Tax Manager $160k-$180k

Whitman Advisory Job Community; Red Bank (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

Whitman Advisory Job Community in Red Bank, NJ seeks an experienced Tax Manager who can lead complex individual, trust, and estate tax engagements.

The ideal candidate has 7+ years in public accounting, with strong leadership, client-relations, and tax planning skills, and is looking for a sustainable environment and work-life balance.

Qualifications

• 7+ years of public accounting experience with a CPA firm.
• Experience at a mid-size or larger regional firm is preferred.
• Strong technical tax knowledge in individuals, trusts, estates, and closely held businesses.
• Experience reviewing returns and supervising accounting professionals.
• Excellent client communication and relationship-building skills.

Responsibilities

• Review complex federal and state returns for individuals, trusts, estates, and closely held businesses.
• Provide tax planning and advisory services to family-owned businesses and high-net-worth clients.
• Review staff work, provide technical guidance, and mentor accounting professionals.
• Manage client relationships and act as a trusted tax advisor.
• Identify tax planning opportunities and communicate recommendations to clients.
• Oversee workflow, deadlines, and quality across engagements.
• Collaborate with partners and the firm to support growth and service capabilities.

Skills

Public accounting

Leadership

Mentoring

Client relationships

Tax planning

Communication

Job description

Our client is a well-established CPA firm located in Red Bank, New Jersey, serving a sophisticated client base with a strong concentration in family-owned businesses, closely held companies, and high-net-worth individuals and families.

The firm is seeking an experienced Tax Manager who is ready to take the next step in their career. This opportunity is particularly well suited for someone coming from a mid-size or larger regional CPA firm who enjoys the profession and client relationships but is looking for a more sustainable environment, stronger community connection, and improved work-life balance.

The ideal candidate is a natural leader who can clearly articulate their career goals and is motivated to continue growing professionally while becoming an important part of the firm's long-term future.

Key Responsibilities

• Manage and review complex federal and state tax returns for individuals, trusts, estates, and closely held businesses.
• Provide tax planning and advisory services to family-owned businesses and high-net-worth clients.
• Maintain deep involvement with Forms 1040 and 1041, along with related individual, trust, and estate tax matters.
• Review work prepared by staff and provide technical guidance, coaching, and mentorship.
• Manage client relationships and serve as a trusted advisor on tax and business matters.
• Identify tax planning opportunities and proactively communicate recommendations to clients.
• Help oversee workflow, deadlines, and quality standards across engagements.
• Collaborate closely with partners and other members of the firm.
• Participate in business development, networking, and community engagement as appropriate.
• Contribute to the continued development of the firm's people, processes, and client service capabilities.

Qualifications

• 7+ years of public accounting experience with a CPA firm.
• Background with a mid-size, larger regional, or similarly sophisticated CPA firm strongly preferred.
• Strong technical tax knowledge, particularly involving:
• Individual taxation — Form 1040
• Trust and estate taxation — Form 1041
• Family-owned and closely held businesses
• High-net-worth individuals and families
• Demonstrated experience reviewing tax returns and supervising or mentoring accounting professionals.
• Strong client relationship and communication skills.
• Ability to work independently while collaborating closely with partners and team members.
• Leadership mindset with a clear interest in continued professional and career advancement.