Tax Consulting Manager
About The Position
Trueline is seeking a Tax Consulting Manager - Client Advisory & Strategy to join its Staten Island, New York team. This is a role within a growing multi-office tax and accounting firm that serves individuals and small businesses. The successful candidate will be a hands-on leader responsible for guiding tax strategy, managing and developing staff, and assisting clients in leveraging accurate financials for improved business decisions. The position presents a clear opportunity for advancement to Director for individuals prepared to establish structure, broaden advisory services, and contribute to the firm's national expansion objectives.
Requirements
- Strong tax preparation and review experience at the Tax Manager, Tax Supervisor, or advanced Senior Tax Accountant level
- Experience advising individuals and small business owners on proactive tax strategies
- Ability to review a P&L and other financial reports, recognize planning opportunities, and communicate recommendations to clients
- Working knowledge of GAAP and sound accounting practices
- Strong QuickBooks knowledge, including the ability to review and troubleshoot client books
- Experience managing, mentoring, and developing tax or accounting professionals
- Confidence delegating work while remaining willing to handle complex or time-sensitive assignments personally
- Strong client-facing communication skills and the ability to manage difficult or high-pressure conversations
- A direct, honest, and transparent working style, including the confidence to raise concerns and respectfully challenge decisions
- Ability to work from the Staten Island office and visit other locations when needed
Nice To Haves
- CPA license
- QuickBooks ProAdvisor certification
- Experience leading teams across multiple offices
- Background in client accounting services, bookkeeping oversight, or outsourced CFO advisory
- Experience managing a high-volume tax preparation environment
- Business development, cross-selling, or client relationship expansion experience
Responsibilities
- Lead day-to-day tax operations while serving as a trusted resource for tax preparers, bookkeepers, and support staff
- Review financial statements, P&Ls, and bookkeeping records to identify tax-saving opportunities and provide proactive recommendations
- Prepare and review tax returns while knowing when to delegate work across the team
- Meet directly with individuals and business owners to explain tax strategies in clear, practical language
- Manage a fast-moving client appointment schedule during tax season, including scheduled and walk-in meetings
- Mentor staff, strengthen technical knowledge, and create clear standards for quality, accountability, and client service
- Guide bookkeepers on changes needed to improve reporting, compliance, and tax readiness
- Review QuickBooks files, identify bookkeeping issues, and connect financial activity to broader tax and business strategy
- Identify additional services that could benefit clients, including bookkeeping, planning, and advisory support
- Help build the structure, processes, and team needed to support continued growth across multiple offices
- Travel to other office locations as needed
Benefits
- Medical coverage through UnitedHealthcare with an employer contribution
- 401(k) with a 3% employer match
- PTO that may be negotiated up to three weeks based on experience
- Early Friday office closures during designated off-peak periods
- Paid federal holidays and additional scheduled holiday closures
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
