Senior Tax Manager

Falcon Rappaport & Berkman • Rockville Centre, NY

1d • $100,000 - $160,000 • Remote

About The Position

The Senior Tax Manager will join STAG (Schelereth Tax & Accounting Group) in its Tax & Accounting Group. This is a fully remote role with an expected salary range of $100,000 to $160,000 per year, commensurate with experience.

The role involves converting prospective clients into clients and managing client relationships and engagements, including staffing assignments. The manager reviews complex tax returns and prepares high-complexity returns for individuals and some businesses. The position also includes tax planning, researching and resolving complex tax issues, supervising staff, coordinating with clients’ other advisors, and communicating with clients.

Requirements

• At least 5 years of public accounting experience in individual and business taxation.
• Bachelor’s degree in Accounting.
• Prior experience managing engagements and clients.
• Ability to organize and prioritize work.
• Ability to work independently and collaboratively.
• Ability to manage multiple workstreams simultaneously.
• Strong technology skills, including familiarity with Word, Excel, QuickBooks Online and Desktop, Adobe Pro, CFS Payroll, and BNA.
• AI fluency, including using AI tools to accelerate tax research and analysis while verifying outputs against primary authority and managing context drift and iterative refinement.

Nice To Haves

• Experience in fiduciary taxation.
• Master’s degree in taxation.
• CPA or EA credential.
• Prior experience with ProFx or Access Tax.

Responsibilities

• Manage projects and client engagements.
• Acquire and onboard clients, including converting prospective clients into actual clients.
• Manage clients, including staffing assignments.
• Review and prepare tax returns for individuals and businesses, including high-complexity returns.
• Provide tax planning focused on client tax savings and ongoing tax opportunities.
• Research complex tax issues and develop resolutions.
• Apply data analytics and problem-solving skills.
• Supervise a staff of 2–4 people.
• Communicate with clients and coordinate with their other advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior