An established tax firm serving high-net-worth individuals and businesses is seeking an experienced Tax Manager/Supervisor to join their team. In this role, you will primarily review and prepare complex tax returns, provide mentorship to junior staff, and ensure high-quality deliverables for their affluent clientele. They are looking for a dedicated professional who values work-life balance outside of tax season, has excellent communication skills, and is committed to putting down roots with their firm for long-term growth.

Tax Manager/Supervisor Responsibilities:

• Review tax returns prepared by staff accountants, ensuring accuracy and compliance
• Prepare complex returns
• Prepare and review basic trust returns
• Mentor junior staff members to facilitate their professional development
• Communicate effectively with affluent clients regarding tax matters
• Contribute to team efforts during peak tax season
• Work with various entity types including single member LLCs, sole proprietorships, S corps, C corps, and trusts
• Handle clients with multiple properties and employees
• Adapt to firm-specific processes and software systems

Tax Manager/Supervisor Requirements:

• Minimum 10 years of experience preparing complex individual returns for high-net-worth clients
• Experience with K1s, including complex returns involving hedge funds and private equity
• Understanding and ability to prepare and review basic trusts
• CPA license required
• Proficiency with tax preparation software
• ProSeries experience preferred
• Excellent communication skills for client interactions
• Ability to work extended hours during tax season
• Team-oriented approach and willingness to assist beyond primary responsibilities
• Positive attitude and resilience during high-pressure periods
• Desire for long-term career growth within a small firm environment

Benefits:

• Competitive salary
• Performance-based discretionary bonus
• Simple IRA with employer match
• Comprehensive health benefits
• Unique vacation policy with potential for significant additional paid time off
• 5 days of paid sick leave
• 8 paid holidays
• Relocation assistance available
• Work-life balance focus outside of tax season
• Small firm environment with respectful, collaborative culture
• Opportunity for long-term growth toward partnership

To learn more about this exciting opportunity, apply now!

#LI-POST #LI-HYBRID #LI-BM1