Tax Manager

DDK•New York, NY

35d•$140,000 - $210,000•Hybrid

About The Position

The Tax Manager is responsible for managing client engagements, overseeing tax compliance and planning, and leading staff to ensure timely and accurate delivery of services. This role serves as a key liaison between clients, staff, and firm leadership, ensuring high-quality client service while maintaining operational efficiency and adherence to firm standards.

Requirements

Bachelor’s degree in Accounting (required)
5–8+ years of public accounting experience, preferably in a mid-sized firm
Demonstrated experience managing multiple client engagements simultaneously
Strong background in pass-through entities and individual taxation
Proficiency in tax software (e.g., CCH Axcess)
Experience with workflow tools (e.g., XCM, Engagement)
Advanced knowledge of Microsoft Excel and data analysis
Strong analytical and problem-solving skills
Excellent written and verbal communication
Ability to manage competing priorities under tight deadlines
High attention to detail and commitment to quality
Leadership presence with ability to influence and coach others

Nice To Haves

CPA license (preferred or actively pursuing)

Responsibilities

Manage a portfolio of business and individual tax clients across various industries
Serve as the primary client contact for tax matters, responding to inquiries and providing proactive guidance
Review complex tax returns including: Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), High-net-worth individuals (Form 1040)
Ensure timely delivery of all client work in accordance with deadlines (e.g., 3/15, 4/15, 9/15, 10/15)
Identify tax planning opportunities and communicate recommendations clearly to clients
Review and ensure accuracy of federal, state, and local tax filings
Conduct technical research on complex tax issues and document conclusions
Stay current with tax law changes and regulatory updates
Ensure compliance with firm policies, professional standards, and regulatory requirements
Supervise, mentor, and develop Senior Associates and Associates
Review staff work and provide constructive, actionable feedback
Delegate assignments effectively based on staff skill level and workload
Participate in hiring, onboarding, and performance evaluations
Foster a collaborative and accountable team environment
Manage engagement budgets, realization, and billing processes
Monitor workflow using firm systems (e.g., XCM, CCH Axcess)
Ensure proper time entry, job tracking, and adherence to deadlines
Identify bottlenecks and escalate issues proactively to leadership
Contribute to process improvements and operational efficiencies
Build and maintain strong client relationships to support retention and growth
Identify opportunities for additional services (advisory, CAS, assurance coordination)
Participate in networking, proposals, and firm initiatives as needed
Contribute to firm culture, training programs, and knowledge sharing