Tax Senior Manager/Partner – High Net Worth – Remote

Advice Personnel; New York (NY); A distancia; USD 170.000 - 200.000; Jornada completa

Descripción de la vacante

A leading VC-Backed accounting and tax platform is seeking a Tax Senior Manager/Partner to oversee the high-net-worth segment. This fully remote role focuses on guiding a team of tax compliance professionals and engaging with clients, especially in relation to stock options and equity compensation. The ideal candidate will have significant CPA firm experience and a strong understanding of partnership taxation.

Formación

• 5-8+ years of HNW Tax experience in CPA firm.
• CPA certification is a major plus.

Responsabilidades

• Oversee tax compliance and reporting for high-net-worth individuals.
• Implement effective tax strategies and planning solutions.
• Advise clients on trusts and estate planning.

Conocimientos

Attention to detail

Organizational skills

Team player

Excellent communication skills

Proactive attitude

Educación

Undergraduate/Master’s degree in Accounting or Tax

Herramientas

Microsoft Office

Descripción del empleo

Tax Senior Manager/Partner – High Net Worth – Remote

Tax Senior Manager/Partner – High Net Worth – Remote

20 hours ago Be among the first 25 applicants

Direct message the job poster from Advice Personnel

Executive Recruiter at Advice Personnel - A&F - New York City

Tax Senior Manager/Partner – High Net Worth – Remote

A VC-Backed, AI-driven accounting and tax platform is seeking a Senior Manager or Partner to lead their HNW segment. The firm partners with Founders and C-Level Executives of VC and PE-backed businesses on everything related to their tax needs. This role will oversee a team of tax compliance professionals, all former Big-4 tax preparers, while focusing primarily on client relations and review. The firm would especially value someone who has prior experience working with stock options, RSUs, and equity compensation.

They operate on a fully remote basis.

Responsibilities:

• Manage and oversee tax compliance and reporting for high-net-worth individuals.
• Develop and implement effective tax strategies and planning solutions.
• Conduct tax research and stay updated on tax regulations and compliance requirements.
• Provide guidance on partnership taxation and structures.
• Collaborate with wealth management teams to align investment strategies with tax efficiencies.
• Develop financial planning strategies that consider risk management and tax implications.
• Advise clients on trusts and estate planning matters to preserve wealth across generations.

Requirements

• Undergraduate/Master’s degree in Accounting or Tax
• 5-8+ years of HNW Tax experience in CPA firm
• CPA is a major plus
• Strong attention to detail and strong organizational skills.
• Proficiency in Microsoft Office (Word, Excel, as well as PowerPoint).
• Team player and collaborator; excellent communications skills.
• Must be motivated, organized, flexible and proactive.

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to: [e-mail]

If you are not interested in this specific opportunity, but know of someone who might be, please share this ad with that individual. Referrals are always greatly appreciated.

Advice Personnel

*Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting, Venture Capital and Private Equity Principals, and Financial Services

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