Tax Manager, Financial Services

Abacus Group; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Abacus Group seeks a Tax Manager for their Manhattan, NY office to lead complex planning, review high-net-worth returns, and guide staff. You’ll collaborate with clients and internal teams to ensure precise tax compliance and strategic planning across individuals, trusts, and estates.

The role demands 7+ years in public accounting, strong knowledge of foreign reporting, and proficiency with tax research tools. Hybrid work arrangement is supported.

Qualifications

• Bachelor’s degree in Accounting from an accredited college/university is required.
• 7+ years of progressive tax experience in public accounting, focusing on high-net-worth individuals or private client services.
• Strong knowledge of foreign reporting requirements and pass-through taxation concepts.
• Expertise in individual, trust, estate, and gift taxation with attention to accuracy.

Responsibilities

• Collaborate with clients to deliver tailored tax planning, consulting, and compliance solutions.
• Review complex tax returns and communicate with high-net-worth individuals and related entities.
• Cultivate relationships with clients, internal teams, and external providers to ensure quality service.
• Prepare and analyze tax planning strategies for individuals, partnerships, trusts, and estates.
• Evaluate staff-prepared returns and supervise training and performance feedback.
• Research federal and state tax developments to inform client strategies and compliance.

Skills

Tax planning

Client communication

Team leadership

Tax research

Tax compliance

Education

Bachelor's degree in Accounting

Tools

ProSystems FX

MS Office Suite

CCH/BNA/RIA

Job description

Our client is a public accounting firm. They seek a Tax Manager to join their Manhattan, NY office.

Responsibilities

• Collaborate with clients to deliver tailored tax planning, consulting, and compliance solutions
• Review complex tax returns and maintain ongoing communication with high-net-worth individuals and related entities
• Cultivate relationships with clients, internal teams, and external service providers to support quality service delivery
• Prepare and analyze tax planning strategies for individuals, partnerships, hedge fund K-1s, trusts, estates, gifts, and charitable entities
• Evaluate staff-prepared tax returns and workpapers to ensure accuracy and compliance
• Guide team members through training, supervision, and performance feedback
• Research federal and state tax developments to identify impacts on client strategies and compliance requirements

Requirements

• Bachelor’s degree in Accounting from an accredited college/university required
• 7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services
• Working knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBAR
• General understanding of pass-through entity taxation at both the individual and entity level
• Strong technical expertise in individual, trust, estate, and gift taxation
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)
• Knowledge of ProSystems FX preferred

Job ID #48398

Tagged as: Hybrid Remote/Office