Tax Manager

Intelligent Staffing Company; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid options

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Professional development

Community involvement

Job summary

Intelligent Staffing Company in New York, NY is seeking a Tax Manager for its High Net Worth practice. You will lead complex engagements for high-net-worth individuals, families, trusts, estates, and related entities, covering compliance, planning, and advisory work.

The role requires CPA or EA, 5–7+ years in public accounting, and strong client management paired with leadership of staff and cross-functional collaboration with Partners.

Qualifications

• CPA or EA required.
• Bachelor's or Master's degree in Accounting or related field.
• 5-7+ years of public accounting experience.
• Strong background in individual, corporate, and partnership taxation.
• Experience with high-net-worth individuals and families.
• Experience supervising and mentoring tax professionals.
• Strong client-management and communication skills.
• Ability to manage multiple engagements and meet deadlines.

Responsibilities

• Oversee tax engagements from planning through completion, meeting deadlines and client expectations.
• Lead complex tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
• Perform compliance, review, planning, and advisory work; supervise staff.
• Prepare, review, and manage tax returns, extensions, and planning calculations.
• Review U.S., multi-state, and international income tax returns.
• Conduct tax research and write technical memos.
• Represent clients with the IRS and state tax agencies on audits and notices.
• Mentor staff and support business development with fee quotes and proposals.

Education

CPA or EA

Bachelor's/Master's in Accounting

Job description

Location: New York, NY (Hybrid) | Full-time | Permanent

About the Role

• Our client, an established public accounting firm, is hiring a Tax Manager for its High Net Worth practice in New York.
• You will lead complex tax engagements for high-net-worth individuals, families, trusts, estates, and related entities.
• The role covers compliance, review, planning, and advisory work, plus staff supervision and client development.

What You Will Do

• Oversee tax engagements from planning through completion, meeting deadlines and client expectations.
• Build a strong understanding of each client's business, finances, and tax goals.
• Prepare, review, and manage tax returns, extensions, and tax planning calculations.
• Work across a range of entity types, including:
• High-net-worth individuals
• Trusts and estates
• C-Corporations and S-Corporations
• Partnerships
• Prepare and review complex tax planning projections for individuals and businesses.
• Review complex U.S., multi-state, and international income tax returns.
• Conduct tax research and write technical memos on findings.
• Represent clients with the IRS and state tax agencies on audits, inquiries, and notices.
• Supervise, mentor, and develop tax staff, and delegate work based on skills and workload.
• Build strong relationships with existing clients and work closely with Partners.
• Support business development by meeting prospects, preparing fee quotes and proposals, and identifying new tax and advisory opportunities.
• Help with staff training, onboarding, and special consulting projects.

What You Bring

• CPA or EA required.
• Bachelor's or Master's degree in Accounting or a related field.
• 5-7+ years of public accounting experience.
• Strong background in individual, corporate, and partnership taxation.
• Experience working with high-net-worth individuals and families.
• Experience across tax compliance, review, planning, and advisory work.
• Experience supervising and mentoring tax professionals.
• Strong client-management and communication skills.
• Sharp analytical, research, and problem-solving skills.
• Ability to manage multiple engagements and meet strict deadlines.

Nice to Have

• Trust, estate, and gift tax experience.
• Complex tax planning and projections.
• Experience with closely held businesses and related entities.
• Business development and client relationship experience.
• Based in New York or New Jersey.
• Flexible work arrangements, including hybrid options.
• Paid time off, sick time, and holidays.
• Medical, dental, and vision insurance.
• FSA, HRA, and/or HSA options.
• Employer 401(k) contribution.
• CPA licensure support and incentives.
• Employee wellness programs.
• Professional development and clear career growth.
• Volunteer and community involvement opportunities.