Senior Tax Manager

Company Description

Morrissey and Associates is dedicated to providing expert accounting and tax advisory services. Our firm emphasizes professional growth, technical excellence, and a collaborative workplace. We serve clients from a variety of industries, which presents our team with opportunities to address complex tax matters and continually build expertise. Integrity, innovation, and a client-focused mindset are core values that guide everything we do.

Job Summary

Morrissey and Associates is seeking a Senior Tax Manager to lead complex tax engagements, manage staff, and serve as a primary advisor to individual and business clients. This role combines hands-on preparation and review of tax returns with active client relationship management, staff development, and strategic tax planning.

Key Responsibilities

• Prepare and review federal and state tax returns for individuals, corporations, partnerships, estates, and trusts, including multi-state filings (with emphasis on NY/NJ).
• Lead engagement planning, including scoping, budgeting, and scheduling for recurring and special tax projects.
• Review returns prepared by junior staff, provide clear review notes, and ensure accurate, timely filings that align with firm quality standards.
• Conduct tax research, document conclusions, and communicate implications and recommendations to clients and team members in plain language.
• Meet with clients throughout the year to discuss tax planning, life and business changes, entity structures, and cash-flow/tax implications.
• Support clients with business needs such as QuickBooks cleanup, accounting processes, tax credits, and business planning.
• Prepare and review financial statements used in client advisory and planning engagements.
• Proactively monitor tax law changes (federal and state) and recommend planning ideas for assigned client relationships.
• Manage and mentor staff: assign work, provide feedback, participate in performance discussions, and help build training materials.
• Use the firm's technology stack (Drake, QuickBooks Desktop/Online, practice management and workflow tools, and Microsoft 365) to manage work, document notes, and track deadlines.
• Ensure practice management systems are properly used for tracking workflows, due dates, and client communications.
• Communicate effectively with clients, tax authorities, and other advisors (attorneys, financial planners, etc.) both verbally and in writing.

Qualifications

• Minimum 10 years of recent tax experience in a public accounting firm or tax-focused practice.
• Active CPA license and/or Enrolled Agent (EA) credential required.
• Bachelor's degree in accounting or related field required. Master's degree in accounting or taxation is a plus.
• Advanced proficiency with Drake Tax Software, QuickBooks (Desktop and Online), and Microsoft Excel and Word.
• Demonstrated experience reviewing returns and supervising, training, or mentoring staff.
• Strong technical tax skills in individual, pass-through, and corporate taxation, including multi-state issues.
• Excellent written and verbal communication skills, including the ability to explain complex issues to non-technical clients.
• Strong organizational skills, with the ability to manage multiple deadlines in a seasonal environment.
• Familiarity with NJ sales and payroll tax is a plus.

Company Culture

• Client-first, integrity-driven firm with high standards for quality, confidentiality, and long-term relationships.
• Collaborative environment where senior team members actively mentor junior staff and share best practices.
• Business-casual, friendly culture with a professional yet relaxed atmosphere.
• Hybrid schedule: full-time role with approximately 3 days per week in our Forked River office.
• Clear path for growth in responsibility, including potential future partnership for high performers.
• Commitment to continuous learning, including support for CPE, tax research tools, and staying current with tax law changes.

Compensation and Benefits

• Competitive salary ranging from $120,000 to $150,000, based on experience.
• Business-casual and friendly work environment.
• Full-time, hybrid role (2-3 days per week in our Forked River office).
• Health Savings