Description

Company Description

Namu Advisory LLC, d/b/a 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.

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 Account with Employer Contribution
• Safe Harbor 401(k) Plan
• Continuing Professional Education
• Professional Dues Reimbursement
• Vacation Time, Paid Holidays, Summer Fridays

Equal Opportunity Employer

Morrissey and Associates is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital or veteran status, or any other characteristic protected by law.

We are committed to fostering a diverse and inclusive workplace, ensuring all individuals are treated respectfully and have equal opportunities in every aspect of employment, including hiring, training, promotion, compensation, and termination. Morrissey and Associates also complies with legal requirements for reasonable accommodation for individuals with disabilities and sincerely held religious beliefs.

We believe that welcoming a variety of perspectives and backgrounds strengthens our team and enhances the quality of service we offer our clients and communities.

Requirements

• 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 support 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.