Full-Time

Senior Tax Manager

Prosperity Partners

Prosperity Partners

11-50 employees

Accounting and tax services for businesses

Compensation Overview

$150k - $190k/yr

+ Equity Compensation

Iselin, Woodbridge Township, NJ, USA

Hybrid

Three days in office per week required.

Category
Accounting (1)
Required Skills
Computer Networking

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Requirements
  • Minimum of ten years’ experience at a regional, national or multi-national accounting firm
  • An accounting degree from an accredited four-year university
  • CPA certification required
  • Availability to work in the office at least three days per week
  • Proficiency in the selling process, including meeting and corresponding with prospective new clients, preparing job budgets and drafting engagement letters
  • A strong ability to manage client and internal expectations, grow client relationships and lead staff
  • An understanding of the internal operations of a firm including billing, budgeting, and long term goals
  • Excellent analytical and technical skills, including exposure to family office, multi-state, and flow-through taxation
  • Capable of expanding their portfolio of clients as well as the firm’s service offerings
  • Success in networking with regular contributions to the industry at large
  • Effective verbal and written communication skills
  • Comfortable speaking or presenting in front of clients and peers
Responsibilities
  • The candidate will be a tax generalist that runs engagements from start to finish
  • They should be able to manage tax preparation for complex business, individual and trust federal and state income tax returns
  • research and analyze multifaceted tax issues
  • identify and implement tax planning and consulting opportunities
  • work closely with the lead tax partner on sophisticated M&A transactions
  • Excellent communication skills are valued as candidates will frequently draft memos and correspond with clients and taxing authorities
  • Candidates will be strong company advocates and role models who embrace a leadership role
  • Due to the collaborative nature of our work, employees are expected to be in office three days per week
Desired Qualifications
  • MST is a plus
  • Real estate experience is a plus

Prosperity Partners offers accounting and tax services to businesses and individuals, focusing on client needs and high-quality solutions. Its products are accounting and tax services delivered through a combination of technology and skilled professionals to improve accuracy, efficiency, and compliance. The firm distinguishes itself through a client-focused approach, strong ethics, and a team-building emphasis, seeking top performers who value excellence and integrity. Its goal is to grow by expanding its professional services team and providing reliable, tech-enabled accounting and tax support to dynamic clients.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • Lightyear's capital will accelerate growth via talent, automation, and technology investments in the high-net-worth market.
  • The majority investment enables continued strategic M&A to expand the platform following nine prior successful add-ons.
  • Prosperity will institutionalize operations and capture growth tailwinds in the fast-growing high-net-worth advisory sector.

What critics are saying

  • Lightyear's aggressive M&A mandate forces rapid adjacent-market acquisitions, diluting service quality and increasing practitioner burnout within 6–12 months.
  • Unity's minority stake creates governance friction, slowing critical tech investment decisions as Lightyear pushes operational restructuring over nine to fifteen months.
  • The $18M Employee Purpose Plan reduces working capital for near-term acquisitions, increasing leverage and interest rate sensitivity within 3–6 months.

What makes Prosperity Partners unique

  • Prosperity specializes in high-net-worth advisory with highly recurring revenue and outstanding client relationships.
  • The firm pioneered private equity partnership among accounting firms, targeting smaller firms instead of large competitors.
  • Prosperity operates a tech-enabled model with nine strategic add-ons completed since Unity's 2023 investment.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-23%

1 year growth

-23%

2 year growth

-23%
Unity Partners
Sep 20th, 2024
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