High-Net-Worth Tax Supervisor / Manager

Josh Pros LLC; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Josh Pros LLC seeks an experienced High-Net-Worth Tax Supervisor or Manager to oversee complex tax engagements for wealthy individuals, families, and related entities from planning through final delivery.

Candidates located in New York or New Jersey are highly preferred; relocation is available. The role collaborates with clients, tax department partners, and government agencies to ensure accurate, timely tax results and staff development.

Qualifications

• Active CPA or Enrolled Agent credential.
• Bachelor’s or Master’s degree in Accounting.
• Minimum 5 years of public accounting experience.
• Experience at the Tax Supervisor or Manager level.
• Previous high-net-worth tax experience.
• Experience serving wealthy individuals and related entities.
• US work authorization in the United States.

Responsibilities

• Oversee complex tax engagements from planning through final delivery.
• Prepare, review, and manage U.S. federal, multistate, and international returns.
• Supervise staff and mentor junior professionals.
• Communicate with the IRS and state tax agencies regarding audits and notices.
• Support business development by engaging with prospective clients and preparing fee quotes.
• Contribute to firm leadership and staff development.

Skills

CPA or EA credential

Public accounting

Experience at supervisor/manager level

High-net-worth tax experience

US tax compliance

Education

Bachelor’s or Master’s in Accounting

Job description

Client: A client in the accounting and tax advisory industry

Location: New York, NY

Work mode: On-site

Experience: Senior Level

Work authorization: US Citizen (Only)

Relocation: Available

Openings: 1

The client is seeking an experienced High-Net-Worth Tax Supervisor or Manager to oversee complex tax engagements for wealthy individuals, families, and related entities.

The successful candidate will bring strong experience in high-net-worth tax compliance, review, planning, advisory, client management, staff supervision, and practice development. The role will involve managing engagements from initial planning through final delivery while working directly with clients, tax department partners, team members, and government agencies.

Candidates located in the New York or New Jersey area are highly preferred. However, qualified candidates located elsewhere in the United States are also encouraged to apply.

Key Responsibilities

• Oversee complex tax engagements from planning through final delivery.
• Ensure tax projects and client deliverables are completed accurately, on time, and in accordance with client expectations.
• Develop a detailed understanding of each client’s business, investments, family structure, and tax requirements.
• Prepare, review, and manage tax returns, extensions, tax‑planning calculations, and related deliverables.
• Oversee tax work involving individuals, trusts, estates, gifts, partnerships, corporations, and other related entities.
• Prepare and review complex tax‑planning projections for high‑net‑worth individuals and business entities.
• Manage client deadlines, filing requirements, engagement progress, and outstanding deliverables.
• Prepare and review complex U.S. federal, multistate, and international income tax returns.
• Review returns for C corporations, S corporations, partnerships, consolidated entities, and nonconsolidated entities.
• Conduct complex tax research and prepare technical memoranda documenting findings and conclusions.
• Communicate with the IRS and state tax agencies regarding audits, inquiries, notices, and other tax matters.
• Communicate directly with clients, colleagues, firm leadership, and government representatives.
• Delegate work to appropriate team members and provide technical accounting and tax guidance.
• Review staff work and support the development of junior and intermediate tax professionals.
• Assist with new‑hire training, ongoing employee development, and career guidance.
• Support business‑development initiatives by meeting with prospective clients, evaluating client needs, and preparing fee quotes and proposals.
• Help improve the firm’s tax software, internal processes, and engagement workflows.
• Participate in consulting engagements and special projects requested by clients or firm leadership.
• Take direction from and report directly to the partners of the tax department.

Skills - Must Have

• Active CPA designation or Enrolled Agent credential
• Bachelor’s or Master’s degree in Accounting
• Minimum 5 years of public accounting experience
• Experience at the Tax Supervisor, Tax Manager, or equivalent level
• Previous high-net-worth individual tax experience
• Experience serving wealthy individuals, families, and related entities
• Experience preparing or reviewing complex individual income tax returns
• Experience preparing or reviewing trust tax returns
• Currently located in the United States
• Legally authorized to work in the United States

Benefits

• Flexible work arrangements on select roles, including remote, work‑from‑home, and hybrid options.
• Competitive base salary.
• Paid vacation, sick time, and holidays.
• Medical, dental, and vision insurance.
• HRA, FSA, and HSA options, where applicable.
• Employee wellness programs.
• Summer flexible scheduling.
• Employer contributions to the firm’s 401(k) plan.
• CPA licensure support and professional‑certification incentives.
• Career‑development and internal‑mobility opportunities.
• Volunteer opportunities with charitable partner organizations.