Elite Tax Manager — High Net Worth & Investments

PS Business Management LLC; New York (NY); On-site; USD 150,000 - 180,000; Full time

Job summary

PS Business Management LLC is seeking an experienced Tax Manager for High Net Worth & Investments in New York. The role focuses on high-net-worth individual taxation, partnership taxation, and investment entities with strong technical acumen and client-facing responsibilities.

The ideal candidate will manage complex engagements, review staff work for accuracy, and mentor junior professionals while collaborating with investment advisors and attorneys to optimize tax outcomes.

Qualifications

• Progressive tax experience for high-net-worth individuals and partnerships.
• Experience reviewing complex tax returns for individuals and partnerships.
• Ability to interpret investment entities and related tax reporting.

Responsibilities

• Review tax returns prepared by staff for technical accuracy and compliance.
• Analyze Schedule K-1s from investment partnerships, funds, and real estate ventures.
• Review partnership allocations, capital accounts, outside basis, and debt allocations.
• Analyze investment activity and its tax consequences, including carried interests and passive activities.
• Review GAAP financial statements and reconcile book income to taxable income.
• Mentor and provide technical guidance to junior staff.
• Communicate with clients and advisors; manage multiple engagements.

Skills

7+ years tax experience

High net worth taxation

Analytical

Strong communication

Mentoring/leadership

Education

Bachelor's degree in accounting/finance

CPA license

Job description

PS Business Management LLC is seeking an experienced Tax Manager for High Net Worth & Investments in New York. The role focuses on high-net-worth individual taxation, partnership taxation, and investment entities with strong technical acumen and client-facing responsibilities.

The ideal candidate will manage complex engagements, review staff work for accuracy, and mentor junior professionals while collaborating with investment advisors and attorneys to optimize tax outcomes.