Tax Practice Manager — Hybrid & Growth Path to Partnership

Jobot; Melville (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based bonus opportunities

Health, dental, vision insurance

401(k) with employer match

Generous PTO and paid holidays

CPE and professional development

Job summary

Jobot is recruiting a Tax Manager for its Melville, NY office. This role anchors the tax practice, oversees complex returns, and delivers proactive planning for individuals and businesses.

The position blends technical tax excellence with staff mentorship and client management. Ideal candidates hold a CPA license with 6+ years in public accounting tax, including supervisory experience, and are proficient with CCH Axcess, Lacerte, UltraTax, and Excel.

Qualifications

• 6+ years of public accounting tax experience, including at least 2 years in a supervisory or review role.
• Active CPA license (or EA/JD with equivalent experience).
• Strong knowledge of pass-through entity taxation, multi-state issues, and tax research.
• Proficiency with tax software (CCH Axcess, Lacerte, UltraTax, or similar) and Microsoft Excel.
• Excellent communication, leadership, and organizational skills.

Responsibilities

• Review and sign off on federal and state returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Provide proactive tax planning and consulting to clients.
• Research complex tax issues and communicate recommendations clearly.
• Manage workflow, deadlines, and extensions across the tax calendar.
• Supervise, train, and mentor staff and senior accountants.
• Serve as the primary point of contact for assigned clients.
• Represent clients in IRS and state tax notices, inquiries, and examinations.
• Contribute to process improvements and technology adoption.
• Support business development and client retention efforts.

Skills

CPA license

Public accounting tax

Leadership

Communication

Education

Bachelor's degree in Accounting/Taxation

Master's degree (a plus)

Tools

CCH Axcess

Lacerte

UltraTax

Excel

Job description

Jobot is recruiting a Tax Manager for its Melville, NY office. This role anchors the tax practice, oversees complex returns, and delivers proactive planning for individuals and businesses.

The position blends technical tax excellence with staff mentorship and client management. Ideal candidates hold a CPA license with 6+ years in public accounting tax, including supervisory experience, and are proficient with CCH Axcess, Lacerte, UltraTax, and Excel.