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Tax Manager
Red Bank, NJ
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A small firm is seeking a Tax Manager, Director, or Partner to be an integral part of firm growth and future vision.

 

Responsibilities:

  • Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
  • Review gift tax returns
  • Review quarterly and year-end tax projections
  • Review tax workpapers
  • Deliver clear requests for information via phone or email directly to clients
  • Research Federal, state, and cross-border tax issues
  • Strategize with partners and the client engagement teams on tax planning
  • Work closely with the management team to mentor, train, and supervise staff

 

Qualifications:

  • CPA required
  • Bachelor, or higher, degree in Accounting or relevant field
  • 7+ years experience
  • Strong working knowledge of Microsoft Office Suite
  • Strong verbal and written communication skills


 

Preferred knowledge/skills:

  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Recent or current experience servicing High Net Worth and/or Family Office clients
  • Managerial experience with staff and clients
  • Proficient with use of GoSystem Tax RS is a plus

 

 

We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran


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