Tax Manager, Generalist

SAX Advisory GroupNew York, NY
Hybrid

About The Position

At Sax Advisory Group, LLC, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! SAX Advisory Group LLC is seeking an experienced and motivated Tax Manager to join our growing practice! The position is based in the New York City office on a hybrid work schedule. The ideal candidate is a well-rounded tax generalist with strong technical knowledge across multiple tax return types and a proven ability to manage client engagements, review complex returns, and support team development.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
  • CPA is preferred, but not a requirement.
  • 5+ years of public accounting experience with significant exposure to business tax returns.
  • Demonstrated experience reviewing complex returns.
  • Excellent organizational, supervisory, and communication skills.
  • Ability to manage multiple engagements and priorities in a fast-paced environment.

Nice To Haves

  • Master’s in Taxation preferred.
  • CPA is preferred, but not a requirement.

Responsibilities

  • Manage and review a wide range of tax engagements within the Commercial Industry group.
  • Review and oversee preparation of federal and state tax returns, including: 1040 (Individual), 1120 (C-Corporations), 1120S (S-Corporations), 1065 (Partnerships).
  • Provide technical guidance on tax compliance, planning strategies, and industry best practices.
  • Assist with the client’s tax correspondence.
  • Serve as a primary point of contact for clients, ensuring exceptional service and timely communication.
  • Supervise, mentor, and develop junior staff and senior associates.
  • Assist with tax research and provide recommendations to resolve complex tax issues.
  • Facilitate workflow management, including planning, budgeting, and meeting engagement deadlines.

Benefits

  • Top Tier Health, Dental, & Vision Plans
  • Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
  • Medical and Dependent Care
  • Life and Voluntary Life Insurance
  • Short and Long -Term Disability Insurance
  • 401k plan with matching contribution
  • Defined Contribution Plan (profit sharing)
  • Customized Work Arrangements
  • Floating Holidays and Volunteer PTO
  • Unlimited PTO for Managers and Above
  • Referral Bonus Program
  • Tuition Reimbursement for Advanced Degree
  • Healthy Living Reimbursement Program
  • Health & Wellness App Subscription
  • CPA & EA reimbursement for study materials and exam
  • AICPA and CPA State Society membership reimbursement for Managers and above
  • OnDemand access to industry leading CPE courses
  • Summer Fridays at 1pm
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