Senior Tax Manager / Tax Principal – High Net Worth Clients

Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals, families, business owners, and family offices. The firm provides integrated wealth management solutions that include investment management, financial planning, tax advisory, estate planning, and family office services.

Known for its collaborative culture and commitment to delivering sophisticated advice, the organization has built a reputation for providing highly personalized solutions to complex financial situations. With continued growth across major markets, the firm is investing in talented professionals who are passionate about helping clients navigate increasingly complex tax and financial planning needs.

This is an opportunity to become part of a highly respected organization where tax professionals are viewed as strategic advisors and key contributors to client success—not simply return preparers.

The firm offers exposure to complex and intellectually stimulating tax matters involving high-net-worth individuals, trusts, partnerships, closely held businesses, private foundations, and multi-generational wealth planning strategies. You will work alongside experienced wealth advisors, planners, and specialists in a collaborative environment that encourages professional growth and continuous learning.

In addition to challenging and rewarding work, the firm offers:

Competitive compensation package ($200,000 - $220,000)
Annual bonus opportunity
Comprehensive medical, dental, and vision coverage beginning on day one
401(k) plan with company match
Flexible PTO policy
Paid parental leave
Financial support for advanced education and professional designations
Commuter benefits
Opportunities to participate in community and volunteer initiatives
A culture that values collaboration, integrity, excellence, and professional development

This is an ideal opportunity for an experienced tax professional seeking a sophisticated client base, meaningful client relationships, and a long-term career path within a growing national organization.

The Senior Tax Manager / Tax Principal will play a critical role in delivering comprehensive tax compliance, planning, and advisory services to high-net-worth individuals and families. This position requires strong technical expertise, exceptional client service skills, and the ability to manage multiple complex engagements in a fast-paced environment.

Based in New York City, this individual will work closely with clients and members of their broader wealth management teams to provide proactive tax guidance and strategic planning solutions.

Key Responsibilities
Prepare and review complex individual income tax returns, including multi-state filings
Prepare and review gift, trust, partnership, corporate, and private foundation tax returns
Develop quarterly tax projections, estimated tax calculations, and extension filings
Assist high-net-worth clients with a variety of financial matters, including mortgage applications, insurance-related requests, required minimum distribution (RMD) analysis, and cash flow projections
Respond to tax notices and support clients through tax audits and examinations
Conduct tax research and provide recommendations regarding complex tax issues
Prepare detailed and organized workpapers that support tax filings and planning strategies
Manage foreign tax reporting and compliance requirements
Participate in special projects, including forensic analyses related to matrimonial and other financial matters
Collaborate with financial advisors, investment professionals, attorneys, and other members of clients' advisory teams
Build and maintain trusted client relationships through exceptional service and responsiveness
Qualifications
CPA designation required
Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals
Strong experience with complex individual, trust, gift, partnership, corporate, and private foundation taxation
Advanced technical tax knowledge and planning expertise
Proficiency with CCH Axcess Tax, Income Tax Planner, tax research platforms, and Microsoft Office Suite
Excellent analytical, organizational, and problem-solving abilities
Strong verbal and written communication skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Proven commitment to client service excellence and attention to detail
What Success Looks Like

The ideal candidate combines deep technical tax expertise with a client-first mindset. They thrive in a collaborative environment, take ownership of their work, communicate effectively with clients and colleagues, and enjoy solving complex tax challenges for sophisticated high-net-worth individuals and families.