High-Net-Worth Tax Manager

Overview

• Lead tax engagements for high-net-worth individuals, families, and related entities.
• Collaborate with a team of professionals in a flexible and diverse environment.
• Provide mentorship and guidance to junior staff members.
• Engage in tax planning, advisory, and compliance activities.
• Work on complex tax engagements, including multi-state and international filings.
• Contribute to practice development and business growth initiatives.
• Utilize advanced software and workflows to optimize processes.
• Participate in consulting projects and special assignments.
• Support employee training and career development programs.

Key Responsibilities & Duties

• Oversee tax engagements from planning to delivery, ensuring quality and timeliness.
• Prepare and review complex tax returns, extensions, and planning calculations.
• Conduct tax research and draft memorandums outlining findings and conclusions.
• Communicate with IRS and state agencies regarding audits and inquiries.
• Delegate projects effectively and provide assistance to staff as needed.
• Engage in business development activities, including client meetings and proposals.
• Assist with employee training and provide career guidance.
• Report to tax department partners and contribute to departmental goals.
• Lead consulting projects and special assignments for management and clients.

Job Requirements

• Bachelor’s or Master’s Degree in Accounting required.
• CPA certification or EA designation is mandatory.
• Minimum of 5 years of public accounting experience; 9 years preferred.
• Expertise in individual, corporate, and partnership taxation.
• Experience with multi-state and international tax filings.
• Proficiency in tax software and workflow optimization tools.
• Strong communication skills for client and team interactions.
• Ability to mentor and train junior staff effectively.
• Located in NY/NJ area preferred; remote candidates considered.