Tax Consulting Manager

Trueline is seeking a Tax Consulting Manager - Client Advisory & Strategy to join its Staten Island, New York team, for a growing multi-office tax and accounting firm serving individuals and small businesses,. This hands-on leader will guide tax strategy, manage and develop staff, and help clients turn accurate financials into smarter business decisions. The position offers a clear path to Director for someone ready to build structure, expand advisory services, and support the firm's national growth plans.

What You'll Do as the Tax Consulting Manager - Client Advisory & Strategy:

• Lead day-to-day tax operations while serving as a trusted resource for tax preparers, bookkeepers, and support staff
• Review financial statements, P&Ls, and bookkeeping records to identify tax-saving opportunities and provide proactive recommendations
• Prepare and review tax returns while knowing when to delegate work across the team
• Meet directly with individuals and business owners to explain tax strategies in clear, practical language
• Manage a fast-moving client appointment schedule during tax season, including scheduled and walk-in meetings
• Mentor staff, strengthen technical knowledge, and create clear standards for quality, accountability, and client service
• Guide bookkeepers on changes needed to improve reporting, compliance, and tax readiness
• Review QuickBooks files, identify bookkeeping issues, and connect financial activity to broader tax and business strategy
• Identify additional services that could benefit clients, including bookkeeping, planning, and advisory support
• Help build the structure, processes, and team needed to support continued growth across multiple offices
• Travel to other office locations as needed

Must-Haves as the Tax Consulting Manager - Client Advisory & Strategy:

• Strong tax preparation and review experience at the Tax Manager, Tax Supervisor, or advanced Senior Tax Accountant level
• Experience advising individuals and small business owners on proactive tax strategies
• Ability to review a P&L and other financial reports, recognize planning opportunities, and communicate recommendations to clients
• Working knowledge of GAAP and sound accounting practices
• Strong QuickBooks knowledge, including the ability to review and troubleshoot client books
• Experience managing, mentoring, and developing tax or accounting professionals
• Confidence delegating work while remaining willing to handle complex or time-sensitive assignments personally
• Strong client-facing communication skills and the ability to manage difficult or high-pressure conversations
• A direct, honest, and transparent working style, including the confidence to raise concerns and respectfully challenge decisions
• Ability to work from the Staten Island office and visit other locations when needed

Nice-to-Haves as the Tax Consulting Manager - Client Advisory & Strategy:

• CPA license
• QuickBooks ProAdvisor certification
• Experience leading teams across multiple offices
• Background in client accounting services, bookkeeping oversight, or outsourced CFO advisory
• Experience managing a high-volume tax preparation environment
• Business development, cross-selling, or client relationship expansion experience

This Role Offers:

• Base salary of $110,000-$135,000
• Total earning potential up to approximately $150,000 through performance-based bonus compensation
• Opportunity to advance to Director within approximately one to two years
• Medical coverage through UnitedHealthcare with an employer contribution
• 401(k) with a 3% employer match
• PTO that may be negotiated up to three weeks based on experience
• Early Friday office closures during designated off-peak periods
• Paid federal holidays and additional scheduled holiday closures
• A close-knit workplace built around integrity, candor, mutual respect, and accountability
• The opportunity to shape a growing tax advisory function rather than simply inherit an established process