Tax Manager (1040 Tax Returns)

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.

The essential duties and responsibilities are:

• Advanced specialized tax expertise
• 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
• Ensures all tax advice is technically correct and properly documented
• Understands the firm’s policies, procedures, and professional standards
• Demonstrates strong communication skills
• Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
• Actively communicates the client’s needs and facts to the appropriate team members to execute the work
• Builds relationships across industry service groups to ensure client service excellence through an integrated approach
• Develop trust worthiness with the client and team members
• Manages progression of quality deliverables on time, in scope and within budget and/or realization goal
• Private Client Services experience is a plus

Qualifications:

Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. Have excellent verbal and written communication skills.

• Must have B.A./B.S. degree in Accounting (MST/MBA is a plus)
• CPA license is preferred but not a requirement
• 5-7 years of work experience in public accounting
• Prior experience with 1040 tax returns is a Must
• Strong technical skills in taxation

Comprehensive Benefits Package includes:

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

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.