Managing Director High Net Worth Tax

Madison-Davis, LLC; New York (NY); On-site; USD 350,000 - 550,000; Full time

Job summary

Madison-Davis, LLC in New York seeks an experienced tax leader to serve high net worth individuals and families, focusing on complex individual, trust, estate, and gift taxation. The role blends technical oversight with personalized client service and oversees client relationships, business development, and team development.

Candidates bring CPA licensure; JD/LL.M. in Taxation or CFP preferred, 10+ years in public accounting tax, and experience at a senior management level.

Qualifications

• Active CPA license required; JD, LL.M. In Taxation, or CFP preferred.
• 10+ years of public accounting tax experience serving high net worth clients.
• Current Senior Manager, Director, or Managing Director at a regional, national, or Big Four firm.
• Strong knowledge of individual, fiduciary, gift, and estate taxation.
• Extensive experience reviewing complex Forms 1040, 1041, 709, and 706.
• Experience reviewing related Forms 1065 and 1120-S.
• Knowledge of multistate compliance, PTET elections, and estimated payments.
• Experience resolving IRS and state tax notices.
• Proficiency with CCH Axcess, GoSystem, UltraTax, or comparable tax software.
• Ability to build client relationships and develop business; no existing book required.
• Experience leading and developing teams.
• Discretion, sound judgment, and clear communication with individuals and families.

Responsibilities

• Oversee tax compliance for high net worth individuals, trusts, and estates.
• Review complex individual and fiduciary income tax returns.
• Review gift and estate tax returns and related supporting schedules.
• Review partnership and S corporation filings associated with client engagements.
• Guide clients through multistate tax compliance and PTET elections.
• Oversee estimated tax payment calculations and requirements.
• Support resolution of IRS and state tax notices.
• Explain complex tax planning considerations clearly to individuals and families.
• Develop client relationships and identify business opportunities.
• Lead, mentor, and develop tax professionals.

Skills

Client relationship building

Team development

Business development

Mentoring

Tax planning

Tax compliance

Communication skills

Education

CPA license

JD or LL.M. in Taxation

CFP preferred

Tools

CCH Axcess

GoSystem

UltraTax

Job description

ABOUT THE ROLE A public accounting firm is seeking an experienced tax leader to serve high net worth individuals and families. This opportunity focuses on complex individual, trust, estate, and gift taxation, combining technical oversight with personalized client service. The role offers responsibility for client relationships, business development, and team development. An existing book of business is not required. Candidates bringing a $1M $2M book may be considered at the Partner level.

RESPONSIBILITIES

• Oversee tax compliance for high net worth individuals, trusts, and estates.
• Review complex individual and fiduciary income tax returns.
• Review gift and estate tax returns and related supporting schedules.
• Review partnership and S corporation filings associated with client engagements.
• Guide clients through multistate tax compliance and PTET elections.
• Oversee estimated tax payment calculations and requirements.
• Support resolution of IRS and state tax notices.
• Explain complex tax planning considerations clearly to individuals and families.
• Develop client relationships and identify business opportunities.
• Lead, mentor, and develop tax professionals.

QUALIFICATIONS

• Active CPA license required;JD, LL.M. In Taxation, or CFP preferred.
• 10+ years of public accounting tax experience serving high net worth clients.
• Current Senior Manager, Director, or Managing Director at a regional, national, or Big Four firm.
• Strong knowledge of individual, fiduciary, gift, and estate taxation.
• Extensive experience reviewing complex Forms 1040, 1041, 709, and 706.
• Experience reviewing related Forms 1065 and 1120-S.
• Knowledge of multistate compliance, PTET elections, and estimated payments.
• Experience resolving IRS and state tax notices.
• Proficiency with CCH Axcess, GoSystem, UltraTax, or comparable tax software.
• Ability to build client relationships and develop business;no existing book required.
• Experience leading and developing teams.
• Discretion, sound judgment, and clear communication with individuals and families.