What are the responsibilities and job description for the Tax Manager position at Vision Financial Group CPAs LLP?
Tax Manager
Company: VFG Advisory
Department: Tax
Location: Morganville, NJ (On-Site)
Job Type: Full-time
About the Role
The Tax Manager leads tax planning, compliance, and advisory services for VFG's clients, accountable for accuracy, efficiency, and adherence to all applicable regulations. This role requires strong technical expertise, excellent client communication, and the ability to manage and mentor team members.
Technical Leadership
- Serve as the technical expert on corporate tax returns (1065, 1120, 1120S) and high-net-worth individual returns (1040).
- Serve as the technical expert in trust and estate planning, including estate, trust, and gift tax compliance, individual income tax, and foreign financial reporting.
- Review high-level returns and teach accountants through the review process, not just correct their work.
- Hold technical responsibility for the quality and financial performance of assigned tax clients.
Practice & People Leadership
- Work across regions as a collaborator and leader within the tax function.
- Apply industry knowledge, technical depth, and collaborative expertise to add value and executive leadership to the practice.
- Develop business plans, and lead and develop personnel in their client interactions.
- Manage client relationships to exceed client satisfaction.
- Integrate and execute firm strategy consistently within client engagements.
Key Performance Indicators
- Assigned clients receive technically accurate, proactive service with strong satisfaction and retention.
- Accountants under this role's review show measurable improvement, not just corrected returns.
- Financial performance of the Manager's client base meets or exceeds firm targets.
QualificationsRequired
- Bachelor's degree in Accounting required
- CPA license
- 8 years of experience in public accounting required
- Ability to establish and maintain excellent client relationships
- Strong accounting and analytical skills
- Proficiency in Microsoft Office required
- Excellent interpersonal, verbal, and written communication skills
- Ability to work additional hours as needed to meet client deliverables
Preferred
- Experience with CCH ProSystem fx, CCH Planner, BNA, and PPC software
Compensation & Benefits
- 401(k) plan with employer matching
- Comprehensive medical, dental, and vision coverage
- Paid time off, including Summer Fridays
- Continuing professional education support
- On-site fitness facility and wellness benefits
- Direct exposure to high-net-worth and complex client engagements
- Defined growth trajectory within a full-service CPA and advisory firm
- Professional dues reimbursement
- No required travel
Job Type: Full-time
Pay: $130,000.00 - $160,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Education:
- Bachelor's (Preferred)
Experience:
- Public Accounting: 8 years (Required)
License/Certification:
- CPA (Preferred)
Work Location: In person
Salary : $130,000 - $160,000