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!

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 is seeking an experienced and motivated Senior 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 advanced technical knowledge across multiple tax return types and a proven ability to lead client engagements, review complex returns, develop the team and grow client relationships.

Key Responsibilities

Technical Review and Tax Expertise

• Lead, manage and review a wide range of tax engagements within the Commercial Industry group, bringing advanced tax expertise across multiple return types.
• Review federal and state tax returns, work papers and research findings, including:
• 1040 (Individual)
• 1120 (C-Corporations)
• 1120S (S-Corporations)
• 1065 (Partnerships)
• Formulate conclusions consistent with the firm's policies, procedures and professional standards, determine implications and the best course of action for the client, and ensure all tax advice is technically correct and properly documented.
• Provide technical guidance on tax compliance, planning strategies, and industry best practices.
• Oversee tax research and the client's tax correspondence, providing recommendations to resolve complex tax issues.

Client Service Excellence

• Serve as a primary point of contact for clients, ensuring exceptional service and timely communication.
• Listen to clients, anticipate their needs, adapt to client priorities and agenda, and plan accordingly.
• Lead engagements, managing the business relationship with a focus on high-quality tax service, and seek to provide additional or value-added services to the client.
• Recognize client issues and risk tolerance, and draw on awareness of the firm's industry service groups to scope services to the client.

Business Growth

• Understand what is important to the client and how to maximize the relationship.
• Develop relationships to generate new business.
• Hold a position of leadership in a community, business or professional organization, with an emphasis on developing a strong external network.
• Build and leverage strong internal and external networks, with active involvement in industry service group efforts.

People Management and Process

• Supervise, coach and develop team members, including junior staff and senior associates, through training and by providing opportunities that help them succeed.
• Actively communicate the client's needs and facts to the appropriate team members to execute the work.
• Build relationships across industry service groups to ensure client service excellence through an integrated approach, and develop trustworthiness with clients and team members.
• Facilitate workflow management, including planning, budgeting and meeting engagement deadlines, so that quality deliverables progress on time, in scope and within budget and/or realization goals.

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.

Job Requirements

• A./B.S. degree in Accounting required; MST, MBA or Master's in Taxation is a plus.
• CPA required.
• 8+ years of public accounting experience with significant exposure to business tax returns.
• Experience reviewing 1040, 1120, 1120S and 1065 returns (federal and state).
• Demonstrated experience reviewing complex returns, with strong technical skills in taxation.
• Ability to manage multiple engagements and priorities in a fast-paced environment, with excellent organizational, supervisory and communication skills.

Other Skills and Abilities

• Knowledge of MS Office and other accounting and tax software programs.

Comprehensive Benefits Package Includes

• 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
  
  

Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.