Tax Senior Manager - Private Client Services

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!

This role can be worked remotely.

Essential Duties and Responsibilities:

• Advanced specialized tax  expertise in private client services and high-net worth tax
• Reviews  research findings, tax returns and work papers, 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
• Client Service Excellence -
• Listen to clients, anticipate their needs, adapts to client priorities/agenda and plans accordingly
• Lead engagement, managing the business relationship with a focus on high quality tax service and seeks to provide additional or value added services to the client
• Recognize client issues and risk tolerance
• Awareness of firm’s industry service group and hope to scope services to the client
• Business Growth –
• Understands what is important to the client and how to maximize the relationship
• Develops relationships to generate new business
• Holds a position of leadership in a community, business or professional organization with emphasis of development of strong external network
• Builds and leverages strong internal/external networks
• Active involvement in industry service group efforts
• People Management/Process –
• 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

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.

Job Requirements:

• Must have B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus)
• CPA a must
• Experience with 1040s and other non-business taxation documents a must
• Strong technical skills in taxation
• 5 plus years of work experience

Other Skills and Abilities:

• Knowledge of MS office, and other accounting and tax software programs.
• Assist with estate tax exanimations
• Enhance knowledge of income tax returns

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
  
  

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

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.

New York Pay Range 175000 - 225000 USD