Senior Tax Manager - Client Leadership & Planning

Hero Acquisition; New Jersey; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Paid time off

401(k)

Disability insurance

Health insurance

Vision insurance

Job summary

Hero Acquisition, on behalf of a client, seeks a Senior Tax Professional to join a full-service CPA and advisory firm in New Jersey. You will lead tax engagements, review complex returns for high-net-worth individuals and businesses, and manage key client relationships while mentoring junior staff.

This leadership role emphasizes tax planning, compliance, and advisory services, with travel to client locations as needed.

Qualifications

• Bachelor's degree required.
• CPA or Enrolled Agent (EA) license strongly preferred.
• 8-10+ years of small to mid-size CPA firm experience.
• Excellent verbal and written communication skills.
• Strong analytical and time management skills.
• Willingness to travel to clients.
• Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.

Responsibilities

• Prepare and review tax returns for high-net-worth individuals and small to mid-sized businesses.
• Assist with gift, estate, and tax-exempt entity tax matters.
• Manage all aspects of client relationships in a professional and timely manner.
• Prepare and review financial statements.
• Perform audit and assurance engagements as needed.
• Communicate directly with clients and provide timely responses to inquiries.
• Supervise, mentor, and review the work of firm staff.
• Perform onsite work at client locations as required.

Skills

Excellent verbal and written沟

Analytical skills

Time management

Willingness to travel

Education

Bachelor's degree

Master’s degree in accounting or taxation

Tools

QuickBooks

Accounting/Tax Software

MS Office

Job description

Hero Acquisition, on behalf of a client, seeks a Senior Tax Professional to join a full-service CPA and advisory firm in New Jersey. You will lead tax engagements, review complex returns for high-net-worth individuals and businesses, and manage key client relationships while mentoring junior staff.

This leadership role emphasizes tax planning, compliance, and advisory services, with travel to client locations as needed.