Tax Manager

Yeah! Global; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading tax advisory firm in New York is seeking a Tax Manager to oversee U.S. tax compliance for various investment partnerships. The role involves reviewing tax returns, providing strategic tax advice, and ensuring effective team management and client communications. The ideal candidate has over 5 years of experience in U.S. taxation, strong leadership abilities, and proficiency in compliance software. This position offers opportunities to develop client relationships and influence tax strategy.

Qualifications

• 5+ years of experience in U.S. taxation with an international accounting firm.
• Proven experience in managing project workflows, budgets, and client relationships.
• Demonstrated leadership skills and ability to mentor junior team members.

Responsibilities

• Review U.S. tax returns for investment partnerships and related filings.
• Prepare presentations for marketing U.S. tax services.
• Manage day-to-day client communications and tax team operations.

Skills

U.S. tax compliance expertise

Client relationship management

Project management

Coaching and mentoring

Communication skills

Education

Bachelor's degree in accounting/taxation or law degree

Qualification as a U.S. Certified Public Accountant or IRS Enrolled Agent

Tools

Tax compliance software

Microsoft Office applications

Job description

About the Job

Tax Manager

Responsibilities

• Review U.S. tax returns for investment partnerships and other related filings
• Assess U.S. tax returns for insurance companies and their shareholders
• Supervise U.S. tax professionals and conduct tax research, drafting technical memoranda
• Prepare presentation materials for marketing U.S. tax services
• Meet with existing and potential clients to discuss tax-related issues
• Assist in setting strategies, driving new business development, and providing technical advice across disciplines
• Build strong networks within the firm to identify and capitalize on project opportunities across various business units and sectors
• Identify and discuss key issues with clients to uncover potential opportunities
• Manage day‑to‑day client communications and tax team operations
• Shape and deliver projects that exceed client expectations and quality criteria
• Develop project teams, assess engagement risks, drive conclusions, and review/challenge team outputs
• Manage engagement financials
• Help grow and develop the team through hands‑on training and coaching

Requirements / Qualifications

• Minimum of 5 years of experience in U.S. taxation with an international accounting firm or similar, specializing in U.S. tax issues of investment funds or international corporate structures
• Bachelor's degree with a specialization in accounting/taxation or a law degree from an accredited university
• Qualification as a U.S. Certified Public Accountant or IRS Enrolled Agent
• Extensive knowledge of U.S. tax compliance and consulting needs for various investment funds, including expertise in tax compliance software
• Advanced proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
• Proven experience in developing and sustaining deep client relationships, preparing and presenting complex materials, and managing project workflow, budgets, billing, and collection
• Demonstrated experience as a team leader, motivating members, creating an atmosphere of trust, and encouraging improvement and innovation
• Excellent communication, interpersonal, and time management skills
• Ability to coach and mentor junior team members
• Highly organized, dedicated, and self‑motivated
• Demonstrated success in generating new business, proposal writing and delivery, and collaborating across engagements and business units