Tax Manager

Oliver James Group; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible Work Options

Competitive Compensation

Generous Time Off

Comprehensive Health Coverage

Financial Wellness Benefits

Wellness & Lifestyle Programs

Summer Hours

Retirement Savings

Professional Development

Community Involvement

Job summary

Oliver James Group in New York seeks a seasoned tax professional to own complex engagements across partnerships, corporations, fiduciaries, tax-exempt entities, and individuals.

You will manage the full tax process from planning through compliance and advisory, lead engagements, mentor staff, and support audits in a collaborative environment with flexible work options including remote, hybrid, and in-office arrangements.

Qualifications

• Bachelor's degree in Accounting required; Master's preferred.
• Active CPA license or progress toward CPA certification preferred.
• Experience with ProSystem Tax or OneSource Trust Tax is advantageous.

Responsibilities

• Oversee federal, multistate, and international tax filings for multiple entity types.
• Identify tax-saving opportunities and provide advisory guidance on regulations.
• Coordinate all phases of client engagements and deadlines for returns and extensions.
• Supervise staff in the preparation of tax returns, filings, and closings.
• Support tax audits, including drafting responses to notices and coordinating with authorities.
• Conduct research on complex transactions and new tax laws to inform client recommendations.

Skills

CPA licensure in progress/active

Education

Bachelor's degree in Accounting

Master's degree in Taxation or related field

Tools

ProSystem Tax

OneSource Trust Tax

Job description

About the Role

We are partnering with a partner-owned CPA firm who are seeking a seasoned tax professional to take ownership of complex tax engagements across diverse entity types, including partnerships, corporations, fiduciaries, tax-exempt organizations, and individuals. This role involves managing all aspects of the tax process-from strategic planning and compliance to leadership and client advisory-within a dynamic and collaborative environment.

Key Responsibilities

• Tax Compliance & Review: Oversee and review federal, multistate, and international tax filings for multiple entity types to ensure accuracy and timeliness.
• Strategic Tax Planning: Partner with firm leadership and clients to identify tax-saving opportunities, deliver forward-thinking strategies, and provide guidance on evolving regulations.
• Engagement Management: Coordinate all phases of client engagements, ensuring returns, extensions, and other compliance requirements are completed efficiently and filed by required deadlines.
• Team Leadership: Supervise and mentor accounting staff in the preparation of tax returns, sales tax filings, and monthly, quarterly, and annual closings while fostering professional growth and development.
• Audit Representation: Manage and support tax audits, including drafting responses to notices, coordinating with tax authorities, and maintaining well-organized client documentation.
• Tax Research & Analysis: Conduct research on complex transactions, emerging tax issues, and new legislation to provide informed recommendations and solutions to clients.

Qualifications

• Bachelor's degree in Accounting required; Master's degree in Taxation or a related field preferred.
• Active CPA license or progress toward CPA certification strongly preferred.
• Prior experience using ProSystem Tax or OneSource Trust Tax software is advantageous.

Benefits

• Flexible Work Options: Enjoy work-life balance through remote, hybrid, and in-office arrangements (availability varies by role).
• Competitive Compensation: Attractive base salary packages that recognize your skills and contributions.
• Generous Time Off: Comprehensive paid vacation, holidays, and sick leave to support your well-being.
• Comprehensive Health Coverage: Medical, dental, and vision insurance plans designed to meet a range of personal and family needs.
• Financial Wellness Benefits: Take advantage of flexible spending accounts (HRA, FSA, and HSA options) to manage healthcare and dependent care expenses.
• Wellness & Lifestyle Programs: Access to employee wellness initiatives promoting physical, emotional, and mental health.
• Summer Hours: Enjoy a flexible summer schedule that allows for a better work-life rhythm during the warmer months.
• Retirement Savings: Employer contributions to a 401(k) plan to help you plan confidently for the future.
• Professional Development: Support for CPA licensure and incentives for earning additional certifications to help advance your career.
• Community Involvement: Opportunities to give back through firm-sponsored volunteer programs and partnerships with charitable organizations.

For more information, please reach out to: [e-mail]