Tax Manager – Public Accounting

Australia-Employment; New York (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid schedule

HNWI exposure

Generalist tax work

Mentorship

Growth opportunities

Competitive compensation

Job summary

Jobot in Woodbury, NY is seeking a Tax Manager in public accounting to oversee client engagements, ensure accurate tax compliance, and identify planning opportunities. This role blends leadership with hands-on tax work for individuals, partnerships, and corporations.

The position offers a hybrid schedule (typically 3 days in-office, 2 remote), exposure to high-net-worth clients and closely held businesses, and a clear path to advisory work and leadership within a respected, long-tenured firm.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA license preferred or in progress.
• 5+ years of experience in public accounting.
• Strong experience with pass-through entities and individual taxation.

Responsibilities

• Manage a portfolio of individual and business clients.
• Review complex tax filings for corporate, partnership, and individual returns.
• Ensure timely deliverables and filing deadlines.
• Provide proactive tax planning strategies and client communication.

Skills

Pass-through entities

Individual taxation

Analytical thinking

Education

Bachelor’s degree in Accounting

CPA license in progress

Tools

Tax preparation software

Workflow management software

Excel

Job description

Tax Manager – Public Accounting

$140000 - $210000 per year | Woodbury, NY | On-Site | Permanent

Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work

A bit about us:

We are a well-established, mid-sized public accounting and advisory firm with over 50 years of experience serving a diverse client base. With offices in NYC and Long Island, we provide comprehensive tax, assurance, and consulting services to high-net-worth individuals, privately held businesses, and organizations across a wide range of industries.

Why join us?

• Hybrid work schedule (typically 3 days in-office)
• Strong exposure to high-net-worth individuals and closely held businesses
• True generalist tax experience (not siloed or niche work)
• Opportunity to grow into tax planning and advisory work
• Collaborative, supportive team environment
• Direct access to leadership and mentorship
• Stable, long-tenured firm with strong reputation
• Competitive compensation and clear growth path

Job Details

The Tax Manager will oversee client engagements, ensuring accurate and timely tax compliance while identifying planning opportunities. This role acts as a central point of contact for clients and internal teams, balancing technical expertise with leadership responsibilities.

Key Responsibilities

• Manage a portfolio of individual and business clients, serving as the primary contact for tax-related matters
• Review complex tax filings, including corporate, partnership, and individual returns
• Ensure all deliverables meet strict filing deadlines throughout the year
• Provide proactive tax planning strategies and communicate recommendations clearly
• Conduct research on nuanced tax issues and apply findings appropriately
• Stay informed on evolving tax regulations and ensure compliance across engagements
• Lead, mentor, and develop team members by reviewing work and offering actionable feedback
• Delegate tasks effectively while managing multiple projects simultaneously
• Oversee engagement budgets, billing, and workflow tracking
• Identify process inefficiencies and recommend improvements
• Support client retention and growth by identifying additional service opportunities

Qualifications

• Bachelor’s degree in Accounting or related field
• CPA license preferred or in progress
• 5+ years of experience in public accounting
• Strong experience with pass-through entities and individual taxation

Technical Skills

• Familiarity with tax preparation and workflow management software
• Advanced Excel and data analysis capabilities

Core Competencies

• Strong analytical thinking and attention to detail
• Effective communication skills, both written and verbal
• Ability to manage competing priorities and meet tight deadlines
• Proven leadership and team development abilities

Work Environment

• Hybrid schedule (generally 3 days in-office, 2 remote)
• Increased workload during peak tax seasons
• Ongoing collaboration with clients and internal teams

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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