Tax Manager

Join the Team at Leone & Associates

At Leone & Associates, we believe exceptional client service begins with exceptional people. As a growing public accounting firm, we're committed to building lasting client relationships through technical expertise, responsiveness, and trusted advice.

We're seeking an experienced Tax Manager to join our growing team. This role is ideal for an accomplished public accountant who enjoys preparing and reviewing complex tax returns, leading client engagements, and supporting the development of staff and senior accountants. You'll work closely with firm leadership while overseeing the delivery of high-quality tax, accounting, and advisory services to individuals, businesses, trusts, estates, and nonprofit organizations.

Responsibilities

• Prepare and review individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns.
• Review tax returns and workpapers prepared by staff and senior accountants for accuracy, completeness, and compliance, providing clear feedback and ensuring review comments are resolved before firm leadership's approval.
• Prepare tax workpapers and supporting documentation for complex engagements as needed.
• Oversee bookkeeping services for business clients, including account reconciliations, general ledger maintenance, month end close activities, and financial statement preparation, providing hands on support for complex matters as needed.
• Review financial statements, trial balances, bookkeeping records, and adjusting journal entries prepared by the team for completeness and accuracy.
• Manage a portfolio of assigned tax engagements from initial client communication through final delivery, taking responsibility for quality, timely completion, and client satisfaction while escalating significant matters to firm leadership.
• Supervise, train, and mentor staff and senior accountants, providing technical guidance, constructive feedback, and support for professional development.
• Assign work, manage team workloads, and monitor engagement progress to meet filing deadlines and shifting priorities.
• Lead research on complex federal, state, and local tax issues, review staff research, and document conclusions and practical recommendations.
• Serve as point of contact for assigned clients, leading discussions about tax results, planning opportunities, and complex accounting or compliance matters.
• Lead year round tax planning projects for individuals and businesses, including reviewing tax projections, estimated tax payments, and strategies appropriate to each client's circumstances.
• Oversee responses to IRS and state tax notices, coordinate tax resolution matters, and represent clients where appropriately authorized.
• Monitor changes in tax laws and regulations, communicate relevant developments to the team, and apply updates to client engagements.
• Collaborate with firm leadership and team members to maintain consistent review procedures, improve workflows, and enhance the overall client experience.
• Maintain the highest level of professionalism, confidentiality, and technical accuracy.

Requirements

• 6 years of recent progressive public accounting tax experience
• 2 years reviewing tax returns, leading, supervising and/or mentoring staff.
• Bachelor's degree in accounting or a related field.
• Active CPA license or EA credential.
• The ability to maintain strict confidentiality while handling sensitive information.
• Experience preparing and reviewing individual and business tax returns, including the following: Forms 1040, 1065, 1120, and 1120S.
• Strong understanding of federal and multistate tax compliance, tax planning, and complex tax research.
• Demonstrated leadership skills, including the ability to delegate work, provide constructive feedback, and support staff development.
• Sound professional judgment with the ability to resolve technical questions independently and recognize matters requiring firm leadership's involvement.
• Excellent analytical, organizational, and problem-solving skills with strong attention to detail.
• Outstanding written, verbal, and interpersonal communication skills.
• Professional, client focused demeanor with experience managing client relationships and expectations.
• Ability to manage a portfolio of client engagements, coordinate team workloads, and meet competing deadlines in a fast-paced environment.
• Proficiency with Microsoft Excel and Microsoft Office.
• Experience with ProSeries Professional and QuickBooks Online.

Preferred Qualifications

• Experience with Canopy tax portal.
• Local to the South Jersey/Philadelphia area.

Perks & Benefits

• Salary range $90K-$110K annually
• Business and Individual Performance Based Bonus Structure
• Medical, Dental and 401K
• Generous Paid Time Off (PTO)
• Paid Holidays and Summer Fridays
• Remote/WFH availability
• Professional Development & Career Growth including firm paid CPA Exam Fees, Study Materials, and Continuing Education

Why Join Leone & Associates?

At Leone & Associates, every team member has the opportunity to make a meaningful impact. We foster a collaborative environment where ideas are welcomed, professional development is encouraged, and great work is recognized. As our firm continues to grow, you'll have opportunities to expand your technical expertise, strengthen client relationships, and take on increasing responsibility within the firm.

We believe in empowering our team to build meaningful careers while delivering exceptional service to our clients. If you're looking to join a firm where your work is valued, your professional growth is supported, and your contributions make a real impact, we'd love to hear from you.

Apply today and become part of the Leone & Associates team!