Senior Tax Manager

2 days ago


Neptune City, New Jersey, United States Whale Mallozzi & Padgett PC Full time
Job Overview

We are seeking a highly skilled and experienced Senior Tax Manager to join our team at Whale, Mallozzi, & Padgett PC. This role requires exceptional client service, leadership, and technical tax skills to manage and oversee multiple engagements, ensuring the highest quality of service and compliance.

Key Responsibilities

  • Lead, train, and mentor junior staff, fostering a collaborative and supportive team environment.
  • Prepare and review complex business tax returns, ensuring compliance with federal and state tax regulations.
  • Provide expert tax review and planning services, specifically for complex individual tax returns (1040s), including employee stock option reporting, multi-state taxation, Schedule C, Single Member LLC, and complex K-1s and brokerage statements.
  • Utilize tax software tools such Ultratax and Quickbooks.
  • Develop and maintain outstanding client relationships through exceptional service and communication skills.
  • Manage multiple tax engagements, ensuring projects are completed accurately and on time.
  • Identify tax issues and planning opportunities, providing strategic advice to clients.
  • Represent the firm professionally in all client interactions, demonstrating strong verbal, written, and presentation skills.
  • Maintain strong analytical, organizational, and project management skills with keen attention to detail.

Qualifications

  • Bachelor's degree in accounting.
  • CPA is preferable but not required.
  • 7+ years of experience in the tax department of a public accounting firm.
  • At least 2 years of detailed tax review experience.
  • Preferable experience with Ultratax, Quickbooks, and Microsoft products.
  • Exceptional client service and communication skills.
  • Strong leadership, training, and mentoring abilities.
  • Excellent analytical, organizational, and project management skills.

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