Senior Tax Manager

Brewer Morris; New York (NY); Híbrido; USD 200 000 - 220 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, and vision coverage

401(k) with employer match

Flexible PTO

Parental leave

Resumo da oferta

Brewer Morris is recruiting a Principal Tax Manager for its New York hybrid team. The role focuses on sophisticated tax matters for high-net-worth clients, including individuals, trusts, and international tax issues.

You will lead complex returns, planning, and client advisory in collaboration with wealth professionals and attorneys. CPA is required and a strong client-relations skillset is essential.

Qualificações

• 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.

Responsabilidades

• 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 client service team members.
• Participate in special projects, including forensic accounting and matrimonial analyses.
• Develop and maintain long-term client relationships while delivering an exceptional client experience.

Conhecimentos

HNWI tax

CPA credential

Tax planning

Client-facing

Formação académica

CPA certification

Bachelor's degree in accounting or related field

Ferramentas

CCH Axcess Tax

Income Tax Planner

Tax research platforms

Descrição da oferta de emprego

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

• 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

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

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