Tax Manager

Tax Manager Position



About Our Firm

We are a premier full-service CPA firm strategically located in Marlton, New Jersey, serving an extensive client base throughout South Jersey, Philadelphia, and the broader Mid-Atlantic region. With decades of experience, we have established ourselves as trusted advisors to individuals, closely-held businesses, and organizations across diverse industries.
Our Strategic Vision:

• Lead the market in providing innovative tax planning and compliance solutions
• Deliver exceptional client service through deep technical expertise and personalized attention
• Foster a collaborative culture that promotes professional excellence and career advancement
• Leverage cutting-edge technology to enhance service delivery and operational efficiency
• Build lasting partnerships with clients by understanding their unique business challenges and goals

Core Service Areas:

• Complex individual and business tax preparation and strategic planning
• Multi-state tax compliance and nexus analysis
• Corporate, partnership, and LLC tax services
• High-net-worth individual tax planning and wealth preservation strategies
• Tax controversy and representation before taxing authorities
• Business succession planning and transaction structuring
• International tax compliance and planning
• Estate and trust tax services
• Tax research and technical consulting

Position Overview

We are seeking an accomplished Tax Manager with a proven track record of success in public accounting to lead our tax practice and drive continued growth. This senior-level position is designed for a licensed CPA who demonstrates exceptional technical expertise, strong leadership capabilities, and a passion for developing both client relationships and team members.
The Tax Manager will oversee all aspects of tax service delivery, manage a portfolio of complex client relationships, and play a key role in business development initiatives. This position offers significant autonomy, leadership responsibility, and a clear pathway to partnership within our growing firm.
The successful candidate will serve as a subject matter expert on complex tax issues while building and mentoring a high-performing team of tax professionals. This role combines hands-on technical work with strategic leadership responsibilities, making it ideal for a seasoned tax professional ready to take the next step in their career.

Essential Responsibilities



Tax Practice Leadership & Management

Practice Oversight:

• Lead and manage all aspects of the firm's tax practice, ensuring quality, timeliness, and profitability
• Develop and implement tax practice strategies to drive growth and enhance service delivery
• Establish and maintain quality control procedures for all tax engagements
• Monitor practice performance metrics including realization rates, client satisfaction, and team productivity
• Coordinate with partners and other department managers to ensure integrated service delivery
• Stay abreast of current tax legislation, regulations, and court decisions affecting clients

Team Leadership & Development:

• Recruit, hire, and onboard qualified tax professionals at all experience levels
• Supervise, mentor, and develop a team of Senior Accountants, Tax Specialists, and support staff
• Conduct regular performance evaluations and provide constructive feedback for team development
• Create and deliver internal training programs on technical tax topics and firm procedures
• Establish career development plans for team members and support their professional growth
• Foster a collaborative team environment that promotes knowledge sharing and best practices

Technical Tax Expertise & Advisory Services

Complex Tax Compliance:

• Oversee preparation and review of sophisticated individual, corporate, partnership, and fiduciary tax returns
• Handle multi-state tax issues including nexus analysis, apportionment, and compliance requirements
• Prepare and review tax provisions for financial statement purposes under ASC 740
• Coordinate tax compliance for consolidated corporate groups and complex ownership structures
• Manage tax compliance for private equity funds, real estate partnerships, and investment entities

Tax Planning & Advisory:

• Develop and implement comprehensive tax minimization strategies for individuals and businesses
• Provide guidance on business succession planning, exit strategies, and wealth transfer techniques
• Advise on tax-efficient structuring of business transactions and investment activities
• Conduct tax research on complex issues and prepare technical memoranda documenting positions
• Assist with tax controversy matters including audit defense and appeals processes
• Coordinate with tax attorneys on sophisticated planning strategies and technical issues

Required Qualifications



Education & Professional Credentials

• CPA License: Active CPA license in New Jersey (or ability to obtain reciprocity within 90 days)
• Education: Bachelor's degree in Accounting, Taxation, or related field required; Master's degree in Taxation preferred
• Continuing Education: Commitment to maintaining CPE requirements with emphasis on tax-focused education
• Professional Memberships: Active participation in AICPA, NJCPA, and relevant tax-focused organizations

