- Location
- United States
- Department
- Tax
- Seniority
- Manager
- Education
- Master
- Source
- Greenhouse
Description
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
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.
