Tax Manager

Brewer Morris; New York (NY); Hybrid; USD 200,000 - 220,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Flexible PTO

Parental leave

Professional development

Community engagement

Job summary

Brewer Morris seeks a Principal Tax Manager for its HNW Family Office in New York, NY. This role handles sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters in a client-facing capacity within a multidisciplinary wealth management team.

The CPA will lead tax planning, manage complex returns, coordinate with wealth advisors and attorneys, and guide clients through notices and audits.

Qualifications

• 7+ years of high-net-worth tax preparation and review experience.
• Advanced tax planning and technical research capabilities.
• Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms.
• Strong organizational skills with ability to manage multiple priorities and deadlines.
• Excellent communication and relationship-management skills.

Responsibilities

• Review complex individual income tax returns, including multi-state filings.
• Oversee and review gift, trust, partnership, corporate, and private foundation tax returns.
• Prepare and review quarterly tax projections, estimated tax calculations, and extensions.
• Advise high-net-worth individuals and families on tax planning opportunities and financial matters.
• Conduct tax research and develop solutions for complex tax issues.
• Assist clients with tax notices, audits, and regulatory matters.
• Support foreign tax reporting and compliance requirements.
• Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team.
• Participate in special projects, including forensic accounting and matrimonial analyses.
• Develop and maintain long-term client relationships while delivering an exceptional client experience.

Skills

Client-facing

Tax planning

Tax research

Communication

Organization

Education

CPA

Tools

CCH Axcess Tax

Income Tax Planner

Tax research platforms

Job description

Principal Tax Manager | HNW Family Office | New York, NY (Hybrid)

We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team.

This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team.

What You'll Do

• Review complex individual income tax returns, including multi-state filings
• Oversee and review gift, trust, partnership, corporate, and private foundation tax returns
• Prepare and review quarterly tax projections, estimated tax calculations, and extensions
• Advise high-net-worth individuals and families on tax planning opportunities and financial matters
• Conduct tax research and develop solutions for complex tax issues
• Assist clients with tax notices, audits, and regulatory matters
• Support foreign tax reporting and compliance requirements
• Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team
• Participate in special projects, including forensic accounting and matrimonial analyses
• Develop and maintain long-term client relationships while delivering an exceptional client experience

What We're Looking For

• 7+ years of high-net-worth tax preparation and review experience
• Strong experience with complex individual, trust, gift, partnership, and entity taxation
• Advanced tax planning and technical research capabilities
• Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent communication and relationship-management skills
• Ability to thrive in a fast-paced, client-focused environment

Busy Season Hours:

• Approximately 45 hours per week.
• Emphasis on maintaining reasonable non-billable hour expectations.
• Non-busy season 40 hours per week

Base Salary: $200,000 - $220,000 + 10-20% 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
• Community engagement and volunteer opportunities