Tax Manager

SR Staffing; New York (NY); On-site; 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 support

Community engagement

Job summary

Top 10 wealth management firm in New York is seeking a Principal Tax Manager. This client-facing role handles sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters, serving high-net-worth families with a multidisciplinary team.

You will review complex returns, provide strategic planning, and oversee tax projections, notices, and audits. CPA with 7+ years of experience and strong technical research skills required; base salary $200k–$220k with

Qualifications

• CPA with 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.

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

High-net-worth taxation

Tax planning

Research

CCH Axcess Tax

Income Tax Planner

Tax research platforms

Communication

Client management

Education

CPA credential

Tools

CCH Axcess Tax

Income Tax Planner

Job description

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.

About the Role

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.

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

Qualifications

• 7+ years of high-net-worth tax preparation and review experience

Required Skills

• 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

Preferred Skills

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

Pay range and compensation package

• 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

Equal Opportunity Statement

We are committed to diversity and inclusivity.