Tax Manager

Brewer Morris; Mundelein (IL); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with employer match

Flexible PTO

Parental leave

Professional development support

Commuter benefits

Community engagement opportunities

Job summary

Brewer Morris in New York, NY seeks a Tax Family Office Senior Associate (Tax Manager) to join its high-net-worth practice. You’ll handle complex tax returns, planning, and advisory work for affluent clients, collaborating with attorneys and investment professionals.

This role blends compliance with strategic financial guidance and client management in a fast-paced wealth management environment.

Qualifications

• Bachelor's degree in Accounting required; Master's in Taxation preferred.
• CPA preferred.
• 5-7 years of high-net-worth tax experience in a CPA firm, family office, or wealth management environment.
• Strong experience preparing and reviewing complex individual income tax returns.
• Knowledge of tax planning, financial planning, and financial administration concepts.
• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online).
• Excellent communication and relationship-building skills.

Responsibilities

• Prepare and review individual, business, and fiduciary tax returns, including multi-state filings.
• Assist with tax planning, projections, estimated tax calculations, and year-round advisory services.
• Respond to tax notices and support IRS and state tax audits.
• Conduct tax research and participate in special projects.
• Review payroll tax filings and information returns.
• Support forensic accounting and financial analyses related to matrimonial matters.
• Provide business management and financial administration services to high-net-worth individuals and families.
• Review financial statements, budgets, cash flow analyses, spending reports, and financial plans.
• Build and maintain strong client relationships while serving as a trusted advisor.
• Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team.
• Manage workflow, client engagements, billing, and overall profitability of assigned accounts.

Skills

CPA

Client relationship

Attention to detail

Time management

Education

Bachelor's degree in Accounting

Master's in Taxation (preferred)

CPA preferred

Tools

CCH Axcess Tax

QuickBooks (Desktop/Online)

Job description

Job Description

Tax Family Office Senior Associate (Tax Manager)

High Net Worth & Family Office Services | New York, NY

We are partnering with a highly respected Top 10 wealth management firm, and the family office division is seeking a Tax Family Office Senior Associate (Tax Manager) to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation.

What You'll Be Doing

• Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings
• Assist with tax planning, projections, estimated tax calculations, and year-round advisory services
• Respond to tax notices and support IRS and state tax audits
• Conduct tax research and participate in special projects
• Review payroll tax filings and information returns
• Support forensic accounting and financial analyses related to matrimonial matters
• Provide business management and financial administration services to high-net-worth individuals and families
• Review financial statements, budgets, cash flow analyses, spending reports, and financial plans
• Build and maintain strong client relationships while serving as a trusted advisor
• Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team
• Manage workflow, client engagements, billing, and overall profitability of assigned accounts

What We're Looking For

• Bachelor's degree in Accounting required; Master's in Taxation preferred
• CPA preferred
• 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment
• Strong experience preparing and reviewing complex individual income tax returns
• Knowledge of tax planning, financial planning, and financial administration concepts
• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and deadlines in a client-focused environment
• Excellent communication and relationship-building skills

Why Consider This Opportunity?

This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environment.

Busy Season Hours

Approximately 45 hours per week.

Non-busy season 40 hours per week.

Compensation & Benefits

• Base Salary: $120,000 - $170,000 + 10-15% Bonus
• Medical, dental, and vision coverage starting on day one
• 401(k) with employer match
• Flexible PTO
• Parental leave
• Professional development and continuing education support
• Commuter benefits
• Community engagement and volunteer opportunities