Tax Manager

KNM Resources; Asbury Park (NJ); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Full medical, dental, vision coverage

401K match

Generous PTO

Job summary

KNM Resources in New Jersey is seeking an experienced CPA to lead reviews of Federal and State individual and fiduciary tax returns (1040, 1041) for high-net-worth clients. You'll serve as the technical resource for staff and advisors, manage client relationships, and mentor staff-level preparers as the firm grows into its next generation of leadership.

This role offers 4 days in-office, with alternating Fridays WFH or off, and a comprehensive benefits package including 100% paid medical, dental

Qualifications

• CPA license or actively pursuing licensure.
• 5+ years public accounting experience with a strong review/technical background.
• Experience with Federal and State individual and trust/estate returns.

Responsibilities

• Review Federal and State individual and fiduciary tax returns (1040, 1041).
• Serve as a technical resource for staff and advisor to clients on planning and compliance.
• Manage client relationships.
• Mentor and develop staff-level preparers.

Skills

Review/technical background

Public accounting

Client relationship management

Education

CPA license or actively pursuing licensure

EA candidates encouraged

Tools

UltraTax CS

GoFileRoom

Microsoft Word

Microsoft Excel

PowerPoint

QuickBooks

Job description

Job Description

Salary plus bonus:

commensurate with experience

Benefits:

• 100% paid medical, dental and vision. 401K match, generous PTO

Overview:

This is a review role, not a preparation role. You'll review complex Federal and State individual and fiduciary returns (1040, 1041) prepared by staff, and serve as the technical point of contact for a client base of high-net-worth individuals and their trusts and estates. The firm is planning for its next generation of leadership and is looking for someone who wants to grow into that role over time.

Why this CPA firm:

This is a diversified practice offering much more than just tax compliance for their HNW clients and their interests. They offer financial and retirement planning, family office services, estate and trust planning, and business valuation — so the work extends into succession, wealth transfer, and fiduciary matters.No business development required for advancement, including partnership trackBusy season hours are structured to be manageable4 days in-office with alternating Fridays WFH or off (May-December); part-time arrangements considered for the right candidateLocated in Monmouth County — an option for anyone local or looking to move away from the North Jersey/NYC commute

What you'll do:

Review Federal and State individual and fiduciary tax returns (1040, 1041)Serve as a technical resource for staff and advisor to clients on planning and complianceManage client relationshipsMentor and develop staff-level preparers

What we're looking for:

CPA license, or actively pursuing CPA licensure — EA candidates also encouraged to apply5+ years of public accounting experience with a strong review/technical backgroundExperience with Federal and State individual and trust/estate returnsProficiency with Thomson Reuters UltraTax CS and GoFileRoom, Microsoft Word, Excel, PowerPoint, and QuickBooks