Full-Time
Tax Manager
Business Returns
Updated on 9/4/2026
SAX
501-1,000 employees
Accounting, tax, and advisory services
Compensation Overview
$125k - $150k/yr
No H1B Sponsorship
Remote in USA
Remote
Remote within the United States; employees living in the New Jersey/New York City area are excluded from the fully remote arrangement.
Bachelor's, MBA
 Accounting (1) |
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- Advanced specialized tax expertise.
- A Bachelor of Arts or Bachelor of Science degree in Accounting.
- Five to seven years of work experience in public accounting.
- Prior experience with business tax returns.
- Strong technical skills in taxation.
- The ability to multitask and stay organized.
- Excellent verbal and written communication skills.
- Review tax research findings, tax returns, and work papers; formulate conclusions consistent with firm policies and professional standards; and determine implications and the best course of action for clients.
- Ensure that tax advice is technically correct and properly documented.
- Understand and apply the firm’s policies, procedures, and professional standards.
- Coach and develop others through training and by providing opportunities for their success.
- Communicate client needs and facts to appropriate team members to execute the work.
- Build relationships across industry service groups to support client service excellence through an integrated approach.
- Build trust with clients and team members.
- Manage the progression of quality deliverables on time, within scope, and within budget and/or realization goals.
- A Master of Science in Taxation or Master of Business Administration degree.
- Certified Public Accountant license.
SAX offers accounting, tax and advisory services to privately held companies, family-owned businesses, not-for-profits and high-net-worth individuals. It delivers audits, tax planning, advisory and wealth-management services through a Client Service Delivery Model across SAX LLP, SAX Advisory Group LLC and affiliates, with offices in Parsippany, Ewing, Morganville and New York City. The firm combines accounting, tax and advisory expertise in a multidisciplinary team to provide integrated, client-specific solutions that aim to turn clients' visions into reality. Its 65-year history, broad geographic presence and client-centric approach differentiate SAX from competitors; securities are offered through Finalis Securities LLC, with Sax Capital Advisors as a separate entity.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Parsippany-Troy Hills, New Jersey
Founded
1956
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Simplify's Take
What believers are saying
- August 20, 2026 Lighthouse added $350 million AUM and SAX’s second Florida office.
- SAX Wealth Advisors completed seven 2026 acquisitions, adding $860 million AUM and 10 teammates.
- March 27, 2026 CoMetrics expanded SAX’s turnaround, lender, and performance-analytics capabilities.
What critics are saying
- Seven 2026 acquisitions strain integration, pricing, and partner retention across eight states.
- Cobepa-backed roll-up pressures SAX to keep buying, risking overpayment and culture dilution.
- Audit-quality failure or partner defections would damage SAX’s platform and trigger client outflows.
What makes SAX unique
- Cobepa’s July 2025 investment funds SAX’s acquisition-led growth and platform building.
- CoMetrics added proprietary DataMetrics for real-time consumer-product, lender, and investor analytics.
