Senior Tax Manager: Strategy & Client Advisory

UHY-US; New York (NY); On-site; USD 110,000 - 180,000; Full time

Job summary

UHY-US is seeking a Tax Manager to oversee and review information for high-net-worth clients, including complex individual returns, trusts, and investment-related reporting. The role emphasizes client relationships, staff supervision, and timely, accurate tax services in a professional office setting in New York.

The position requires a Bachelor’s in accounting or finance, 5–8 years of relevant experience, and a CPA or Enrolled Agent license.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• 5–8 years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
• Specific positions may require additional industry or specialization certifications.
• Responsible for completing the minimum CPE credit requirement.
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Responsibilities

• Lead tax strategy and engagement oversight for client portfolios.
• Supervise tax staff and review work for accuracy and compliance.
• Monitor engagement budgets and timelines against client expectations.
• Stay updated on tax laws and coordinate research for complex issues.
• Communicate complex tax concepts clearly to clients and present findings.
• Collaborate with partners on business development and proposals.

Skills

Tax planning

Client management

Leadership

Budget oversight

Communication

Research and analysis

Education

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent license

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

UHY-US is seeking a Tax Manager to oversee and review information for high-net-worth clients, including complex individual returns, trusts, and investment-related reporting. The role emphasizes client relationships, staff supervision, and timely, accurate tax services in a professional office setting in New York.

The position requires a Bachelor’s in accounting or finance, 5–8 years of relevant experience, and a CPA or Enrolled Agent license.