Sax Advisory Group
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!
We are seeking a
Tax Manager (1040 returns)
to join our growing Private Client Services team!
This position is 100% remote-based in the U.S. if not living in the NJ/NYC area.
The essential duties and responsibilities are:
Advanced specialized tax expertise
Reviews, research findings, tax returns and work paper, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client
Ensures all tax advice is technically correct and properly documented
Understands the firm’s policies, procedures, and professional standards
Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
Actively communicates the client’s needs and facts to the appropriate team members to execute the work
Builds relationships across industry service groups to ensure client service excellence through an integrated approach
Develop trust worthiness with the client and team members
Manages progression of quality deliverables on time, in scope and within budget and/or realization goal
Private Client Services experience is a plus
Qualifications: Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. Have excellent verbal and written communication skills.
Must have B.A./B.S. degree in Accounting (MST/MBA is a plus)
CPA license is preferred
5-7 years of work experience in public accounting
Prior experience with 1040 tax returns in private client services is a Must
Strong technical skills in taxation
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
Benefits:
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
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
New Jersey Pay Range
$130,000 - $150,000 USD
New York Pay Range
$130,000 - $150,000 USD
#J-18808-Ljbffr
We are seeking a
Tax Manager (1040 returns)
to join our growing Private Client Services team!
This position is 100% remote-based in the U.S. if not living in the NJ/NYC area.
The essential duties and responsibilities are:
Advanced specialized tax expertise
Reviews, research findings, tax returns and work paper, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client
Ensures all tax advice is technically correct and properly documented
Understands the firm’s policies, procedures, and professional standards
Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
Actively communicates the client’s needs and facts to the appropriate team members to execute the work
Builds relationships across industry service groups to ensure client service excellence through an integrated approach
Develop trust worthiness with the client and team members
Manages progression of quality deliverables on time, in scope and within budget and/or realization goal
Private Client Services experience is a plus
Qualifications: Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. Have excellent verbal and written communication skills.
Must have B.A./B.S. degree in Accounting (MST/MBA is a plus)
CPA license is preferred
5-7 years of work experience in public accounting
Prior experience with 1040 tax returns in private client services is a Must
Strong technical skills in taxation
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
Benefits:
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
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
New Jersey Pay Range
$130,000 - $150,000 USD
New York Pay Range
$130,000 - $150,000 USD
#J-18808-Ljbffr