HNW Senior Tax Manager

JCW; New York (NY); On-site; USD 100,000 - 200,000; Full time

Job summary

An established industry player is seeking a strategic Senior Tax Manager to oversee tax planning and compliance for high-net-worth clients. This pivotal role involves managing complex tax situations and providing tailored advisory services. The ideal candidate will have over a decade of experience, particularly within a family office, and will excel in building trusted relationships with clients. Join a dynamic team where your expertise will directly contribute to the financial well-being of individuals and families, ensuring compliance while maximizing tax efficiency. If you are passionate about delivering exceptional financial services, this opportunity is perfect for you.

Qualifications

• 10+ years of experience in HNW tax compliance and planning.
• CPA certification required, with expertise in estate and partnership taxation.

Responsibilities

• Lead preparation and review of complex federal and state tax returns.
• Develop advanced tax planning strategies for high-net-worth clients.

Skills

Tax Compliance

Tax Planning

Client Relationship Management

Leadership

Communication Skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s in Taxation or JD/LLM

Tools

Tax Software

Job description

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Tax Recruiter at JCW Search | Asset Management & Financial Services

Location: New York, NY

Firm: Family Office

Position Overview

JCW is partnered with a family office seeking an experienced and strategic High Net Worth (HNW) Senior Tax Manager to join their team. This role will oversee comprehensive tax planning, compliance, and advisory services for our high-net-worth clients, including individuals, families, trusts, and closely held businesses. The ideal candidate will have 10+ years of experience, ideally within a family office, and a proven track record of managing complex tax situations and building trusted client relationships.

Key Responsibilities

1. Lead and manage the preparation and review of complex federal and state tax returns for HNW individuals, trusts, estates, partnerships, and S-corporations.
2. Develop and implement advanced tax planning strategies, including wealth transfer, charitable giving, and income tax optimization.
3. Serve as a trusted advisor to clients, providing proactive guidance and tailored solutions for their unique financial goals.
4. Oversee compliance with all applicable tax laws, ensuring accuracy, minimizing risks, and identifying opportunities for savings.
5. Collaborate with attorneys, financial advisors, and other external partners to deliver holistic financial and estate planning services.

Qualifications

1. Bachelor’s degree in Accounting, Finance, or a related field; Master’s in Taxation or JD/LLM preferred.
2. CPA certification required.
3. Minimum of 10 years of experience in HNW tax compliance and planning, with significant experience in a family office setting preferred.
4. Expertise in individual, fiduciary, estate, and partnership taxation.
5. Demonstrated leadership and team management skills with the ability to mentor and guide professionals.
6. Strong interpersonal and communication skills, with a commitment to building long-term client relationships.

For more information regarding this position or other tax opportunities, please reach out to [e-mail].

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Staffing and Recruiting and Investment Management