- SAX combines CPA, advisory, and wealth services across eight states and $6.56 billion AUM.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Retirement Plan
401(k) Company Match
Profit Sharing
Flexible Work Hours
Hybrid Work Options
Remote Work Options
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Employee Referral Bonus
Tuition Reimbursement
Wellness Program
Professional Certification Support
Training Programs
Conference Attendance Budget
Growth & Insights and Company News
6 month growth
↑ 21%1 year growth
↑ 21%2 year growth
↑ 21%SAX Wealth Advisors acquires Florida firm. SAX Wealth Advisors has added another office in Florida and one more team member. The Parsippany-based SAX Advisory Group firm announced Aug. 20 that it recently closed the acquisition of Lighthouse Financial. The addition marks SAX's second office in the Sunshine State. The official closing date was June 30, SAX said. The deal brings approximately $350 million in assets under management to SAX Wealth Advisors. Martin Parlato, founder, principal and wealth advisor, also joined the SAX team. Parlato is based in Ponte Vedra, Fla. "Martin brings decades of experience and deeply rooted client relationships to our platform to strengthen our overall team," SAX Wealth Advisors Managing Partner Kyle Stawicki said in a statement. Lighthouse Financial is SAX Wealth Advisors' seventh acquisition of the year. In total, the deals added approximately $860 million in assets under management, 10 team members and one office. The financial firm now operates in eight states, according to its website, and employs more than 65 team members. It reports more than $6.56 billion in assets under management, including $1.17 billion in retirement plan assets, according to SAX. Previous acquisitions of 2026 and additional assets under management were: * SFS Financial (Stawnychy Financial Services Inc.), Kinnelon $140.5 million AUM * Aznar Financial Advisors LLC, Morris Plains $185 million AUM * LifeCraft Financial Planning, Eugene, Ore. $40 million AUM * Parsons Financial Group LLC, Vero Beach, Fla. $40 million AUM * Prince Financial Advisory, New York, N.Y. $60 million AUM * Arbor Financial, Ann Arbor, Mich. Not disclosed
SAX Advisory Group LLC, the Parsippany-based accounting, tax, and advisory firm, has acquired FAZ Forensics. Terms of the transaction were not disclosed.
Sax LLP acquires CoMetrics Partners. Updated March 27, 2026, 1:44 pm Parsippany, N.J.-based IPA Top 100 firm Sax LLP (FY24 net revenue of $110.9 million) has acquired CoMetrics Partners, a management consulting and technology firm focused on consumer product companies, lenders and investors. The acquisition expands the firm's capabilities in turnaround management, profit optimization, M&A due diligence, lender services and performance analytics. CoMetrics brings more than 18 years of experience along with proprietary technology designed to deliver real-time, data-driven insights. "Mid-market consumer product companies don't need another advisor telling them what happened last quarter. They need someone who can show them what's happening right now and help them act on it," said Joseph A. Damiano, CEO of SAX Advisory Group. "CoMetrics has built exactly that capability. Hands-on operators with proprietary technology that gives clients real-time visibility into their business. Bringing that into the SAX platform means our clients get one team that sees the whole picture: operations, capital structure, and performance data, all under one roof." "This partnership is a significant advancement for our consumer products clients," said Joshua Chananie, head of SAX consumer products. "Integrating DataMetrics with our advisory capabilities gives clients real-time visibility into their key performance indicators - that drives financial performance and sustainable growth." CoMetrics' team and three partners, including Gary Herwitz, managing partner, have joined the firm, with the platform and methodology remaining intact. The combination enhances SAX's consumer products and capital markets capabilities while providing CoMetrics access to a broader national platform. "SAX is an entrepreneurial professional services firm that shares our values and commitment in helping our clients achieve excellence," said Herwitz. "SAX gives us the platform to expand upon what we already do well, with significantly more resources behind us." Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination, commented, "Among the Top 60 CPA firms nationally, SAX continues to be recognized as one of the highest-performing firms in the country. The firm is now expanding its M&A and lateral talent strategies and attracting exceptional talent eager to join. Gary Herwitz and his CoMetrics team are one of the preeminent advisory firms in the consumer products industry and, with the SAX platform behind them, should accomplish great things together."
SAX Advisory Group, a Parsippany-based accounting and advisory firm, has acquired CoMetrics Partners, a management consulting and technology firm serving consumer product companies, lenders and investors. The acquisition expands SAX's capabilities in turnaround management, profit optimization, M&A due diligence and performance analytics. CoMetrics' entire professional staff and three partners have joined SAX, bringing the firm to 73 partners and over 500 professionals across the East Coast. SAX Wealth Advisors oversees over $4.8 billion in assets under management. This marks SAX's third combination in 2026 and fifth since its minority investment from Cobepa. The firm is executing a strategic growth plan whilst maintaining independence through its capital partnership.
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