Senior Tax Manager

Brewer Morris; New York (NY); Ibrido; USD 200.000 - 220.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision coverage

401(k) with employer match

Flexible PTO

Parental leave

Professional development support

Community engagement opportunities

Descrizione del lavoro

Brewer Morris is partnering with a Top 10 wealth management firm to recruit a Principal Tax Manager (Senior Manager) for its New York Family Office team. The role focuses on sophisticated tax matters for high-net-worth individuals and families, with a hybrid NYC work model and broad client-facing responsibilities.

You will oversee complex returns, plan tax strategies, and collaborate with wealth advisors and attorneys to deliver exceptional client service.

Competenze

• 7+ years of high-net-worth tax preparation and review experience
• Experience with complex individual, trust, gift, partnership, and entity taxation
• Advanced tax planning and technical research capabilities
• Experience with tax software (CCH Axcess Tax) and planning tools
• Ability to manage multiple priorities and deadlines
• Excellent communication and relationship-management skills

Mansioni

• 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
• Develop and maintain long-term client relationships while delivering exceptional service

Conoscenze

High-net-worth tax

Tax planning

Client relationship management

Multistakeholder collaboration

Tax research

Communication

Formazione

CPA

Strumenti

CCH Axcess Tax

Income Tax Planner

Online tax research platforms

Descrizione del lavoro

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