High-Net-Worth Tax Supervisor / Manager

77 consultants; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

77 consultants seeks a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate engagements for affluent individuals, families, and related entities. The role interfaces with clients, tax department partners, team members, and regulatory bodies.

Candidates based in New York or New Jersey are strongly preferred; however, qualified applicants from other regions in the United States are also encouraged to submit their applications.

Qualifications

• Active CPA designation or Enrolled Agent credential.
• Bachelor’s or Master’s degree in Accounting.
• Minimum of 5 years public accounting experience.
• Experience at the Tax Supervisor, Tax Manager, or a comparable level.
• Proven track record working with high-net-worth individuals and related entities.

Responsibilities

• Oversee complex tax engagements from planning to final delivery.
• Ensure accuracy and timeliness of tax projects and deliverables.
• Develop understanding of client operations, investments, family structures, and tax obligations.
• Prepare, review, and manage returns, extensions, tax planning calculations, and deliverables.
• Supervise tax activities involving individuals, trusts, estates, gifts, partnerships, corporations, and related entities.
• Create and review sophisticated tax-planning projections for high-net-worth clients and business entities.
• Liaise with the IRS and state tax agencies regarding audits and inquiries.
• Contribute to business development by engaging with prospective clients and drafting proposals.
• Report to tax partners and guide junior staff in technical accounting and tax matters.

Skills

Public accounting experience

High-net-worth tax services

Trusts & estates

Tax planning & compliance

Education

CPA designation or Enrolled Agent

Bachelor’s or Master’s in Accounting

Job description

We are seeking a seasoned High‑Net‑Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities.

This role requires managing engagements from initial assessment to final execution, directly interfacing with clients, tax department partners, team members, and regulatory bodies.

Candidates based in New York or New Jersey are strongly preferred; however, qualified applicants from other regions in the United States are also encouraged to submit their applications.

Key Responsibilities

• Oversee complex tax engagements throughout the entire process, from planning to final delivery.
• Ensure accuracy and timeliness of tax projects and deliverables, meeting client expectations.
• Develop an in-depth understanding of each client’s business operations, investment portfolios, family structures, and tax obligations.
• Prepare, review, and manage tax returns, extensions, tax planning calculations, and associated deliverables.
• Supervise tax activities involving individuals, trusts, estates, gifts, partnerships, corporations, and related entities.
• Create and review sophisticated tax‑planning projections for high‑net‑worth clients and business entities.
• Manage critical client deadlines, filing requirements, engagement timelines, and deliverables.
• Prepare and review complex U.S. federal, multistate, and international income tax returns, ensuring compliance with relevant regulations.
• Review returns for various structures including C corporations, S corporations, partnerships, consolidated, and nonconsolidated entities.
• Conduct intricate tax research and draft technical memoranda to document findings and conclusions.
• Liaise with the IRS and state tax agencies regarding audits, inquiries, and other tax-related matters.
• Communicate effectively with clients, colleagues, firm leadership, and government representatives.
• Delegate responsibilities to team members while providing technical accounting and tax guidance.
• Oversee staff work and play a pivotal role in the development of junior and intermediate tax professionals.
• Facilitate new‑hire training, ongoing professional development, and career counseling.
• Contribute to business development efforts by engaging with prospective clients, assessing client needs, and preparing fee estimates and proposals.
• Enhance the firm’s tax software, internal protocols, and engagement workflows.
• Participate in consulting engagements and special projects as requested by clients or firm leadership.
• Report directly to the partners of the tax department and take direction accordingly.

Qualifications

• Active CPA designation or Enrolled Agent credential.
• Bachelor’s or Master’s degree in Accounting.
• A minimum of 5 years of public accounting experience.
• Experience at the Tax Supervisor, Tax Manager, or a comparable level.
• Previous experience in high‑net‑worth individual tax services.
• Proven track record working with wealthy individuals, families, and related entities.
• Expertise in preparing or reviewing complex individual and trust income tax returns.