Tax Manager

Brewer Morris; New York (NY); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Flexible PTO

Parental leave

Professional development and CE

Job summary

Brewer Morris is seeking a Tax Family Office Senior Associate (Tax Manager) in New York to join its High Net Worth & Family Office Services team. The role blends tax compliance, planning, financial administration, and client advisory for affluent individuals and families.

The ideal candidate has 5–7 years of high‑net‑worth tax experience, a CPA preferred, and proficiency with CCH Axcess Tax and QuickBooks. Expect collaborative work with attorneys and advisors in a client‑centric 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 setting.
• 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 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.

Education

Bachelor's in Accounting

Master's in Taxation (preferred)

Tools

CCH Axcess Tax

QuickBooks (Desktop & Online)

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

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
• Community engagement and volunteer opportunities

If you're a high-net-worth tax professional looking to take the next step in your career with a premier wealth management platform, I'd love to connect.