Professional Experience & Expertise

• Public Accounting Experience: Minimum 7-10 years of progressive experience in public accounting with significant tax focus
• Management Experience: Minimum 3-5 years of supervisory experience managing professional staff
• Client Management: Proven track record of managing complex client relationships and delivering exceptional service
• Technical Depth: Extensive experience with sophisticated tax planning and compliance for individuals and businesses
• Multi-State Experience: Experience with multi-state tax issues and compliance requirements preferred
• Industry Specialization: Experience serving specific industries (real estate, healthcare, manufacturing, professional services) preferred

Technical Skills & Software Proficiency

• Tax Software: Expert proficiency in professional tax software (CCH Axcess, Lacerte, ProSeries, or similar enterprise platforms)
• Research Tools: Advanced skills in tax research using RIA, CCH, BNA, or similar professional research platforms
• Microsoft Office: Advanced proficiency in Excel for complex financial modeling and analysis
• Financial Software: Experience with QuickBooks, Sage, and other accounting software platforms
• Document Management: Familiarity with professional document management and workflow systems

Essential Leadership Competencies



Strategic Leadership & Vision

• Strategic Thinking: Ability to develop long-term strategies for practice growth and client service enhancement
• Change Management: Experience leading organizational change and implementing new processes and technologies
• Innovation: Track record of identifying and implementing innovative solutions to improve service delivery
• Performance Management: Proven ability to set goals, monitor performance, and drive results across teams
• Risk Assessment: Strong judgment in evaluating client and engagement risks and implementing appropriate safeguards

People Development & Team Building

• Talent Development: Exceptional ability to identify potential in team members and create development opportunities
• Coaching & Mentoring: Strong skills in providing feedback, coaching, and guidance to professionals at all levels
• Team Building: Experience creating cohesive, high-performing teams with shared goals and accountability
• Conflict Resolution: Ability to address and resolve interpersonal conflicts and performance issues diplomatically
• Succession Planning: Experience developing bench strength and preparing team members for advancement

Working Conditions & Expectations



Schedule & Work Environment

• Full-time Position: Standard business hours with significant additional hours during peak tax seasons
• Busy Season: Extended hours expected from January through April 15th and during September through October 15th
• Client Meetings: Regular travel to client locations throughout South Jersey and Philadelphia region
• Flexible Arrangements: Hybrid work options available outside of peak seasons after successful onboarding
• Professional Events: Participation in evening networking events and continuing education seminars

Comprehensive Compensation & Benefits Package



Executive-Level Compensation

• Base Salary: Highly competitive salary range based on experience and qualifications
• Performance Bonuses: Substantial annual performance-based incentive compensation tied to practice growth and profitability
• Profit Sharing: Participation in firm-wide profit sharing program with potential for significant additional compensation
• Partnership Track: Clear pathway to equity partnership with established timeline and performance metrics
• Retention Incentives: Long-term retention bonuses and equity participation opportunities

Comprehensive Benefits Portfolio

• Premium Health Benefits: Company-paid premium health insurance with multiple plan options for employee and family
• Dental & Vision: Comprehensive dental and vision insurance with orthodontic coverage
• Retirement Planning: 401(k) plan with generous company matching up to 6% of salary plus immediate vesting
• Life Insurance: Company-paid life insurance equal to 2x annual salary plus additional voluntary coverage options
• Disability Protection: Comprehensive short-term and long-term disability coverage with income replacement

Professional Development & Executive Perks

• CPE Investment: Generous continuing education budget for conferences, seminars, and advanced training programs
• Professional Memberships: Company-paid memberships in AICPA, state CPA societies, and specialized tax organizations
• Leadership Development: Access to executive coaching, leadership training programs, and management development opportunities
• Technology Allowance: Annual allowance for professional equipment, software, and mobile device expenses
• Automobile Allowance: Monthly car allowance or company vehicle option for client travel and business development

Work-Life Balance & Executive Benefits

• Flexible PTO: Generous paid time off policy with additional executive leave days
• Sabbatical Program: Opportunity for extended leave after specific tenure milestones
• Health & Wellness: Company-paid gym membership and participation in corporate wellness programs
• Professional Recognition: Support for achieving professional recognition and industry leadership positions
• Family Support: Backup childcare services and family support programs

Partnership Development Opportunities

• Mentorship Program: Access to partner-level mentors and guidance on partnership track progression
• Business Development Support: Marketing support, client entertainment budget, and lead generation assistance