Tax Manager HNW (2days Park Ave)

Swell Recruit LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus eligibility

Comprehensive benefits package

Job summary

A boutique accounting firm in Midtown Manhattan is searching for a Tax Manager to oversee complex tax matters for high net worth individuals. The ideal candidate will have over 5 years of experience in public accounting and demonstrate leadership skills while engaging directly with clients. Responsibilities include reviewing tax returns, mentoring staff, and contributing to diverse tax issues. Competitive salary, annual bonus eligibility, and comprehensive benefits await the successful candidate in this dynamic and collaborative environment.

Qualifications

• 5+ years in public accounting, especially with high net worth individuals.
• Experience supervising, training, and mentoring staff.
• Ability to work independently and in teams.

Responsibilities

• Review complex tax returns for high net worth individuals.
• Lead project and engagement management.
• Train and mentor tax associates.

Skills

Leadership skills

Technical skills

Communication skills

Time management

Research abilities

Education

Bachelor's degree in accounting

Master's in taxation

Job description

About the job Tax Manager HNW (2days Park Ave)

Midtown Manhattan, NYC (Near Park Ave/57th St.)

We are athriving boutique accounting firm located on Park Avenue in Midtown Manhattan. We are seeking a dedicated and experienced Tax Manager with over 5 years of public accounting expertise, specifically servicing high net worth individual clients. As a rapidly growing firm, we provide a unique opportunity for professionals with leadership skills and long-term growth goals.

Overview

Join a growing boutique accounting firm on Park Avenue in Midtown Manhattan as a Tax Manager servicing high net worth individuals and families. This role emphasizes leadership, client service, and a broad exposure to diverse tax matters.

Responsibilities

• Review complex tax returns for high net worth individuals, trusts, and estates.
• Lead project and engagement management.
• Train and mentor tax associates; maintain primary client contact throughout the year.
• Engage in diverse tax matters and collaborate with partners using strong research tools.

Qualifications

• Education: Bachelors degree in accounting from a reputable program (masters in taxation is a plus).
• Experience: 5+ years in a CPA firm.
• Leadership: Experience supervising, training, mentoring staff, and participating in performance reviews.
• Technical Skills: Excellent technical and research abilities.
• Communication: Strong interpersonal and written communication skills for addressing tax notices.
• Time Management: Strong prioritization and time management capabilities.
• Independence: Ability to work independently as well as in a team environment.

Compensation and Benefits

• Competitive salary (commensurate with experience).
• Eligibility for an annual bonus.
• Comprehensive benefits package including medical, dental, vision, 401(k), profit sharing, tuition reimbursement, and paid time off.

Collaborative and Dynamic Environment

Join us for an exciting opportunity to contribute to a growing firm and advance your career in a collaborative and dynamic environment. We invite you to seize the opportunity to:

• Diverse Client Exposure: Work on clients spanning a wide spectrum of industries, gaining valuable insights across various business sectors.
• End-to-End Engagement Participation: Engage in all facets of an engagement, from inception to completion.
• Direct Learning from Experts: Learn directly from seasoned partners and senior staff.
• Client Interaction and Responsibility: Interact directly with clients to understand needs and contribute to their success.
• Professional Development: Evolve into a well-rounded professional by tackling diverse accounting issues.
• Involvement in High-Level Matters: Contribute to high-level matters that showcase your skills.

Advance Your Career: advancement is based on merit and excellence, ensuring dedication and outstanding performance are recognized and rewarded.