Tax Manager – Private Client Services

Jobtailor; New Jersey; On-site; USD 110,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced tax professional to lead complex individual and fiduciary tax work, with knowledge of partnerships and S-corporations. You will consult, plan and ensure compliance for diverse clients while mentoring staff and maintaining strong client relationships.

The role emphasizes issue resolution, timely communication, and staying current on tax developments affecting clients and the broader market.

Qualifications

• Bachelor’s degree in Accounting is required.
• Masters in Taxation is preferred.
• CPA preferred.
• 7+ years of progressive public accounting experience.
• Knowledge of hedge fund and private equity K1s.
• Excellent written and verbal communication skills.
• Capable of managing multiple client engagements.
• A track record of building and sustaining client relationships and high-quality client service.
• Outstanding analytical, organizational, and project management skills.

Responsibilities

• Review of tax returns, income tax projections and tax workpapers.
• Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations.
• Provide effective consulting, planning and compliance for clients.
• Oversee and manage the day to day needs of clients and tax return process, including identification and resolution of tax issues.
• Perform tax research to resolve issues.
• Maintain strong relationships with a highly proactive approach to serving clients.
• Coordinate with Partner and staff to ensure timeliness and effective communication for proper planning of project.
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice.
• Maintain knowledge of new tax issues and general business trends impacting client.

Skills

Tax returns

Tax projections

Tax workpapers

Consulting

Tax planning

Tax research

Client service

Staff mentoring

Relationship management

Communication

Public accounting experience

Education

Bachelor's degree in Accounting

Masters in Taxation

CPA

Job description

Responsibilities

• Review of tax returns, income tax projections and tax workpapers
• Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations
• Provide effective consulting, planning and compliance for clients
• Oversee and manage the day to day needs of clients and tax return process, including identification and resolution of tax issues
• Perform tax research to resolve issues
• Maintain strong relationships with a highly proactive approach to serving clients
• Coordinate with Partner and staff to ensure timeliness and effective communication for proper planning of project
• Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice
• Maintain knowledge of new tax issues and general business trends impacting client

Requirements

• Bachelor’s degree in Accounting required
• Masters in Taxation is preferred
• CPA preferred
• 7+ years of progressive public accounting experience
• Knowledge of hedge fund and private equity K1s
• Excellent written and verbal communication skills
• Capable of managing multiple client engagements
• A track record of building and sustaining client relationships and high-quality client service
• Outstanding analytical, organizational, and project management skills