Tax Advisory Manager: Client Strategy & Growth

Trueline; Williamstown (NJ); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Medical coverage through UnitedHealthh

401(k) with employer match

PTO up to 3 weeks

Early Friday office closures

Paid holidays

Director career path

Diversity-driven culture

Job summary

Trueline is seeking a Tax Consulting Manager—Client Advisory & Strategy to join our Staten Island, NY team. This hands-on leader will guide tax strategy, manage staff, and help clients convert accurate financials into smarter business decisions.

The role offers a path to Director, with exposure to expanding advisory services and national growth. Travel to other offices is required as needed.

Qualifications

• Must have strong tax preparation and review experience at senior levels
• Experience advising individuals and small business owners on proactive tax strategies
• Ability to review P&L and financial reports and communicate recommendations
• Working knowledge of GAAP and accounting practices
• Strong client-facing communication and ability to manage high-pressure conversations
• Experience mentoring and developing tax/accounting professionals
• Confident delegator who can handle complex assignments when needed

Responsibilities

• Lead day-to-day tax operations for individuals and business clients
• Review financial statements, P&L, and bookkeeping records to identify tax-saving opportunities
• Prepare and review tax returns and delegate work as appropriate
• Meet with individuals and business owners to explain tax strategies clearly
• Manage a busy tax-season appointment schedule including walk-ins
• Mentor staff and set quality standards for client service
• Guide bookkeeping improvements and tax readiness with clients
• Identify opportunities to offer advisory services beyond compliance

Skills

Tax preparation

Tax review

Advising individuals

P&L review

GAAP knowledge

QuickBooks

Mentoring staff

Client communication

Education

CPA license

QuickBooks ProAdvisor certification

Tools

QuickBooks

Job description

Trueline is seeking a Tax Consulting Manager—Client Advisory & Strategy to join our Staten Island, NY team. This hands-on leader will guide tax strategy, manage staff, and help clients convert accurate financials into smarter business decisions.

The role offers a path to Director, with exposure to expanding advisory services and national growth. Travel to other offices is required as needed.