Current is a B2B consulting and enterprise platform that helps independent accounting firms grow while preserving their independence. Founded in 2023, the company brings together technology, talent, capital, and strategic guidance through a network of partner firms. Its work spans automation and AI, workflow improvement, global service delivery, mergers and acquisitions, talent continuity, branding and marketing, and shared operational infrastructure. Current also clarifies that it is not a licensed CPA firm; affiliated entities provide non-attest tax and advisory services within an alternative practice structure.
Tax Manager – High-Net-Worth Individual and Partnership Tax
Lead tax engagements for high-net-worth individuals and partnerships at Current, a technology-backed accounting platform. Provide tax planning, advisory support, client leadership, and team development.
Description
- Lead reviews of complex federal, state, and local tax returns for high-net-worth individuals and partnerships
- Act as the principal contact for high-net-worth individuals, business owners, partnerships, and other important clients
- Deliver year-round tax planning and uncover potential tax-saving opportunities
- Advise on partnership and pass-through taxation, entity structuring, transactions, and related tax concerns
- Investigate and resolve complex federal and multistate tax matters
- Oversee multiple client engagements, including deadlines, budgets, staffing, and deliverables
- Examine workpapers and tax returns for technical precision and regulatory compliance
- Build lasting client relationships through timely communication and responsive service
- Coach and advance tax professionals through delegation, mentoring, and technical direction
- Partner with firm leaders on complex client issues and tax-planning opportunities
Requirements
- Bachelor’s degree in accounting, taxation, finance, or a related discipline
- An active CPA license is required
- At least six years of progressive tax experience in public accounting
- Substantial practical experience with high-net-worth individual taxation, including Form 1040, and partnership taxation, including Form 1065 and K-1s
- Background working with pass-through entities, closely held companies, and complex individual tax matters
- Proven strength in tax planning, research, and advisory work
- Experience reviewing complex returns and overseeing multiple client engagements
- Strong communication skills and a track record of effective client relationship management
- Demonstrated ability to lead and develop staff
- New Jersey-based candidates or applicants with experience serving New Jersey clients are strongly preferred
- Multistate tax experience is preferred
- Experience with trusts, estates, family offices, and real estate partnerships is a plus
- A master’s degree in taxation is preferred
Benefits
- Health, dental, and vision insurance, including options for fully paid employee-only health and dental coverage
- Employer-paid life insurance
- Employer-paid short- and long-term disability insurance
- Supplemental life insurance
- Critical illness insurance
- Accident insurance
- Classic Safe Harbor 401(k) plan with employer contributions
- Opportunities for professional growth, learning, and development
- Access to Becker and LinkedIn Learning
- Bonus opportunity