Tax Manager - HNW/UHNW or Partnerships

Leoforce; New York (NY); A distancia; USD 130.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

100% Remote

Excellent work-life balance

401(k)/profit sharing

Paid holidays and PTO

Continuing education and professional

Professional dues and license renewals

Descripción de la vacante

Leoforce is seeking a Tax Manager with solid public accounting experience in HNW/UHNW individual taxation, partnership taxation, or both. The role offers 100% remote work and a healthy work-life balance, with complex client engagements and opportunities to mentor junior staff.

You will manage engagements from planning through completion, handle multi-state tax issues, and provide planning and compliance services to sophisticated clients, collaborating with partners and senior professionals in a

Formación

• Bachelor's degree in Accounting, Finance or related field.
• 6+ years of public accounting tax experience.
• Experience with HNW/UHNW or partnership taxation.
• Experience with complex tax returns and multi-state taxation.
• CPA preferred.
• Strong communication and client relationship skills.

Responsabilidades

• Manage tax engagements from planning through completion
• Prepare and/or review complex individual, partnership and business tax returns
• Provide tax planning and compliance services to sophisticated clients
• Work with HNW/UHNW individuals, families and/or partnership and investment entities
• Research and resolve federal and state tax issues
• Assist with complex tax planning and entity structuring
• Review work prepared by Senior and Staff Tax Accountants
• Provide technical guidance and mentorship to junior professionals
• Manage client deadlines, budgets and deliverables
• Communicate directly with clients regarding tax matters and planning opportunities
• Work closely with Partners on complex client engagements
• Identify opportunities to improve processes and deliver a high level of client service

Conocimientos

Communication skills

Client relationship skills

Educación

Bachelor's degree in Accounting/Finance or related field

CPA preferred

Descripción del empleo

Tax Manager - HNW/UHNW or Partnerships

New York,NY, US

6969232

2 days ago

Job Details

Experience: Manager
Salary: $130,000 - $175,000 per year

We are seeking a Tax Manager with strong public accounting experience in either HNW/UHNW individual taxation, partnership taxation, or both.

This is an excellent opportunity for a Tax Manager who enjoys technically challenging work and meaningful client interaction but is looking for a healthier, more sustainable public accounting environment.

Responsibilities

• Manage tax engagements from planning through completion
• Prepare and/or review complex individual, partnership and business tax returns
• Provide tax planning and compliance services to sophisticated clients
• Work with HNW/UHNW individuals, families and/or partnership and investment entities
• Research and resolve federal and state tax issues
• Assist with complex tax planning and entity structuring
• Review work prepared by Senior and Staff Tax Accountants
• Provide technical guidance and mentorship to junior professionals
• Manage client deadlines, budgets and deliverables
• Communicate directly with clients regarding tax matters and planning opportunities
• Work closely with Partners on complex client engagements
• Identify opportunities to improve processes and deliver a high level of client service

What We're Looking For

• Bachelor's degree in Accounting, Finance or related field
• 6+ years of public accounting tax experience
• Strong experience in either:
  • HNW/UHNW individual taxation, or
  • Partnership taxation
• Experience with complex tax returns and multi-state taxation
• Strong technical tax research and analytical abilitiesExcellent communication and client relationship skills
• Experience reviewing work and mentoring junior professionals
• CPA preferred

If you're ready for the next step in your tax career-but don't want that next step to mean giving up your life outside of work-this could be the opportunity you've been looking for.

About Us

Our client is a well-established, full-service public accounting and advisory firm serving sophisticated clients across the U.S. and internationally.

The firm's expertise spans tax, audit & attest, family office, business advisory, estate and gift tax, and specialized services for alternative investments. Its clients include high-net-worth and ultra-high-net-worth individuals and families, private equity and venture capital firms, real estate organizations, hedge funds, broker-dealers, investment advisers and closely held businesses.

The firm offers the complexity and sophistication of a larger public accounting environment while maintaining a collaborative, relationship-focused culture.

If you are a Tax Manager with client facing skills, then please read on...

Why join us?

This is an opportunity for a Tax Manager who wants interesting clients, meaningful responsibility and an actual life outside of tax season.

• 100% Remote
• Excellent work-life balance
• 40 hours or less during non-busy season
• Busy season is concentrated, with the heaviest week typically occurring during the two weeks before filing deadlines
• Sophisticated HNW/UHNW, partnership and alternative-investment clients
• Collaborative environment with direct access to Partners and experienced tax professionals
• Opportunity to mentor and develop staff while continuing to grow technically
• Premium benefits package including medical, dental and vision insurance
• 401(k)/profit sharing
• Paid holidays and PTO
• Continuing education and professional development support
• Professional dues and license renewals
• Strong emphasis on flexibility, collaboration and long-term career development

The firm's culture is built around being collaborative, communicative, flexible and people-focused, with a stated commitment to helping professionals build careers rather than simply jobs.

#accounting-finance #cpa #tax #high-net-worth #partnerships #hnw #tier4