Tax Manager – Office Lead (Principal in Charge)

Toogeza•Philadelphia, PA
•$100,000 - $200,000•Hybrid

About The Position

Numica is seeking a Tax Manager – Office Lead (Principal in Charge) for an established accounting practice in New Jersey. This role involves leading the practice, managing client relationships, developing the team, and overseeing tax work. The position is based in New Jersey, with a preference for candidates within a 30-mile radius of Jersey City. Initially, the role requires significant onsite presence, with potential for a more flexible or hybrid setup once the practice is established. This is a player-coach role where you will be hands-on with tax work while also managing the practice's operations, quality, and people.

Requirements

  • Active CPA strongly preferred; experienced EAs will also be considered.
  • Several years of public accounting and tax experience, ideally working directly with small and mid-sized businesses, closely held companies, business owners, and individual clients.
  • Strong tax expertise across areas such as: Individual tax, Partnerships, S Corporations, C Corporations, Tax planning and advisory.
  • Familiarity with common U.S. tax returns such as 1040, 1065, 1120, and 1120S.
  • Experience owning client relationships, onboarding clients, advising business owners, and handling complex client conversations.
  • Experience leading, supervising, or mentoring accountants, bookkeepers, or tax staff. Formal people-management responsibility is preferred but not mandatory for exceptional step-up candidates.
  • Comfort remaining hands-on through busy season — this is not a purely managerial role.
  • Strong communication skills and the ability to build trust with both clients and team members.
  • A high level of ownership, independence, and agency — you are comfortable taking responsibility for outcomes rather than simply completing assigned tasks.
  • A tech-forward mindset and openness to learning new systems and working in an increasingly AI-assisted accounting environment.

Nice To Haves

  • Experience with tax software such as UltraTax, ProSeries, Drake, or Lacerte is helpful, but not required. Strong accounting fundamentals and adaptability are more important than experience with a particular platform.

Responsibilities

  • Lead the practice as Principal in Charge — own its clients, quality, delivery, people, and overall performance.
  • Manage and develop the team — supervise day-to-day work, review deliverables, coach staff, provide feedback, and support their professional growth.
  • Own client relationships — become the trusted advisor clients rely on through the ownership transition and beyond.
  • Review and sign off on tax work as the senior technical authority across business and individual clients.
  • Stay hands-on where your expertise matters most — including tax review, planning, advisory, and complex client situations.
  • Protect and grow the client base — maintain strong retention and client satisfaction while ensuring continuity through the transition.
  • Improve operational efficiency — help implement better workflows, processes, and technology across the practice.
  • Drive technology adoption — work with Numica’s internal team to introduce modern, AI-assisted tools that reduce repetitive work and allow accountants to spend more time on judgment and client advisory.
  • Take ownership of the team structure — identify where additional resources are needed, participate in hiring, and make changes as the practice evolves.
  • Partner on future growth — over time, contribute to business development, referrals, upselling, and broader growth initiatives with support from the wider Numica organization.
  • For more senior candidates, there is an opportunity to take responsibility for multiple nearby practices and grow into a broader regional leadership role.

Benefits

  • Compensation is flexible and depends on experience, location, and scope of responsibility.
  • Base compensation can range approximately from $100,000 to $200,000+ annually.
  • For an exceptional senior candidate capable of overseeing multiple New Jersey practices, compensation above this range may be considered.
  • Performance-based bonuses may be tied to client retention, client satisfaction, operational performance, and future growth.
  • Continuing education and CPA/EA license support.
  • Paid training and professional development.
  • Paid time off.
  • Flexible schedule as the practice becomes established.
  • Potential hybrid / work-from-home flexibility after the initial transition period.
  • 401(k) and health insurance may be available depending on the individual employment arrangement.
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