Tax Senior Manager: High Net Worth Client Ownership

Confidential Company; New York (NY); Vor Ort; USD 150.000 - 250.000; Vollzeit

Zusammenfassung

Confidential Company, a well-established regional CPA firm based in Woodbury, NY, seeks a Tax Senior Manager/Tax Manager to join its Private Client Group. This hands-on tax compliance role serves a sophisticated high net worth clientele, with meaningful ownership of client relationships under a Partner and Manager.

The position is four days per week in office, offering direct training, mentorship, and a collaborative team culture designed to develop leadership within the Private Client Service

Qualifikationen

• 7–15 years of public accounting experience focused on individual income tax for high net worth clients.
• Hands-on experience with multi-state returns, brokerage statements, and Schedule K-1s.
• Exposure to fiduciary and business entity return preparation is a plus.
• Proficiency in Lacerte and Excel; comfort working with structured client workbooks.
• Strong verbal and written communication skills; confidence interacting directly with clients.
• CPA preferred; CPA candidates actively pursuing licensure will be considered.
• Collaborative, team-oriented mindset with the ability to thrive in a group setting.

Aufgaben

• Review complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S-corps, and trusts.
• Review fiduciary income tax returns for trusts and estates.
• Support review of business entity returns (partnerships, S-corps, C-corps) as needed.
• Manage client workbooks and engagement documentation in Excel.
• Review returns using the Lacerte tax software platform.
• Communicate directly with clients regarding return preparation, open items, and tax planning matters.
• Collaborate within the Private Client Service group on shared engagements.

Kenntnisse

Public accounting

High net worth tax

Client relations

Lacerte

Excel

Communication

Ausbildung

CPA or CPA candidate

Tools

Lacerte

Excel

Jobbeschreibung

Confidential Company, a well-established regional CPA firm based in Woodbury, NY, seeks a Tax Senior Manager/Tax Manager to join its Private Client Group. This hands-on tax compliance role serves a sophisticated high net worth clientele, with meaningful ownership of client relationships under a Partner and Manager.

The position is four days per week in office, offering direct training, mentorship, and a collaborative team culture designed to develop leadership within the Private Client Service