Senior Tax Manager - High Net Worth

The Greene Group; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

A boutique advisory firm in New York City is seeking a Senior Tax Manager to oversee tax return preparations and manage a team of Tax Associates. The ideal candidate will have over 5 years of experience in tax planning and advisory services, possess a CPA license, and demonstrate strong leadership skills. This position offers a chance to work closely with high-net-worth clients, ensuring compliance and delivering exceptional service in a dynamic environment.

Qualifications

• 5+ years of experience in tax planning, preparation, and advisory services.
• Strong leadership and people management skills required.
• Exceptional analytical and organizational skills necessary.

Responsibilities

• Lead preparation and review of complex tax returns for clients.
• Manage a team of Tax Associates and oversee their development.
• Consult directly with high-net-worth individuals for tax advisory.

Skills

Tax planning

Team management

Client communication

Tax research

Analytical skills

Problem-solving

Education

CPA license or active pursuit of licensure

Tools

Intuit QuickBooks

Drake

Microsoft Excel

Job description

Overview

Our client is a boutique advisory firm with offices next to Bryant Park specializing in wealth management, financial advisory and tax/accounting services. This is a newly-created Senior Tax Manager opportunity!!

3 days onsite in Midtown NYC

Responsibilities

• Lead the preparation and review of complex federal, state, and local tax returns for individuals, businesses, and trusts.
• Manage a team of Tax Associates and oversee workflow, training, and professional development.
• Develop and implement tax planning strategies to optimize clients\' financial outcomes and minimize liabilities.
• Consult directly with high-net-worth individuals, business owners, and corporate clients to understand and meet their tax advisory needs.
• Conduct technical tax research and stay abreast of emerging tax legislation and regulatory changes.
• Ensure strict compliance with filing deadlines and quality standards.
• Represent clients during tax audits and liaise with tax authorities to resolve disputes.
• Develop client relationships through proactive communication and deliver exceptional client service.
• Collaborate with wealth management and financial advisory teams to provide integrated, holistic financial solutions.
• Identify opportunities for new business development and contribute to the firm\'s growth initiatives.

Qualifications

• 5+ years of experience in tax planning, preparation, and advisory services within public accounting or financial advisory firms.
• CPA license (or active pursuit of licensure) required.
• Strong leadership and people management skills.
• Advanced proficiency with accounting software (e.g., Intuit QuickBooks, Drake, Microsoft Excel, tax preparation platforms).
• Exceptional analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple client engagements with a high level of autonomy and professionalism.