Strategic Tax Principal for High-Net-Worth Clients

Jobot; New York (NY); On-site; USD 200,000 - 260,000; Full time

Benefits offered by this job

Annual bonus

Medical coverage

401(k) match

Flexible PTO

Parental leave

Education support

Commuter benefits

Job summary

Jobot in New York City seeks a Senior Tax Manager / Tax Principal to deliver strategic tax planning, compliance, and advisory services for high-net-worth clients. You will lead complex engagements, coordinate with wealth advisors, and drive optimal tax outcomes in a fast-paced environment.

Role offers exposure to sophisticated tax matters, extensive client interaction, and opportunities for professional growth within a collaborative team.

Qualifications

• CPA designation required.
• Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals.
• Experience with complex taxation for individuals, trusts, gifts, partnerships, and foundations.
• Proficiency with tax software and research platforms; strong document workpapers.

Responsibilities

• Prepare and review complex individual income tax returns, including multi-state filings.
• Prepare and review gift, trust, partnership, corporate, and private foundation tax returns.
• Develop quarterly tax projections, estimated tax calculations, and extension filings.
• Collaborate with clients and wealth management teams to provide proactive tax guidance.
• Respond to tax notices and support audits and examinations.
• Research tax issues and document workpapers with conclusions.

Skills

Client service

Communication

Analytical thinking

Time management

Education

CPA designation

Tools

CCH Axcess Tax

Income Tax Planner

Tax research platforms

Microsoft Office

Job description

Jobot in New York City seeks a Senior Tax Manager / Tax Principal to deliver strategic tax planning, compliance, and advisory services for high-net-worth clients. You will lead complex engagements, coordinate with wealth advisors, and drive optimal tax outcomes in a fast-paced environment.

Role offers exposure to sophisticated tax matters, extensive client interaction, and opportunities for professional growth within a collaborative team.