1s and brokerage statements.
• - Utilize tax software tools such Ultratax and Quickbooks
• - Develop and maintain outstanding client relationships through exceptional service and communication skills.
• - Manage multiple tax engagements, ensuring projects are completed accurately and on time.
• - Identify tax issues and planning opportunities, providing strategic advice to clients.
• - Represent the firm professionally in all client interactions, demonstrating strong verbal, written, and presentation skills.
• - Maintain strong analytical, organizational, and project management skills with keen attention to detail.
• -Assist partners with reviewing tax returns.

Qualifications:

• - Bachelor's degree in accounting.
• - CPA is preferable but not required.
• - 7+ years of experience in the tax department of a public accounting firm.
• - At least 2 years of detailed tax review experience.
• - Preferable experience with Ultratax, Quickbooks, and Microsoft products.
• - Exceptional client service and communication skills.
• - Strong leadership, training, and mentoring abilities.
• - Excellent analytical, organizational, and project management skills.

Company Description

Whale, Mallozzi, & Padgett PC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Whale, Mallozzi, & Padgett PC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Company Description

Whale, Mallozzi, & Padgett PC is a full-service accounting firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Whale, Mallozzi, & Padgett PC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.