Tax Senior Manager (Private Client Services)

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!

This role can be worked remotely.

Essential Duties and Responsibilities:

Advanced specialized tax expertise in private client services and high-net worth tax

Reviews research findings, tax returns and work papers, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client

Ensures all tax advice is technically correct and properly documented

Understands the firm’s policies, procedures and professional standards

Demonstrates strong communication skills

Client Service Excellence -

Listen to clients, anticipate their needs, adapts to client priorities/agenda and plans accordingly

Lead engagement, managing the business relationship with a focus on high quality tax service and seeks to provide additional or value added services to the client

Recognize client issues and risk tolerance

Awareness of firm’s industry service group and hope to scope services to the client

Business Growth –

Understands what is important to the client and how to maximize the relationship

Develops relationships to generate new business

Holds a position of leadership in a community, business or professional organization with emphasis of development of strong external network

Builds and leverages strong internal/external networks

Active involvement in industry service group efforts

People Management/Process –

Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed

Actively communicates the client’s needs and facts to the appropriate team members to execute the work

Builds relationships across industry service groups to ensure client service excellence through an integrated approach

Develop trust worthiness with the client and team members

Manages progression of quality deliverables on time, in scope and within budget and/or realization goal

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:

Must have B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus)

CPA a must

Experience with 1040s and other non-business taxation documents a must

Strong technical skills in taxation

5 plus years of work experience

Other Skills and Abilities:

Knowledge of MS office, and other accounting and tax software programs.

Assist with estate tax exanimations

Enhance knowledge of income tax returns

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.

New York Pay Range

$175,000 — $225,000 USD