Tax Manager

Jobot; Melville (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based bonus opportunities

Health, dental, vision insurance

401(k) with employer match

Generous PTO and paid holidays

CPE and professional development

Job summary

Jobot is recruiting a Tax Manager for its Melville, NY office. This role anchors the tax practice, oversees complex returns, and delivers proactive planning for individuals and businesses.

The position blends technical tax excellence with staff mentorship and client management. Ideal candidates hold a CPA license with 6+ years in public accounting tax, including supervisory experience, and are proficient with CCH Axcess, Lacerte, UltraTax, and Excel.

Qualifications

• 6+ years of public accounting tax experience, including at least 2 years in a supervisory or review role.
• Active CPA license (or EA/JD with equivalent experience).
• Strong knowledge of pass-through entity taxation, multi-state issues, and tax research.
• Proficiency with tax software (CCH Axcess, Lacerte, UltraTax, or similar) and Microsoft Excel.
• Excellent communication, leadership, and organizational skills.

Responsibilities

• Review and sign off on federal and state returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Provide proactive tax planning and consulting to clients.
• Research complex tax issues and communicate recommendations clearly.
• Manage workflow, deadlines, and extensions across the tax calendar.
• Supervise, train, and mentor staff and senior accountants.
• Serve as the primary point of contact for assigned clients.
• Represent clients in IRS and state tax notices, inquiries, and examinations.
• Contribute to process improvements and technology adoption.
• Support business development and client retention efforts.

Skills

CPA license

Public accounting tax

Leadership

Communication

Education

Bachelor's degree in Accounting/Taxation

Master's degree (a plus)

Tools

CCH Axcess

Lacerte

UltraTax

Excel

Job description

Tax Manager

$120000 - $180000 per year | Melville, NY | Hybrid | Permanent

A bit about us:

We are a growing, client-focused CPA firm providing tax, accounting, and advisory services to individuals, closely held businesses, and families. Our team values technical excellence, open communication, and a healthy work-life balance. We’re looking for an experienced Tax Manager to help lead our tax practice and develop the next generation of talent.

Why join us?

• Performance-based bonus opportunities
• Comprehensive health, dental, and vision insurance
• 401(k) with employer match
• Generous PTO and paid holidays
• CPE and professional development support
• Flexible scheduling during and after busy season
• Clear path to advancement, including potential partnership

Job Details

Key Responsibilities

• Review and sign off on federal and state returns for individuals, partnerships, S corporations, C corporations, trusts, and estates
• Provide proactive tax planning and consulting to clients
• Research complex tax issues and communicate recommendations clearly
• Manage workflow, deadlines, and extensions across the tax calendar
• Supervise, train, and mentor staff and senior accountants
• Serve as the primary point of contact for assigned clients
• Represent clients in IRS and state tax notices, inquiries, and examinations
• Contribute to process improvements and technology adoption
• Support business development and client retention efforts

Qualifications

• Bachelor’s degree in Accounting, Taxation, or a related field; Master’s degree is a plus
• Active CPA license (or EA/JD with equivalent experience)
• 6+ years of public accounting tax experience, including at least 2 years in a supervisory or review role
• Strong knowledge of pass-through entity taxation, multi-state issues, and tax research
• Proficiency with tax software (e.g., CCH Axcess, Lacerte, UltraTax, or similar) and Microsoft Excel
• Excellent communication, leadership, and organizational skills

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.