Tax Manager

DSF Advisors LLC; Midland Park (NJ); Hybride; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) match

PTO & holidays

Bonus opportunity

Hybrid/onsite flexibility

Résumé du poste

DSF Advisors LLC is seeking an entrepreneurial Tax Manager to oversee tax planning, compliance, reporting, and accounting support for closely held businesses, investment entities, and high‑net‑worth clients. The role requires sign‑off on tax returns and proactive tax advisory work.

You will lead a small team, mentor staff, stay current on tax laws, coordinate with finance, and drive process improvements and technology enhancements within a boutique CPA environment.

Qualifications

• Active CPA license or EA credential is required.
• 7+ years of progressive tax experience in small to mid-sized CPA firms.
• Strong technical expertise in partnership and S‑corporation taxation.
• Experience with federal, state, and local tax compliance, including multistate filings.
• Excellent analytical, organizational, problem‑solving, and client service skills.
• Advanced Excel and financial analysis skills.

Responsabilités

• Prepare and review federal, state, and local tax returns (1040, 1065, 1120S, 1120, 1041).
• Lead quarterly and annual tax provisions and K‑1 reporting.
• Provide proactive tax planning and advisory services to clients.
• Coordinate with accounting and finance on budgeting and forecasting.
• Assist with tax technology, workflow improvements, and internal controls.
• Mentor accounting staff involved in tax activities.

Connaissances

Analytical skills

Communication

Project management

Excel proficiency

Formation

CPA license or EA credential

Outils

UltraTax CS

Thomson Reuters tax software

Excel

Description du poste

DSF Advisors (DSF) is an outsourcing service provider serving emerging asset managers, real estate investors, and professional services firms. Founded in 2020 by Wilfredo Rodriguez, a CPA with over 20 years of financial services experience, DSF offers deep industry expertise and hands-on support. The firm delivers fractional CFO services, accounting and financial reporting, back-office support, tax compliance and fund operations, including trade settlements and investor relations. DSF also provides advisory and consulting services for projects such as manager and fund setup, due diligence, financial modeling, and reorganizations. Team members work closely with clients to provide practical, tailored financial and operational solutions.

In 2026, DSF Advisors acquired Zelitsky & Company, significantly expanding its existing tax practice and service capabilities. Zelitsky & Company is a Bergen County-based CPA firm specializing in tax, accounting, bookkeeping, business consulting, and tax planning services. The firm has built a strong reputation for providing personalized financial guidance and tax preparation services to medical groups, real estate businesses, and professional service firms. The acquisition strengthens DSF’s ability to deliver comprehensive tax and advisory solutions to a broader client base while enhancing its presence in the New York metropolitan market.

Role Description

We are seeking an entrepreneurial experienced and detail-oriented Tax Manager to oversee the Firm’s tax planning, compliance, reporting, and accounting support functions. Additionally, manage tax preparation processes. This role will ensure compliance with federal, state, and local tax regulations while identifying opportunities to improve tax efficiency and reduce risk. The Tax Manager will research and interpret tax law, identify planning opportunities, and provide proactive tax advisory support tailored to closely held businesses, investment entities, and high-net-worth clients. Responsibilities include providing strategic tax planning advice to clients, preparing and reviewing tax returns, staying updated on relevant tax legislation and compliance standards, and collaborating with clients to develop effective tax strategies. The ideal candidate has strong technical tax knowledge, excellent analytical skills, and experience working in a fast-paced small to mid-size business environment.

The role also supports internal process improvement, assists with tax technology and workflow enhancements, and helps ensure accurate, compliant, and efficient tax operations.

Key Responsibilities

• Manage, review, sign and filing of federal, state, and local tax returns including Forms 1040, 1065, 1120S, and 1120 trust and non profit tax returns
• Ensure timely and accurate quarterly and annual tax provisions
• Review and analyze K-1 allocations, capital accounts, basis, maintain partners and inside and out tax basis, including S Corp shareholder
• Serve as the primary point of contact for client tax matters, providing proactive guidance, timely communication, and responsive support regarding compliance, planning, and regulatory issues
• Monitor changes in tax laws and assess impact on the business
• Lead tax planning initiatives to minimize tax exposure and improve efficiencies
• Review financial records and reconcile tax accounts
• Support audits and respond to tax notices or inquiries from regulatory agencies
• Develop and maintain internal tax controls and documentation processes
• Partner with accounting and finance teams on budgeting, forecasting, and strategic initiatives
• Assist with entity structure, nexus reviews, and multi-state tax matters as applicable
• Maintain compliance with CPA professional standards and firm policies, circular 230
• Mentor and support accounting staff involved in tax-related activities

Our Tax Division operates as a small, hands-on, client-focused department, serving individuals, business owners, partnerships, S corporations, and other closely held entities. We are seeking a tax professional who thrives in a boutique CPA firm environment, is comfortable rolling up their sleeves, and can balance technical tax expertise with day-to-day client service and team leadership.

• Active CPA license or Enrolled Agent (EA) credential (required).
• Ability and willingness to sign tax returns and take ownership of tax engagements.
• 7+ years of progressive tax experience, preferably within small to mid-sized CPA firms, with substantial experience preparing and reviewing partnership (Form 1065), S corporation (Form 1120-S), individual (Form 1040), trust (Form 1041), and corporate (Form 1120) tax returns.
• Strong technical expertise in partnership and S corporation taxation, including basis calculations, capital accounts, distributions, allocations, and K-1 reporting.
• Extensive hands-on experience with federal, state, and local tax compliance, including multistate filings and complex individual and business returns.
• Hands‑on approach to tax preparation and review, with the willingness to work directly on engagements rather than functioning solely in a supervisory capacity.
• Experience managing tax engagements from initial client information gathering through preparation, review, filing, and follow‑up.
• Strong analytical, organizational, problem‑solving, and project management skills, with exceptional attention to detail.
• Demonstrated ability to manage multiple engagements, prioritize competing deadlines, and deliver high‑quality work in a fast‑paced environment.
• Excellent communication and client service skills, with the ability to explain complex tax matters in clear, practical terms and maintain strong client relationships.
• Advanced Excel and financial analysis skills.
• Ability to lead, mentor, and manage a small tax team, including assigning work, reviewing returns, monitoring deadlines, and supporting staff development.
• Comfortable working in a collaborative, entrepreneurial, and hands‑on CPA firm environment, where flexibility, accountability, and direct client involvement are essential.

Preferred Experience

• PPrior experience as a Tax Manager, Senior Tax Manager, or experienced Tax Supervisor in a small to mid-sized CPA firm.
• Experience advising owners of closely held businesses, partnerships, S corporations, and real estate investment entities.
• Familiarity with UltraTax CS and Thomson Reuters tax software.
• Experience identifying tax planning opportunities and providing practical guidance to business owners and high-net-worth individuals.
• Fluency in Spanish a Plus
• Hybrid or in‑office flexibility depending on company needs
• Collaborative and growth‑oriented culture
• Opportunity to influence financial strategy and operational improvements
• Competitive salary based on experience
• Annual bonus opportunity
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• High level of professional autonomy
• Opportunity for leadership growth and long‑term career development,
• Professional development and CPA support

The pay rate is the lowest to highest compensation we reasonably in good faith believe we would pay for the role. Employee pay is based on factors like relevant education, qualifications, certifications, experiences, skills and seniority. The range may be modified in the future.