Tax Manager
Listed on 2026-10-18
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Finance & Banking
Tax Manager, Accounting & Finance, Tax Accountant -
Accounting
Tax Manager, Accounting & Finance, Tax Accountant
Salary plus bonus:
commensurate with experience
Benefits:- 100% paid medical, dental and vision. 401K match, generous PTO
This is a review role, not a preparation role. You'll review complex Federal and State individual and fiduciary returns (1040, 1041) prepared by staff, and serve as the technical point of contact for a client base of high-net-worth individuals and their trusts and estates. The firm is planning for its next generation of leadership and is looking for someone who wants to grow into that role over time.
Whythis CPA firm:
This is a diversified practice offering much more than just tax compliance for their HNW clients and their interests. They offer financial and retirement planning, family office services, estate and trust planning, and business valuation — so the work extends into succession, wealth transfer, and fiduciary matters.
No business development required for advancement, including partnership track
Busy season hours are structured to be manageable4 days in-office with alternating Fridays WFH or off (May-December); part-time arrangements considered for the right candidate
Located in Monmouth County — an option for anyone local or looking to move away from the North Jersey/NYC commute
Review Federal and State individual and fiduciary tax returns (1040, 1041)
Serve as a technical resource for staff and advisor to clients on planning and compliance
Manage client relationships
Mentor and develop staff-level preparers
CPA license, or actively pursuing CPA licensure — EA candidates also encouraged to apply5+ years of public accounting experience with a strong review/technical background
Experience with Federal and State individual and trust/estate returns
Proficiency with Thomson Reuters Ultra Tax CS and Go File Room , Microsoft Word, Excel, PowerPoint, and Quick Books
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