Tax Manager - New York City! | High Net-Worth

We are a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we always maintain our objectivity to provide our clients with our best possible advice to help them achieve their personal and business goals.

We have an immediate opening for a Tax Manager. Our Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns.

Job Details:

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
• Reviews tax procedures, engagement workpapers and financial statements without supervision
• Addresses questions on advanced technical accounting matters from team members and upper-level client management
• Advanced level tax preparation skills
• Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicates with Partner on work status and client issues that arise
• Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
• Advanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.)
• Top review of returns, workpapers, and issues
• Primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
• Supervises, trains and mentors tax staff

Minimum Qualifications:

• Bachelors of Accounting is required
• 5+ years of relevant work and industry experience within High Net Worth/Family Office taxation
• Prior experience managing engagements and clients
• Ability to work independently, but also work well with others
• Preferred Qualifications
• Bachelor’s Degree in Accounting or Taxation
• CPA License or on track to obtain
• 2+ years’ supervisory experience
• Software Experience - CCH ProSystem, Microsoft Office 365