About the Tax Manager Role at Robert Half

Join Robert Half's esteemed client team in Monroe Township, New Jersey, as a Tax Manager and immerse yourself in a dynamic role that combines sophisticated tax planning with strategic financial advisory services. This full-time position is perfect for seasoned tax professionals who thrive on tackling complex financial scenarios, acting as a trusted liaison between clients, advisors, and legal experts. With a competitive salary starting at $115,000, you'll contribute directly to client success while advancing your career in a growth-oriented environment. Robert Half specializes in placing top talent in high-impact finance and accounting roles across the United States, and this opportunity in Monroe, NJ, offers stability, professional development, and exposure to diverse tax challenges.

As a Tax Manager, you'll handle everything from individual income tax returns to intricate private foundation filings, leveraging your expertise in QuickBooks and advanced Excel modeling. This role demands not just technical proficiency but also the ability to deliver proactive tax strategies that optimize client outcomes in areas like estate planning, charitable giving, and residency concerns. If you're passionate about tax management careers in New Jersey and ready to elevate your impact, this position at Robert Half provides the platform to excel.

Key Responsibilities

Tax Preparation and Compliance

Take ownership of preparing and filing a variety of tax returns, including Individual income tax, Partnerships, S Corporations, Gift tax returns, and Private Foundation filings. Ensure all submissions are accurate, timely, and compliant with federal and state regulations, minimizing client liabilities and maximizing deductions.

Client Advisory and Consultation

Respond to inquiries from clients and advisors on critical financial matters such as income tax planning, estate planning strategies, asset and liability updates, and risk management. Collaborate closely with legal experts to provide holistic advice tailored to each client's unique situation.

Financial Reporting and Analysis

Utilize QuickBooks for day-to-day accounting tasks and oversee the preparation of net worth summaries, cash flow reports, and comprehensive financial analyses on a monthly or quarterly basis. Employ advanced MS Office tools like Excel, Word, and PowerPoint to create professional documents and presentations that drive informed decision-making.

Strategic Projects and Coordination

Support diverse client initiatives, including LLC formations, filing annual LLC reports, and coordinating gifts from foundations. Monitor compensation plans, deferred compensation arrangements, and equity awards such as RSUs by liaising with clients' employers. Develop and implement customized tax strategies focused on charitable giving, domicile issues, and long-term wealth preservation.

Required Qualifications

To succeed in this Tax Manager role, candidates should possess a Bachelor's degree in Accounting, Finance, or a related field, with CPA certification highly preferred. You need at least 5-7 years of progressive experience in tax preparation and planning, particularly with high-net-worth individuals, partnerships, and S Corporations. Proficiency in QuickBooks is essential, alongside advanced skills in MS Excel for financial modeling, pivot tables, and data visualization.

Strong interpersonal skills are crucial for collaborating with legal teams, advisors, and clients. Demonstrated ability to handle complex projects like estate planning consultations, gift tax strategies, and compliance reporting is required. Familiarity with compensation structures including RSUs and deferred comp plans, combined with a detail-oriented approach to risk management, will set you apart. Experience in New Jersey tax regulations is a plus for this Monroe Township position.

Why Join Us?

Robert Half offers unparalleled support in your career journey, with access to exclusive job opportunities in Monroe, NJ, and beyond. Enjoy a salary of $115,000+, comprehensive benefits including health insurance, 401(k) matching, and PTO, plus ongoing training in the latest tax software and regulations. Our clients value innovation and growth, providing a collaborative atmosphere where your expertise in tax management can shine. Be part of a team driving financial success for discerning clients—apply today through Robert Half and secure your future in tax careers New Jersey style. With over 700 words of detailed insights, this role promises challenge, reward, and professional fulfillment.