Tax Manager - 159178

Atrium; Holmdel Township (NJ); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Performance-based bonus

Client-provided benefits upon eligibility

Job summary

A mid-sized public accounting firm is seeking a Tax Manager to lead tax engagements for high-net-worth individuals. Responsibilities include managing complex tax returns, advising on tax planning strategies, and ensuring adherence to all tax laws. Candidates should have at least 5 years in public accounting and a strong understanding of federal and state taxes. Benefits include performance-based bonuses and opportunities for professional growth focused on diversity and inclusion.

Qualifications

• 5+ years of experience in public accounting tax functions.
• Strong knowledge of federal and state tax laws.
• Experience advising high-net-worth individuals.

Responsibilities

• Manage and review complex tax returns for individuals and entities.
• Advise clients on tax planning strategies.
• Oversee tax engagements from planning through completion.
• Supervise and mentor junior staff.

Skills

Public accounting tax functions

Federal and state tax laws

Analytical skills

Organizational skills

Communication skills

Engagement management

Advising high-net-worth individuals

Education

Bachelor's degree in Accounting, Finance, or related field

CPA or MST preferred

Tools

Intuit QuickBooks

Tax software

Job description

Our client is a mid‑sized public accounting firm, recognized for its commitment to client service and technical excellence. The company supports a diverse portfolio of high‑net‑worth individuals and businesses and is currently expanding its team, looking to add a Tax Manager. Employees benefit from a collaborative environment and opportunities for professional growth.

Salary / Hourly Rate

$150k - $200k annually plus performance‑based bonus.

Position Overview

The Tax Manager will lead and manage tax engagements for high‑net‑worth individuals and general public accounting clients. They will oversee tax planning, compliance, and advisory services and ensure quality, accuracy, and compliance with federal and state tax laws.

Responsibilities of the Tax Manager

• Manage and review complex tax returns for individuals, partnerships, corporations, and trusts.
• Advise high‑net‑worth clients on tax planning strategies and compliance.
• Oversee tax engagements from planning through completion.
• Supervise, mentor, and train junior staff.
• Conduct client interviews to gather financial data and identify tax‑saving opportunities.
• Research and interpret federal and state tax laws.
• Ensure timely and accurate filing of all tax documents.
• Respond to client inquiries and provide future tax planning guidance.
• Review financial records and documentation for accuracy.
• Calculate preparation fees based on return complexity and processing time.
• Maintain up‑to‑date knowledge of tax regulations and industry trends.

Required Experience / Skills for the Tax Manager

• Minimum 5 years of experience in public accounting tax functions.
• Strong knowledge of federal and state tax laws.
• Proficiency with tax preparation and accounting software (e.g., Intuit QuickBooks, Quicken, tax software).
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple engagements and deadlines.
• Experience advising high‑net‑worth individuals.

Preferred Experience / Skills for the Tax Manager

• CPA or Enrolled Agent certification.
• Experience with tax planning for trusts and estates.
• Familiarity with financial analysis software.
• Prior supervisory experience in a public accounting environment.

Education Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• An advanced degree or certification is preferred (CPA, MST).

Benefits

• Client‑provided benefits available, upon eligibility.

By applying to this job, you agree to receive calls, AI‑generated calls, text messages, and/or emails from Atrium and its affiliates and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive.

As a woman‑owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO

Position ID: 159178