Senior Tax Manager

Brewer Morris; Mundelein (IL); Hybrid; USD 200,000 - 220,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Flexible PTO

Parental leave

Professional development and CE

Commuter benefits

Community engagement and volunteer

Job summary

Brewer Morris is seeking a Principal Tax Manager (Senior Manager) for its New York, NY hybrid team. You will manage sophisticated tax matters for high-net-worth families, including individuals, trusts, gifts, partnerships, and entities, while partnering with wealth advisors and attorneys.

The role emphasizes strategic tax planning, research, and leadership in a fast-paced, client-focused environment. This is a senior client-facing leadership opportunity in a high-profile wealth management

Qualifications

• CPA designation required
• 7+ years of high-net-worth tax preparation and review experience
• Strong experience with complex individual, trust, gift, partnership, and entity taxation
• Advanced tax planning and technical research capabilities
• Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent communication and relationship-management skills
• Ability to thrive in a fast-paced, client-focused environment

Responsibilities

• Review complex individual income tax returns, including multi-state filings
• Oversee and review gift, trust, partnership, corporate, and private foundation tax returns
• Prepare and review quarterly tax projections, estimated tax calculations, and extensions
• Advise high-net-worth individuals and families on tax planning opportunities and financial matters
• Conduct tax research and develop solutions for complex tax issues
• Assist clients with tax notices, audits, and regulatory matters
• Support foreign tax reporting and compliance requirements
• Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team
• Participate in special projects, including forensic accounting and matrimonial analyses
• Develop and maintain long-term client relationships while delivering an exceptional client experience

Skills

CPA designation

7+ years tax experience

High-net-worth tax

Client-facing skills

Tools

CCH Axcess Tax

Income Tax Planner

Online tax research

Job description

Job Description: Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Principal Tax Manager | HNW Family Office | New York, NY (Hybrid) We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager (Senior Manager) to join its growing New York team. This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team.

What You'll Do

• Review complex individual income tax returns, including multi-state filings
• Oversee and review gift, trust, partnership, corporate, and private foundation tax returns
• Prepare and review quarterly tax projections, estimated tax calculations, and extensions
• Advise high-net-worth individuals and families on tax planning opportunities and financial matters
• Conduct tax research and develop solutions for complex tax issues
• Assist clients with tax notices, audits, and regulatory matters
• Support foreign tax reporting and compliance requirements
• Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team
• Participate in special projects, including forensic accounting and matrimonial analyses
• Develop and maintain long-term client relationships while delivering an exceptional client experience

What We're Looking For

• CPA designation required
• 7+ years of high-net-worth tax preparation and review experience
• Strong experience with complex individual, trust, gift, partnership, and entity taxation
• Advanced tax planning and technical research capabilities
• Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent communication and relationship-management skills
• Ability to thrive in a fast-paced, client-focused environment

Busy Season Hours:

Approximately 45 hours per week. Emphasis on maintaining reasonable non-billable hour expectations. Non-busy season 40 hours per week

Compensation & Benefits

Base Salary: $200,000 - $220,000 + 10-20% Bonus

Comprehensive benefits package includes:

• Medical, dental, and vision coverage starting on day one
• 401(k) with employer match
• Flexible PTO
• Parental leave
• Professional development and continuing education support
• Commuter benefits
• Community engagement and volunteer opportunities

If you're a high-net-worth tax professional seeking a leadership opportunity with significant client exposure, a collaborative culture, and strong long-term growth potential, I'd welcome a confidential conversation.