Role Description
We are seeking a Tax Manager (1040 returns) to join our growing Private Client Services team! This position is 100% remote-based in the U.S. if not living in the NJ/NYC area.
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Advanced specialized tax expertise
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Reviews, research findings, tax returns and work paper, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client
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Ensures all tax advice is technically correct and properly documented
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Understands the firmβs policies, procedures, and professional standards
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Demonstrates strong communication skills
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Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
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Actively communicates the clientβs needs and facts to the appropriate team members to execute the work
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Builds relationships across industry service groups to ensure client service excellence through an integrated approach
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Develops trustworthiness with the client and team members
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Manages progression of quality deliverables on time, in scope and within budget and/or realization goal
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Private Client Services experience is a plus
Qualifications
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Must be motivated, have the ability to multi-task and be organized
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Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments
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Have excellent verbal and written communication skills
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Must have B.A./B.S. degree in Accounting (MST/MBA is a plus)
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CPA license is preferred but not a requirement
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5-7 years of work experience in public accounting
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Prior experience with 1040 tax returns is a Must
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Strong technical skills in taxation
Benefits
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Top Tier Health, Dental, & Vision Plans
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Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
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Medical and Dependent Care
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Life and Voluntary Life Insurance
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Short and Long-Term Disability Insurance
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401k plan with matching contribution
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Defined Contribution Plan (profit sharing)
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Customized Work Arrangements
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Floating Holidays and Volunteer PTO
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Unlimited PTO for Managers and Above
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Referral Bonus Program
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Tuition Reimbursement for Advanced Degree
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Healthy Living Reimbursement Program
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Health & Wellness App Subscription
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CPA & EA reimbursement for study materials and exam
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AICPA and CPA State Society membership reimbursement for Managers and above
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OnDemand access to industry leading CPE courses
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Summer Fridays at 1pm
Company Description
SAX Advisory Group LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
New Jersey Pay Range: $130,000 β $150,000 USD
New York Pay Range: $130,000 β $150,000 USD