Tax Manager

NewEdge Capital Group LLC; Pittsburgh (Allegheny County); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Paid time off

Parental leave

401(k) match

Voluntary benefits

Job summary

NewEdge Capital Group LLC in Pittsburgh, PA is seeking a hands-on Tax Manager to own the tax compliance calendar and processes from start to finish, coordinating with external tax advisors on scalable, proactive solutions.

This hybrid role (3+ days in the office) covers federal, multi-state, and local filings, the annual tax provision, notices and audits, and proactive tax planning in collaboration with accounting.

Qualifications

• 5+ years of progressive corporate tax experience, including multi-state income tax compliance.
• Bachelor's Degree in Accounting, Finance, or related field.
• CPA certification preferred.
• Strong knowledge of federal and multi-state corporate income tax rules.
• Ability to independently manage a full tax compliance cycle.
• Excellent organizational skills and deadline management.
• Ability to research technical tax issues and document conclusions.

Responsibilities

• Own end-to-end workflow for federal, multi-state, and local income tax compliance calendar and filings.
• Prepare/review corporate income tax returns, excise tax, quarterly estimates and payments, and extensions.
• Manage annual income tax provision processes and disclosures for audits.
• Monitor state/local tax law changes and assess impact on filings and nexus.
• Manage relationships with external tax advisors and review deliverables.
• Maintain tax workpapers, calendars, and internal controls/documentation.

Skills

Corporate tax experience

Multi-state tax compliance

Tax research

Deadline management

Documentation

Education

Bachelor's in Accounting/Finance

CPA certification (preferred)

Job description

The Tax Manager is a hands-on, individual-contributor role responsible for managing the company’s tax compliance processes and calendar. This person will prepare, review, and file returns in a consultative manner with external tax advisors using scalable and proactive processes and procedures. This is an ideal next step for a strong Senior Tax Associate ready to own a process from start to finish and take on a Manager-level title and scope of ownership, without the responsibility of supervising staff.

Location: Pittsburgh, PA reporting to the office on a hybrid schedule 3+ days per week in office.

Responsibilities

• Own the end-to-end workflow for federal, multi-state, and local income tax compliance calendar, ensuring accurate and timely filings across all jurisdictions where the company has nexus
• Prepare and/or review corporate income tax returns, excise tax, quarterly estimates and payments, and extensions
• Manage and prepare the annual income tax provision process, including documentation, apportionment, and footnote disclosures for the financial audit
• Monitor state and local tax law changes and assess impact on the company’s multi-state filing obligations, apportionment, and nexus footprint
• Manage relationships with outside tax advisors including scoping work and reviewing deliverables
• Maintain and improve tax compliance workpapers, calendars, and internal controls/documentation
• Respond to and manage state and federal tax notices, audits, and inquiries
• Partner with Accounting/Finance on tax-related general ledger accounts, reconciliations, and reporting
• Lead the tax analysis and strategy as it relates to M&A
• Identify and implement process improvements to increase efficiency and accuracy of the tax function
• Research technical tax issues and prepare clear, well-documented conclusions for both internal use and audit purposes
• Build the sales and use tax function from the ground up, complying with a variety of states across several legal entities
• Lead the filings for personal property tax returns across a lease portfolio of approximately 50 properties and several dozen jurisdictions

Skills/Abilities

• Ideally 5 years of progressive corporate tax experience, ideally including multi-state income tax compliance
• Bachelor's Degree in Accounting, Finance, or related field required.
• CPA certification (active or in progress) preferred.
• Strong technical knowledge of federal and multi-state corporate income tax rules
• Demonstrated ability to independently manage a full compliance cycle (not just support one)
• Strong organizational skills and comfort owning deadlines without supervisory backup
• Ability to research technical tax issues and clearly document conclusions

Salary Range: $125,000 - $150,000 annually, based on experience, with eligibility to participate in the company's bonus program

About the Organization Who We Are: NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $120 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.

What We Offer: Compensation includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.

Applications will be accepted on an ongoing basis.

EOE Statement NewEdge Capital Group, along with its subsidiaries, is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, sexual orientation, national origin, age, disability, marital status, veteran status or any other status protected by applicable law.

This position is currently accepting applications.