Sr. Tax Manager

Assurance Group; Oradell (NJ); Hybrid; USD 140,000 - 180,000; Full time

Job summary

Assurance Group is seeking an experienced Senior Tax Manager to join our tax and wealth management team. You will partner with financial advisors and senior leadership to deliver proactive tax planning and advisory services for high-net-worth individuals and families.

Responsibilities include leading complex tax returns, final review and signing, and integrating tax planning into wealth management strategies. Remote-friendly hybrid work with coordination across multiple offices in the US.

Qualifications

• Bachelor’s degree in accounting or related field; CPA license required.
• 10+ years of tax experience.
• Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign) preferred.
• Proven ability to work effectively across departments and directly with financial advisors and clients in a professional, service-oriented manner.
• Strong organizational and attention to detail with the ability to manage high-volume workflow and meet deadlines.

Responsibilities

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.
• Responsible for performing the final review and signing of tax returns
• Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies
• Serve as a trusted tax advisor to high-net-worth individuals and families, focusing on proactive tax strategies that compliment their financial plan and investment strategy
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team
• Review and facilitate tax projections for clients and advisors
• Provide review notes to tax department staff to ensure accuracy and a dynamic learning environment
• Ensure all tax returns meet firm standards for accuracy, completeness, and compliance with applicable regulatory requirements

Skills

Tax advisory

Client communication

Cross-functional collaboration

Education

Bachelor’s degree in accounting or related field

CPA license

Tools

CCH AXCESS

CCH Workflow

CCH Collaboration

ShareFile

DocuSign

QuickBooks

Microsoft Office Suite

Job description

Established financial services firm is seeking an experienced Senior Tax Manager to join its growing tax and wealth management team.

This role will partner closely with financial advisors and senior tax leadership to provide proactive tax planning and advisory services to high-net-worth individuals and families.

Candidates may be based in Northern New Jersey/NYC, Philadelphia, Boston, Atlanta, Charlotte, or Asheville. Candidates located farther from an office may work primarily remotely with occasional in-office attendance.

Responsibilities:

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.
• Responsible for performing the final review and signing of tax returns
• Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies
• Serve as a trusted tax advisor to high-net-worth individuals and families, focusing on proactive tax strategies that compliment their financial plan and investment strategy
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team
• Review and facilitate tax projections for clients and advisors
• Provide review notes to tax department staff to ensure accuracy and a dynamic learning environment
• Ensure all tax returns meet firm standards for accuracy, completeness, and compliance with applicable regulatory requirements

Qualifications:

• Bachelor’s degree in accounting or related field, CPA license required
• 10+ years of tax experience
• Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign) preferred
• Proven ability to work effectively across departments and directly with financial advisors and clients in a professional, service-oriented manner
• Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines
• Strong attention to detail with commitment to accuracy when reviewing complex tax returns