Tax Manager

Job Description\nAbout the Company\n\nWe are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team.\n\nAbout the Role\n\nThis is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters.

The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team.\n\nResponsibilities\n\n\n Review complex individual income tax returns, including multi-state filings\n Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n Conduct tax research and develop solutions for complex tax issues\n Assist clients with tax notices, audits, and regulatory matters\n Support foreign tax reporting and compliance requirements\n Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n Participate in special projects, including forensic accounting and matrimonial analyses\n Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n\nQualifications\n\n\n CPA designation required\n 7+ years of high-net-worth tax preparation and review experience\n\n\nRequired Skills\n\n\n Strong experience with complex individual, trust, gift, partnership, and entity taxation\n Advanced tax planning and technical research capabilities\n Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n Strong organizational skills with the ability to manage multiple priorities and deadlines\n Excellent communication and relationship-management skills\n Ability to thrive in a fast-paced, client-focused environment\n\n\nPreferred Skills\n\n\n Busy Season Hours: Approximately 45 hours per week.\n Emphasis on maintaining reasonable non-billable hour expectations.\n Non-busy season 40 hours per week\n\n\nPay range and compensation package\n\n\n Base Salary: $200,000 - $220,000 + 10-20% Bonus\n Comprehensive benefits package includes:\n\n\n\n Medical, dental, and vision coverage starting on day one\n 401(k) with employer match\n Flexible PTO\n Parental leave\n Professional development and continuing education support\n Commuter benefits\n Community engagement and volunteer opportunities\n\n\nEqual Opportunity Statement\n\nWe are committed to diversity and inclusivity.\n