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Tax Manager
Melville, NY
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What You'll Do:

  • Lead year-round planning and compliance efforts for entrepreneurial families, owners, and their operating entities.
  • Develop tailored tax strategies in collaboration with partners and client advisors (e.g., wealth managers, attorneys).
  • Oversee preparation and review of complex filings, including individual, entity, and multi-state returns.
  • Translate complex tax concepts into practical recommendations for business leaders and founders.
  • Stay sharp on federal and state tax changes; proactively apply insights to client planning.
  • Contribute to advisory projects including entity structuring, succession planning, and exit readiness.
  • Coach and review work from junior staff, supporting both technical and professional development.


What You Bring:

  • Active CPA license
  • 6+ years of relevant experience in tax compliance and advisory, preferably in a client-facing role
  • Deep understanding of flow-through entities and high-income individuals
  • Familiarity with tools like UltraTax, CCH, or similar; Excel expertise expected
  • Strong communicator and collaborator, with a consultative mindset
  • Able to prioritize effectively and lead projects with minimal oversight


Why This Role:

  • Entrepreneurial culture with exposure to decision-makers
  • Hybrid flexibility and modern tools/processes
  • Competitive comp structure with performance incentives
  • Strong pipeline of advisory work beyond tax season


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