Tax Manager - Private Client Services

Insite US; New York (NY); Hybrid; USD 145,000 - 175,000; Full time

Benefits offered by this job

Hybrid work model

Medical, dental, and vision insurance

Retirement plan

Paid time off & holidays

Parental leave

Learning & development

Career progression opportunities

Collaborative culture

Job summary

Insite US, a growing national public accounting and advisory firm in New York, is seeking an experienced Tax Manager to lead private client engagements and deliver strategic tax solutions for high-net-worth individuals, family offices, trusts, and privately held businesses.

You will oversee tax planning, compliance, and advisory work from planning through delivery, mentor junior staff, and collaborate with leadership on business development while maintaining exceptional client service.

Qualifications

• Five+ years in public accounting, with a strong Private Client Services background.
• Experience advising high-net-worth individuals, family offices, trusts, estates, and privately owned businesses.
• CPA or Enrolled Agent (EA) certification.
• Strong knowledge of federal and state tax compliance and planning.
• Proficient with professional tax software such as CCH Axcess.

Responsibilities

• Oversee private client tax compliance and advisory engagements from planning through completion.
• Lead engagements, ensuring on-time delivery and adherence to budget.
• Mentor Tax Seniors and Associates; develop junior staff.
• Develop proactive tax-saving opportunities and long-term planning strategies.
• Support clients during IRS/state examinations, notices, and correspondence.
• Collaborate with partners on client presentations and business development initiatives.

Skills

Leadership

Client management

Communication

Mentoring

Education

Bachelor's degree

CPA/EA certification

Tools

CCH Axcess

Job description

Advance Your Career with a Growing Public Accounting Firm

A nationally recognised public accounting and advisory firm is looking for an experienced Tax Manager to join its Private Client Services team. This is an exciting opportunity to work with high-net-worth individuals, family offices, business owners, trusts, estates, and privately held companies, delivering strategic tax solutions and exceptional client service.

If you enjoy leading client engagements, mentoring talented professionals, and providing proactive tax planning, this role offers the opportunity to make a meaningful impact while progressing your career within a collaborative and forward-thinking environment.

The Role

As a Tax Manager, you will oversee a portfolio of private clients, managing tax compliance and advisory engagements from planning through completion. You'll work closely with senior leadership to develop long-term tax strategies while supporting the growth and development of junior team members.

Key Responsibilities

• Manage multiple tax engagements for individuals, closely held businesses, partnerships, corporations, trusts, estates, and family offices.
• Lead engagements from initial planning through final delivery, ensuring projects are completed on time and within budget.
• Review complex federal and state tax returns while providing practical planning strategies tailored to each client's objectives.
• Develop proactive tax-saving opportunities and long-term planning solutions.
• Conduct technical tax research and advise clients on the impact of new legislation and regulatory changes.
• Support clients through IRS and state tax examinations, notices, and correspondence.
• Prepare and review quarterly tax projections and year-end planning strategies.
• Build and maintain trusted relationships by delivering responsive, high-quality client service.
• Supervise, mentor, and develop Tax Seniors, Associates, and junior staff through coaching and technical guidance.
• Collaborate with partners on business development initiatives, client presentations, and proposal opportunities.Contribute to improving internal processes and promoting best practices across the tax department.

About You

We're looking for an experienced tax professional who brings both technical expertise and strong leadership skills. Ideallly, you'll have:

• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA or Enrolled Agent (EA) qualification.
• Five or more years of public accounting experience with a strong background in Private Client Services.
• Experience advising high-net-worth individuals, family offices, trusts, estates, and privately owned businesses.
• Strong knowledge of federal and state tax compliance and planning.
• Experience using professional tax software such as CCH Axcess or similar platforms.
• Excellent analytical, organisational, and project management skills.
• Outstanding communication and relationship-building abilities.
• Proven ability to manage multiple client engagements while mentoring and developing team members.

What's on Offer

• Competitive salary ranging from $145,000 to $175,000, depending on experience.
• Performance-based bonus opportunities.
• Hybrid working model with flexibility to support work-life balance.
• Comprehensive medical, dental, and vision insurance.
• Employer-sponsored retirement savings plan.
• Generous paid time off and paid holidays.
• Enhanced parental leave and family-friendly benefits.
• Ongoing learning, technical training, and leadership development programmes.
• Clear opportunities for career progression within a nationally recognised public accounting firm.
• Inclusive, collaborative culture where innovation, professional development, and client success are highly valued.

If you're looking for a leadership role where you can advise sophisticated private clients, develop future talent, and contribute to the continued growth of a respected public accounting firm, we'd welcome your application.