Senior Tax Manager (Generalist)

SAX Advisory Group•New York, NY

1d•$165,000 - $200,000•Hybrid

About The Position

SAX Advisory Group, LLC is seeking an experienced Senior Tax Manager to join its growing practice. The role is based in the New York City office on a hybrid work schedule and serves the Commercial Industry group. The successful candidate will be a well-rounded tax generalist with advanced technical knowledge across multiple tax return types, experience leading client engagements, and the ability to review complex returns, develop team members, and grow client relationships. The Senior Tax Manager leads and manages tax engagements, reviews federal and state returns and supporting work papers, provides technical guidance on compliance and tax planning, oversees tax research and client correspondence, and recommends solutions to complex tax issues. The role is also a primary client contact, responsible for high-quality service, timely communication, and identifying opportunities to expand client relationships and provide additional services. The position supervises, coaches, and develops staff; communicates client needs to engagement teams; builds relationships across industry groups; and manages engagement workflow, budgets, deadlines, scope, and realization goals. Candidates must be authorized to work in the United States without current or future employment-based visa sponsorship.

Requirements

Bachelor of Science degree in Accounting.
CPA certification.
At least 8 years of public accounting experience, with significant exposure to business tax returns.
Experience reviewing federal and state Forms 1040, 1120, 1120S, and 1065.
Demonstrated experience reviewing complex tax returns and strong technical taxation skills.
Ability to manage multiple engagements and priorities in a fast-paced environment.
Excellent organizational, supervisory, verbal, and written communication skills.
Ability to multitask, stay organized, maintain a positive attitude, and be cooperative and flexible about assigned work and assisting team members.
Knowledge of MS Office and other accounting and tax software programs.
Authorization to work in the United States without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

MST, MBA, or Master's degree in Taxation.
Leadership position in a community, business, or professional organization, with an emphasis on developing a strong external network.

Responsibilities

Lead, manage, and review tax engagements within the Commercial Industry group across multiple return types.
Review federal and state tax returns, work papers, and research findings for Forms 1040, 1120, 1120S, and 1065.
Formulate conclusions consistent with firm policies, procedures, and professional standards; determine client implications and appropriate courses of action; and ensure tax advice is technically correct and documented.
Provide technical guidance on tax compliance, planning strategies, and industry best practices.
Oversee tax research and client tax correspondence, and recommend resolutions to complex tax issues.
Serve as a primary client contact and provide exceptional service and timely communication.
Understand client priorities, anticipate needs, and plan engagements accordingly.
Lead client engagements and business relationships, delivering high-quality tax service and identifying additional or value-added services.
Recognize client issues and risk tolerance and use knowledge of firm industry service groups to scope services.
Develop client relationships to generate new business.
Build an external network through leadership in community, business, or professional organizations.
Build and leverage internal and external networks and participate in industry service group efforts.
Supervise, coach, and develop junior staff and senior associates through training and opportunities for growth.
Communicate client needs and facts to appropriate team members.
Build relationships across industry service groups to support integrated client service and develop trust with clients and team members.
Manage engagement workflow, including planning, budgeting, and deadlines, to deliver quality work on time, within scope, and within budget and realization goals.