High-Net-Worth Private Wealth Tax Lead

Bonadio Group; New York (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

The Bonadio Group is seeking an experienced Private Wealth Manager to join our Private Wealth Tax Services team in New York. This role will lead complex compliance engagements, provide proactive planning and consulting, and help develop team members to deliver high-quality service to high-net-worth clients.

Ideal candidates hold an active CPA/JD/EA and have at least five years of public accounting or equivalent tax experience, including private wealth experience.

Qualifications

• Bachelor's degree in taxation, accounting, law, or related field.
• Active CPA, JD, or EA.
• Minimum five years in public accounting or equivalent tax experience.
• Experience serving high-net-worth individuals or families.
• Strong knowledge of individual taxation and multistate matters.
• Strong tax research, analytical, and communication skills.
• Experience supervising staff.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with tax software and MS Office applications.

Responsibilities

• Manage and review complex individual and partnership tax returns.
• Provide proactive tax planning and consulting for high-net-worth clients.
• Coordinate integrated services for individuals, trusts, estates, and family offices.
• Analyze complex investment structures and multistate filing obligations.
• Identify and resolve technical tax issues and communicate recommendations.
• Coordinate with attorneys, financial advisors, and family office staff.
• Manage engagement scope, budgets, staffing, workflow, and deadlines.
• Review staff work and provide coaching and guidance.
• Assist clients with notices, examinations, and authority correspondence.
• Identify opportunities to improve processes and leverage technology.

Skills

Tax knowledge

Public accounting

Team leadership

Communication

Education

Bachelor's degree in taxation or related field

Tools

Tax software

Microsoft Office

Job description

The Bonadio Group is seeking an experienced Private Wealth Manager to join our Private Wealth Tax Services team in New York. This role will lead complex compliance engagements, provide proactive planning and consulting, and help develop team members to deliver high-quality service to high-net-worth clients.

Ideal candidates hold an active CPA/JD/EA and have at least five years of public accounting or equivalent tax experience, including private wealth experience.