Tax Manager

Presti & Naegele - Accounting and Advisory Services; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Job summary

Presti & Naegele is seeking a Tax Manager in New York, NY. Hybrid work arrangement with office in Midtown Manhattan, on-site 2-3 days per week. The role requires a minimum of eight years of accounting experience and CPA/EA credentials preferred.

Compensation is commensurate with experience, typically $150,000 to $200,000. The Tax Manager will oversee tax returns, tax planning, and client advisory services while leading a team and coordinating with management to deliver high-quality service.

Qualifications

• Bachelor’s degree in accounting required; master’s degree strongly preferred.
• Tax experience: prior tax preparation and review required; CPA/EA preferred.
• Strong client service orientation and excellent communication skills.
• Proficiency with Microsoft Office; QuickBooks experience is a plus.

Responsibilities

• Review federal, state and local tax returns for businesses and individuals; oversee payroll and sales tax filings.
• Serve as primary client contact and daily liaison; manage client relationships and invoicing.
• Supervise tax professionals; provide mentorship and ensure timely, accurate work.
• Develop and implement tax plans for a diverse client base; provide proactive advisory guidance.
• Identify improvements to internal controls and processes to increase efficiency and accuracy.
• Lead project timelines and ensure on-time delivery of client reporting and tax filings.
• Conduct tax research and stay current on tax law changes; communicate findings to clients.
• Maintain ongoing professional development and participate in relevant industry organizations.

Skills

Client service

Communication

Organization & analysis

Leadership

Education

Bachelor’s degree in accounting

Master’s degree in accounting

CPA license

EA license

CPA in progress

Tools

QuickBooks

CCH Axcess Tax Suite

Microsoft Office

Job description

Location: Hybrid (office located in Midtown Manhattan; on-site 2-3 days per week)

Status: Full Time, Employee

Salary: Commensurate with experience; $150,000-$200,000

Experience: Minimum of Eight years of relevant experience in the Accounting Industry

Presti & Naegele is a mid-size accounting firm with a diverse client base, seeking a motivated Tax Manager to join our team. We invest in our professionals and foster an environment where team members can strengthen their technical skills, build meaningful relationships, and make a visible impact. With smaller client service teams and an excellent partner-to-staff ratio, you will have the opportunity to stand out and have your work recognized by peers, partners, and clients.

Duties and Responsibilities

As a key member of the tax services team, the Tax Manager will review individual and business tax returns, support financial reporting, and oversee quarterly payroll and sales tax filings. The Tax Manager will also serve as the primary client contact and daily liaison, applying industry knowledge and experience to the responsibilities below:

Client Relationship Management

• Primary client contact, building strong relationships and managing day-to-day tax needs.


• Develop and maintain meaningful client relationships through clear, direct communication and responsive service.


• Manage multiple client projects efficiently and play an active role in the invoice and accounts receivable process.


• Provide personalized consultation and strategic guidance through direct client communication.


• Prepare and review invoices and ensure timely delivery to clients.


• Keep partners, delegates, and team members informed of project status, deadlines, and client matters.


• Work with management to resolve client-related issues, including accounts receivable matters, while supporting a high level of client service.

Tax Strategy and Client Advisory

• Provide proactive tax planning, consulting, and compliance guidance tailored to each client’s needs.


• Review complex tax returns and advise clients on strategies that support compliance and tax efficiency.


• Develop and implement comprehensive tax plans for a diverse client base.

Compliance, Tax Preparation and Review

• Prepare and review federal, state, and local tax returns for businesses, organizations, and individuals, ensuring accuracy and compliance with applicable tax laws and regulations.


• Meet annual billable hour budget

Financial Data Review and Analysis

• Identify, investigate, and resolve inconsistencies or errors in financial records, documents, and reports, recommending appropriate corrective actions when needed.

Leadership Collaboration and Team Development

• Lead and supervise tax professionals to ensure client projects are completed accurately, efficiently, and on time.


• Mentor, train, and provide constructive feedback to support team members’ professional growth.


• Collaborate with management to address client-related matters, including accounts receivable issues, while maintaining a strong commitment to client service.


• Provide constructive feedback, mentorship, and training support to staff, contributing to their growth, motivation, and development.

Project Oversight, Deadline Management, Workflow and Process Improvement

• Manage project deadlines, workflow, and critical timelines including client reporting requirements to ensure prompt delivery, compliance, and accuracy.


• Maintain transparent communication with team members by providing timely updates to delegators on project status and progress.


• Deliver technically accurate work within established timelines, consistently emphasizing quality, accuracy, and reliability.


• Recommend improvements to internal controls and processes to increase efficiency, consistency, and effectiveness across the firm.

Advanced Bookkeeping and Financial Analysis

• Perform mid- to high-level bookkeeping functions, including financial statement analysis and oversight of month-end and year-end closings; review and supervise related work completed by team members. QuickBooks experience is a plus.

Tax Research and Planning

• Conduct tax research, monitor changes in tax laws, and provide planning insights that help identify potential savings opportunities for clients.

Continuous Learning and Industry Engagement

• Maintain current industry knowledge by pursuing educational opportunities, reviewing professional publications, building professional networks, and participating in relevant organizations.


• Meet & Maintain CPE requirements

Skills and Qualifications

• Education and Credentials: Bachelor’s degree in accounting required; master’s degree in accounting and CPA license, EA license or CPA in progress, strongly preferred.


• Tax Experience: Prior tax preparation and review experience required; experience with CCH Axcess Tax Suite is a plus.


• Client Service: Experience managing direct, one-on-one client communication required.


• Preparation, Organization and Analysis: Strong organizational skills, high attention to detail, ability to manage multiple priorities, and sound quantitative and analytical capabilities. We expect that if you are invited for an interview, you are familiar with our website and service offerings.


• Communication: Excellent written and verbal communication skills.


• Professionalism: Dependable team player with a hands-on, professional work style.


• Technology: Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.


• Additional Software: Knowledge of QuickBooks accounting software is a plus.