Tax Manager

Our client is a well-established CPA firm located in Red Bank, New Jersey
, serving a sophisticated client base with a strong concentration in family-owned businesses, closely held companies, and high-net-worth individuals and families
.

The firm is seeking an experienced Tax Manager who is ready to take the next step in their career. This opportunity is particularly well suited for someone coming from a mid-size or larger regional CPA firm who enjoys the profession and client relationships but is looking for a more sustainable environment, stronger community connection, and improved work-life balance.

The ideal candidate is a natural leader who can clearly articulate their career goals and is motivated to continue growing professionally while becoming an important part of the firm's long-term future.

• Manage and review complex federal and state tax returns for individuals, trusts, estates, and closely held businesses.
• Provide tax planning and advisory services to family-owned businesses and high-net-worth clients.
• Maintain deep involvement with Forms 1040 and 1041
  , along with related individual, trust, and estate tax matters.
• Review work prepared by staff and provide technical guidance, coaching, and mentorship.
• Manage client relationships and serve as a trusted advisor on tax and business matters.
• Identify tax planning opportunities and proactively communicate recommendations to clients.
• Help oversee workflow, deadlines, and quality standards across engagements.
• Collaborate closely with partners and other members of the firm.
• Participate in business development, networking, and community engagement as appropriate.
• Contribute to the continued development of the firm's people, processes, and client service capabilities.

• 7+ years of public accounting experience with a CPA firm.
• Background with a mid-size, larger regional, or similarly sophisticated CPA firm strongly preferred.
• Strong technical tax knowledge, particularly involving:
• Individual taxation —
  Form 1040
• Trust and estate taxation —
  Form 1041
• Family-owned and closely held businesses
• High-net-worth individuals and families
• Demonstrated experience reviewing tax returns and supervising or mentoring accounting professionals.
• Strong client relationship and communication skills.
• Ability to work independently while collaborating closely with partners and team members.
• Leadership mindset with a clear interest in continued professional and career advancement.