Tax Manager

Protouch Staffing; Latham (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Protouch Staffing in New York seeks an experienced Tax Manager to lead tax planning, compliance, and client advisory services. You will supervise staff, develop staff, and ensure engagements are delivered accurately, efficiently, and profitably in a collaborative, client-focused environment.

The role requires strong knowledge of federal and state tax rules, excellent communication, and a proactive approach to advising clients to optimize outcomes.

Qualifications

• Bachelor's or Master's degree in Accounting, Taxation, Finance, or related discipline.
• Minimum 5 years of experience in public accounting.
• Strong knowledge of federal and state tax compliance and planning.
• Experience reviewing tax returns and workpapers.
• Excellent client service and communication skills.
• CPA certification preferred but not required.

Responsibilities

• Supervise staff, in-charge accountants, and seniors; coach and evaluate performance.
• Provide industry-specific tax guidance to enhance client service.
• Serve as primary client contact for routine tax questions.
• Identify significant issues and develop recommendations with management.
• Build and maintain strong client relationships and develop new contacts.
• Ensure engagement budgets, deadlines, and profitability.
• Review tax workpapers, returns, and related documentation for accuracy.
• Deliver comprehensive tax planning and advisory services.

Skills

Tax Planning

Tax Compliance

Public Accounting

Client Relations

Staff Supervision

Mentoring

Budgeting

Problem Solving

Education

Accounting/Tax Degree

Job description

Position Overview

We are seeking an experienced Tax Manager to join our team. The Tax Manager will work in a collaborative, client-focused environment, building strong client relationships while providing tax guidance, planning, and compliance services. This role will also oversee and develop staff and help ensure engagements are completed accurately, efficiently, and profitably.

Key Responsibilities

• Supervise staff, in-charge accountants, and senior-level team members; provide coaching, feedback, and performance guidance.


• Provide industry-specific knowledge and guidance to team members to enhance client service quality.


• Serve as a primary client contact for routine tax questions, information requests, and engagement-related matters.


• Identify significant client issues and opportunities and develop recommendations and solutions in coordination with management.


• Build and maintain strong client relationships and identify opportunities to develop new client contacts.


• Provide effective and professional verbal and written communication with clients, team members, and third parties.


• Monitor engagement budgets, project profitability, deadlines, and overall engagement performance.


• Provide comprehensive tax planning and advisory services based on clients' business and financial needs.


• Review tax workpapers, financial reports, tax returns, management letters, and related engagement documentation for accuracy and completeness.

Perform Tax-related Procedures And Other Engagement Activities As Required.

• Handle federal and state regulatory and tax reporting matters, including responding to tax notices and assisting clients during tax audits.


• Communicate directly with attorneys, brokers, taxing authorities, and other third parties when appropriate.


• Support the professional development and training of tax staff and contribute to a collaborative team environment.


• Maintain current knowledge of applicable federal and state tax laws, regulations, and compliance requirements.

Qualifications

• Bachelor's or Master's degree in Accounting, Taxation, Finance, or a related discipline.


• Minimum Of 5 Years Of Experience In Public Accounting.


• Strong knowledge of federal and state tax compliance and planning.


• Experience reviewing tax returns, workpapers, and related financial documentation.


• Strong client service, communication, and relationship-building skills.


• Demonstrated ability to supervise, mentor, and develop accounting/tax professionals.


• Strong organizational skills with the ability to manage multiple engagements, priorities, and deadlines.


• Ability to work collaboratively in a team-oriented environment.


• Strong analytical, problem-solving, and decision-making abilities.


• CPA certification or active pursuit of CPA certification is preferred but not required.

Key Skills

• Tax Planning & Compliance


• Federal & State Taxation


• Public Accounting


• Tax Return & Workpaper Review


• Client Relationship Management


• Staff Supervision & Mentoring


• Tax Audit & Notice Resolution


• Engagement Budget & Profitability Management


• Tax Research & Regulatory Reporting