Private Client Tax Manager - Advisor to HNW Families

Talnt; New York (NY); On-site; USD 150,000 - 165,000; Full time

Job summary

Talnt's Private Client Services group in the United States is seeking a Tax Manager who will work directly with high-net-worth individuals, families, trusts, and estates on strategic tax decisions beyond the annual filing cycle. You will plan around investments, gifting, ownership structures, and estate matters, coordinating with attorneys and wealth advisors to deliver integrated advisory services.

This role offers a base salary of $150,000–$165,000 plus bonus, with opportunities to mentor

Qualifications

• 6+ years of progressive public accounting tax experience.
• CPA required; advanced tax degree is a plus.
• Significant experience serving high-net-worth individuals and families.
• Experience with trusts, estates, and gift taxation.
• Strong understanding of pass-through entities and closely held businesses.
• Ability to independently manage sophisticated client relationships.

Responsibilities

• Manage complex tax engagements for high-net-worth individuals, families, trusts, estates, and closely held businesses.
• Review complex returns (individual, fiduciary, gift, estate, partnership).
• Develop and execute year-round tax planning strategies for private clients.
• Advise on income tax planning, wealth transfer, gifting, trusts, estate considerations.
• Coordinate with attorneys, wealth advisors, and outside advisors.
• Mentor and develop junior professionals within Private Client Services.
• Identify additional planning and advisory opportunities within client relationships.
• Research complex tax issues and translate guidance into practical recommendations.
• Manage engagement scope, budgets, staffing, deadlines, and overall delivery.
• Review work and provide technical direction to Seniors and Staff.

Skills

Tax planning

Client relationship management

Mentoring juniors

Budgeting

Research skills

Education

CPA required

Advanced tax degree a plus

Job description

Talnt's Private Client Services group in the United States is seeking a Tax Manager who will work directly with high-net-worth individuals, families, trusts, and estates on strategic tax decisions beyond the annual filing cycle. You will plan around investments, gifting, ownership structures, and estate matters, coordinating with attorneys and wealth advisors to deliver integrated advisory services.

This role offers a base salary of $150,000–$165,000 plus bonus, with opportunities to mentor