Tax Manager

The Bachrach Group; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

The Bachrach Group in New York, NY is seeking an experienced tax department administrator to manage staffing, workload balancing and professional development within the firm.

You will coordinate with partners, oversee CPE, client tax updates, bookkeeping staff and recruitment, and drive efficient tax workflows and e-signature/e-filing processes.

Qualifications

• Bachelor's Degree in Accounting and/or MS in Taxation required.
• At least 5 years of tax department experience.
• CPA license preferred.

Responsibilities

• Make staffing decisions with Partners to balance workload and client due dates.
• Serve as initial contact for tax staff on workload/time management, scheduling, and professional development within the firm.
• Act as a liaison for Tax Partners to mediate conflicts and resolve resource needs that develop.
• Oversee and manage annual CPE requirements for the tax department, including suggestions for courses and training.
• Assist with the development and publication of the firm's client tax updates and memos.
• Oversee and manage the firm's bookkeeping staff and administrative tax staff.
• Assist with recruitment and performance reviews of staff.
• Develop, administer and/or participate in orientation programs for incoming hires.
• Manage and oversee the firm's tax workflow processes on an ongoing basis, including changes such as new clients and administrative changes.
• Manage and oversee the client e-signature and e-filing processes.
• Manage and maintain the firm's paperless document management system.

Skills

Staff management

Workload management

Scheduling

Professional development

Client tax updates

CPE management

Recruiting

Performance reviews

Orientation programs

Tax workflow

Education

Bachelor's Degree in Accounting

MS in Taxation

CPA license preferred

Tools

Job description

New York , New York Permanent May 21, 2025

Essential Job Functions/Responsibilities

• Make decisions on staffing issues by working with Partners and Principals to find solutions for workload balancing and client due dates
• Serve as an initial point of contact with tax staff on issues such as workload/time management, scheduling, and professional development within the firm
• Act as a liaison for Tax Partners to mediate conflicts and resolve resource needs that develop
• Oversee and manage annual CPE requirements for the tax department, including suggestions for courses and training
• Assist with the development and publication of the firm's client tax updates and memos
• Oversee and manage the firm's bookkeeping staff
• Oversee and manage the firm's administrative tax staff (collaters and interns)
• Assist with the recruitment of professional tax staff, bookkeeping staff, and administrative tax staff
• Assist with performance reviews of professional tax staff, bookkeeping staff and administrative tax staff
• Develop, administer and/or participate in orientation programs for incoming hires
• Manage and oversee the firm's tax workflow processes on an ongoing basis, including changes such as new clients, dissolved entities and administrative changes
• Manage and oversee the client e-signature and e-filing processes
• Manage and maintain the firm's paperless document management system on an ongoing basis
• Other duties and responsibilities related to the administration of the tax department, as assigned

Qualifications

• Bachelor's Degree in Accounting and/or Masters of Science in Taxation
• At least 5 years of experience working as a professional staff member in the tax department of a mid-sized or larger CPA firm.
• CPA license preferred

Essential Job Functions/Responsibilities

• Make decisions on staffing issues by working with Partners and Principals to find solutions for workload balancing and client due dates
• Serve as an initial point of contact with tax staff on issues such as workload/time management, scheduling, and professional development within the firm
• Act as a liaison for Tax Partners to mediate conflicts and resolve resource needs that develop
• Oversee and manage annual CPE requirements for the tax department, including suggestions for courses and training
• Assist with the development and publication of the firm's client tax updates and memos
• Oversee and manage the firm's bookkeeping staff
• Oversee and manage the firm's administrative tax staff (collaters and interns)
• Assist with the recruitment of professional tax staff, bookkeeping staff, and administrative tax staff
• Assist with performance reviews of professional tax staff, bookkeeping staff and administrative tax staff
• Develop, administer and/or participate in orientation programs for incoming hires
• Manage and oversee the firm's tax workflow processes on an ongoing basis, including changes such as new clients, dissolved entities and administrative changes
• Manage and oversee the client e-signature and e-filing processes
• Manage and maintain the firm's paperless document management system on an ongoing basis
• Other duties and responsibilities related to the administration of the tax department, as assigned

Qualifications

• Bachelor's Degree in Accounting and/or Masters of Science in Taxation
• At least 5 years of experience working as a professional staff member in the tax department of a mid-sized or larger CPA firm.
• CPA license preferred

NY Headquarters 1430 Broadway, 13th Floor New York, New York 10018