Tax Manager

Company Description DSF Advisors (DSF) was founded in 2020 by Wilfredo Rodriguez an experienced CPA. It is a boutique advisory firm based in the New York City metropolitan area. The firm specializes in outsourced finance and operational solutions for emerging asset managers, real estate investors, and professional services firms.

DSF provides fractional CFO services, accounting, financial reporting, tax compliance, and back-office support, along with fund operations services including trade settlements and investor relations. In addition, the firm offers strategic advisory and consulting services such as manager and fund formation, due diligence, financial modeling, and organizational restructurings. Through its comprehensive approach, DSF delivers tailored financial and operational support throughout the full lifecycle of its clients’ businesses.

In 2026, DSF Advisors acquired Zelitsky & Company, significantly expanding its existing tax practice and service capabilities. Zelitsky & Company is a Bergen County-based CPA firm specializing in tax, accounting, bookkeeping, business consulting, and tax planning services. The firm has built a strong reputation for providing personalized financial guidance and tax preparation services to medical groups, real estate businesses, and professional service firms. The acquisition strengthens DSF’s ability to deliver comprehensive tax and advisory solutions to a broader client base while enhancing its presence in the New York metropolitan market.

DSF serves small to mid-size companies and high-income/high-net-worth individuals, with a client base primarily consisting of professionals, entrepreneurs, and business owners. The firm provides comprehensive tax, accounting, and advisory services to both individuals and closely held entities, with a strong focus on partnerships and S corporations across a variety of industries.

Role Description We are seeking an experienced and detail-oriented Tax Manager to oversee the company’s tax planning, compliance, reporting, and accounting support functions. Additionally, manage tax preparation processes. This role will ensure compliance with federal, state, and local tax regulations while identifying opportunities to improve tax efficiency and reduce risk. Responsibilities include providing strategic tax planning advice to clients, preparing and reviewing tax returns, staying updated on relevant tax legislation and compliance standards, and collaborating with clients to develop effective tax strategies. The ideal candidate has strong technical tax knowledge, excellent analytical skills, and experience working in a fast-paced small to mid-size business environment.

DSF serves small to mid-size companies and high-net-worth individuals, including professionals, entrepreneurs, and business owners. In addition to individual clients, the firm provides tax, accounting, and advisory services to closely held entities, predominantly partnerships and S corporations, across a range of industries.

Key Responsibilities

• Manage, review, sign and filing of federal, state, and local tax returns including Forms 1040, 1065, 1120S, and 1120 trust and non profit tax returns
• Ensure timely and accurate quarterly and annual tax provisions
• Review and analyze K-1 allocations, capital accounts, basis, maintain partners and inside and out tax basis, including S Corp shareholder
• Serve as the primary point of contact for client tax matters, providing proactive guidance, timely communication, and responsive support regarding compliance, planning, and regulatory issues
• Monitor changes in tax laws and assess impact on the business
• Lead tax planning initiatives to minimize tax exposure and improve efficiencies
• Review financial records and reconcile tax accounts
• Support audits and respond to tax notices or inquiries from regulatory agencies
• Develop and maintain internal tax controls and documentation processes
• Partner with accounting and finance teams on budgeting, forecasting, and strategic initiatives
• Assist with entity structure, nexus reviews, and multi-state tax matters as applicable
• Maintain compliance with CPA professional standards and firm policies, circular 230
• Mentor and support accounting staff involved in tax-related activities

Qualifications

• Active CPA or Enrolled Agent License (required)
• Ability and willingness to sign tax returns
• 7 years of progressive tax experience in mid-sized public accounting firm reviewing complex tax returns
• Strong knowledge of federal and state partnership, small businesses and individual returns
• Experience with small to mid-size business operations preferred
• Excellent analytical, organizational, problem solving, project management skills and strong attention to details, communication and client-service skills
• Ability to manage multiple engagements and deadlines independently
• Advanced Excel and financial analysis skills

Preferred Experience

• Prior experience in a small or mid-sized CPA firm
• Fluency in Spanish a Plus
• Proficiency with tax software such as UltraTax, Lacerte, ProSeries, or ProSystem FX
• Advanced degree (MST) in taxation is a plus

Work Environment

• Hybrid or in-office flexibility depending on company needs
• Collaborative and growth-oriented culture
• Opportunity to influence financial strategy and operational improvements

Compensation & Benefits

• Competitive salary based on experience

·       Base Competitive salary: $100,000 – $200,000

• Annual bonus opportunity
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• High level of professional autonomy
• Opportunity for leadership growth and long-term career development,
• Professional development and CPA support

The pay rare is the lowest to highest compensation we reasonably in good faith believe we would pay for the role. Employee pay is based on factors like relevant education, qualifications, certifications, experiences, skills and seniority. The range may be modified in the future.