Senior Tax Manager Private Client & Estate Planning (Hybrid)

Abacus Group; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Abacus Group is seeking a Senior Tax Manager for its Private Client Group in Manhattan, NY. The role focuses on high-net-worth client planning, wealth transfer, and estate/tax strategies within a collaborative tax practice.

The position requires CPA, 8+ years of private client experience, and strong leadership. Hybrid work is available, with a focus on client service and regulatory compliance.

Qualifications

• Bachelor’s degree in Accounting is required.
• CPA certification is required.
• Strong leadership and client management experience.
• Excellent communication and interpersonal skills.
• Proven analytical mindset and attention to detail.
• Strong Excel skills.

Responsibilities

• Serve as the point of contact for private clients, answering concerns and inquiries.
• Build and maintain strong relationships with high-net-worth clients and families.
• Understand client financial goals, objectives, and family dynamics.
• Advise on trust and estate planning strategies tailored to client needs.
• Review complex trust and estate planning documents to meet client goals.
• Implement trust and estate planning strategies to minimize tax liabilities.
• Collaborate with legal professionals on trust agreements and wills.
• Assist clients in transferring wealth to future generations efficiently.
• Guide on gifting strategies, charitable giving, and philanthropic endeavors.
• Stay updated on tax law changes and advise on tax-efficient strategies.

Skills

Leadership

Attention to detail

Analytical mindset

Communication skills

Excel proficiency

Education

Bachelor’s degree in Accounting

CPA (Certified Public Accountant)

Job description

Abacus Group is seeking a Senior Tax Manager for its Private Client Group in Manhattan, NY. The role focuses on high-net-worth client planning, wealth transfer, and estate/tax strategies within a collaborative tax practice.

The position requires CPA, 8+ years of private client experience, and strong leadership. Hybrid work is available, with a focus on client service and regulatory compliance.