Tax Manager

InventWealth CPA & Tax Advisors • Full-time • Great Neck, New York State, United States • $120k - $150k / year • 1w ago

Tax Manager — The One Who Gets It

CPA Firm · Great Neck, NY · Hybrid

7–10 Years Experience CPA Preferred Client-Facing Hybrid Schedule

"We don't want someone who just files returns. We want someone who sits across from a client, truly understands their world, and then says — 'here's what that actually means for your taxes.'"

The role

We're a growing CPA firm serving small businesses, entrepreneurs, real estate investors, and medical & dental practices — and we need a Manager who can do more than push paper. You'll be the person our clients actually look forward to hearing from. The one who explains a complex tax situation without making their eyes glaze over. The one who catches things others miss and manages a workflow that hums.

Think of this role as part tax expert, part client whisperer, part team anchor. If that sounds like you — keep reading.

What you'll actually do

Review complex individual, business, and entity tax returns — and catch what the software missed
Analyze financial statements and translate them into plain English your clients will actually understand
Serve as the day-to-day point of contact for a portfolio of business clients — building real relationships, not just completing transactions
Manage workflow and deadlines across a team — keeping everyone on track without losing your cool during busy season
Proactively educate clients on tax-saving opportunities, planning strategies, and what's changing in their world
Mentor and support junior staff — the kind of manager who helps people grow, not just delegates
Handle real estate, small business, and medical/dental practice engagements with confidence

Who you are

7–10 years of public accounting experience — you've seen the full cycle and then some
CPA license is a big plus, but your skills and attitude matter more than the letters after your name
You actually enjoy talking to clients — explaining things clearly is a skill you've sharpened, not something you tolerate
You're a natural teacher — you leave every client interaction with them knowing something they didn't before
You're organized, dependable, and the kind of person who closes the loop without being asked
You can manage up, down, and sideways — workflow doesn't scare you, it motivates you
Experience with real estate, closely-held businesses, or healthcare practices is a serious advantage

Why join us

A firm that values advisory thinking — not just compliance work. Your ideas will actually land somewhere.
Hybrid flexibility — because commuting five days a week is so last decade
Real client relationships — you'll know your clients' businesses, not just their EINs
A team that takes the work seriously but doesn't take itself too seriously
Room to grow — we're building something, and we want you to grow with us

Pay: $120,000.00 - $150,000.00 per year

Benefits: