Senior Tax Manager, HNW & Investment Structures

Psbmgmt; New York (NY); On-site; USD 150,000 - 180,000; Full time

Job summary

Psbmgmt is seeking an experienced Tax Manager specializing in high-net-worth individuals, partnerships, and investment entities. You will oversee complex tax compliance engagements, review returns, and analyze financial statements to identify tax implications.

The role requires independent work, mentoring junior staff, and direct communication with clients and investment advisors. CPA is required; 7+ years of experience; Bachelor's in accounting/finance; strong knowledge of Schedule K-1s and

Qualifications

• 7+ years of progressive tax experience.
• Bachelor’s degree in accounting, finance, or a related field.
• CPA license required.
• Significant experience in public accounting, tax compliance, or a similar professional tax environment.
• Strong experience with high-net-worth individual taxation, investments taxation and family offices.
• Demonstrated experience preparing and/or reviewing complex individual and partnership tax returns.
• Strong understanding of investment partnership Schedule K-1s and related tax reporting.
• Experience analyzing financial statements and reconciling GAAP financial information to tax reporting.
• Experience with trust, estate, and gift tax matters.
• Ability to understand and analyze complex financial and legal documents, including partnership agreements, operating agreements, investment documents, and contracts.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple complex engagements with minimal supervision.
• Strong written and verbal communication skills.

Responsibilities

• Review tax returns prepared by staff for technical accuracy, completeness, and compliance with applicable tax laws.
• Analyze and interpret Schedule K-1s from investment partnerships, private equity funds, hedge funds, real estate partnerships, and other investment entities.
• Review complex partnership allocations, capital accounts, outside basis, distributions, debt allocations, and other partnership tax matters.
• Analyze investment activity and its tax consequences, including gains and losses, carried interests, interest-tracing, partnership investments, passive activities, and other investment-related transactions.
• Review GAAP financial statements, trial balances, general ledgers, and supporting schedules to identify tax adjustments and ensure accurate tax reporting.
• Perform detailed financial statement analysis and reconcile book income to taxable income.
• Analyze balance sheets, income statements, cash flow information, and other financial data in connection with tax return preparation and planning.
• Review and analyze contracts, operating agreements, partnership agreements, purchase agreements, and other legal documents to identify tax consequences and reporting requirements.
• Manage multiple engagements and deadlines while maintaining a high level of quality and attention to detail.
• Communicate directly with clients, investment advisors, attorneys, financial professionals, and other advisors, as necessary.
• Special Projects as assigned.
• Assist with tax notices, audits, examinations, and other federal and state tax matters.
• Mentor and provide technical guidance to less experienced tax professionals.

Skills

Tax compliance

Public accounting

CPA license

High-net-worth taxation

Financial statement analysis

Investment taxation

Review tax returns

Education

Bachelor’s degree in accounting/finance

Job description

Psbmgmt is seeking an experienced Tax Manager specializing in high-net-worth individuals, partnerships, and investment entities. You will oversee complex tax compliance engagements, review returns, and analyze financial statements to identify tax implications.

The role requires independent work, mentoring junior staff, and direct communication with clients and investment advisors. CPA is required; 7+ years of experience; Bachelor's in accounting/finance; strong knowledge of Schedule K-1s and