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Everforth, Cybercoders

Tax Manager - Tax Manager, CPA, Trust

new york, NY

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Job description

Tax Manager Tax Manager

Position Overview

We are seeking a seasoned Tax Manager to lead tax compliance, planning and advisory services for a diverse portfolio including highnetworth individuals, trusts and estates, partnerships, corporations, real estate and nonprofit clients. The ideal candidate will combine deep technical tax knowledge (federal, state & local, and international), handson preparation and review experience (1040, 1120, 1120S, 1065, 709, 1041, 706), and leadership skills to manage engagements, mentor staff, and deliver highquality tax solutions that minimize risk and enhance client value.

Key Responsibilities

Oversee and manage tax compliance and reporting for individuals (including HNWIs/HNW), trusts, estates, fiduciaries, passthrough entities and corporations; prepare and review returns including Form 1040, 1120, 1120S, 1065, 709, 1041, 706 and nonprofit filings as applicable.

Lead tax planning and structuring engagements for highnetworth individuals, family offices, real estate owners, and businessesaddressing income tax, gift & estate planning, succession, and entity selection (SCorp, CCorp, partnerships, LLCs).

Provide state & local tax (SALT) advice including nexus and apportionment studies, sales & use tax issues, and coordinate multijurisdictional filings and controversy support.

Advise on international tax matters, transfer pricing, FATCA/CRS/FBAR compliance, crossborder structuring and treaty analysis in coordination with global teams.

Manage tax provision (ASC 740) calculations, tax accounting under GAAP/IFRS, and collaborate with finance teams on quarterly and annual reporting.

Perform tax research and analysis on complex technical issues, document positions, and prepare memos supporting tax strategies and tax return positions.

Support M&A transactions with tax due diligence, deal structuring, purchase accounting tax considerations, and postacquisition integration planning.

Identify and deliver tax credits and incentives (R&D credits, state incentives) and advise on indirect taxes (VAT/GST) where relevant.

Supervise, train and review the work of senior staff and associates; establish and enforce quality control, review procedures, and risk management practices for all engagements.

Maintain and enhance client relationshipsact as primary client contact for complex tax matters, provide clear explanations of tax outcomes, and present strategic recommendations to clients and partners.

Leverage tax software and technology (ONESOURCE, CCH/CorpTax, Vertex, ProSystem fx, UltraTax, Oracle), and tools such as Advanced Excel/VBA, Alteryx/Power Query and SQL to improve efficiency and accuracy in tax preparation and reporting.

Coordinate with specialists (estate planners, trust officers, legal counsels, ERISA consultants) to deliver integrated solutions for clients with complex wealth and business structures.

Qualifications

Bachelors degree in Accounting, Finance or related field required; Masters in Tax or Law (LLM/JD) preferred.

Active CPA license strongly preferred; EA or equivalent credential considered. JD or LLM with tax focus is a plus.

Minimum 58 years of progressive tax experience in public accounting or professional services with a track record of managing complex engagements; experience as a Senior Tax Manager or Tax Supervisor preferred.

Deep technical knowledge of federal tax law, state & local tax, international tax, transfer pricing, tax accounting (ASC 740) and entity taxation (SCorp, CCorp, partnerships, passthroughs).

Demonstrated experience preparing and reviewing individual, corporate, partnership and fiduciary returns (Forms 1040, 1120, 1120S, 1065, 709, 1041, 706).

Experience with highnetworth clients, trust & estate planning, gift & estate tax, and advising family offices or wealthy individuals (HNW/HNWI/HNWI).

Familiarity with tax software and systems: ONESOURCE, CCH, CorpTax, Vertex, ProSystem fx, Thomson Reuters UltraTax, Oracle; ERP integrations (SAP) a plus.

Strong technical skills in Advanced Excel (VBA), Alteryx/Power Query, SQL and willingness to apply automation to tax processes.

Proven leadership skills: staff development, delegation, workload management, quality control and client relationship management.

Excellent written and verbal communication skills for preparing memos, client deliverables and presenting tax positions to clients and partners.

Comfortable handling tax controversy, audits and working with tax authorities; experience with tax research, risk assessment and documentation of positions.

Ability to travel periodically to client sites and collaborate across offices and international teams.

Benefits

4 weeks PTO

Great benefits

BONUSES

Other cool perks

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/11/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at   to make arrangements.Salary

$ - $ USD per year

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