Tax Manager, Generalist

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 Manhattan, NY office on a hybrid work schedule.

Summary:

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.

Key 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.

Qualifications:

• 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.

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

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.

New York Pay Range

$125,000 - $150,000 USD