Tax Manager: HNW/UHNW or Partnerships — Remote

Leoforce; New York (NY); Remote; USD 130,000 - 175,000; Full time

Benefits offered by this job

100% Remote

Excellent work-life balance

401(k)/profit sharing

Paid holidays and PTO

Continuing education and professional

Professional dues and license renewals

Job summary

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

Qualifications

• 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.

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

Skills

Communication skills

Client relationship skills

Education

Bachelor's degree in Accounting/Finance or related field

CPA preferred

Job description

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