Tax Senior Manager, Private Client Services Lead

Madison-Davis, LLC; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Madison-Davis, LLC in New York, NY, is seeking a Tax Senior Manager to lead tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, partnerships, and closely held businesses.

The role emphasizes client relationship management, mentoring staff, and delivering timely, accurate results across complex tax issues, with significant leadership opportunity in a growing Private Client Services practice.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA required.
• 8+ years of public accounting tax experience.
• Strong experience with individual, trust, partnership, and S corporation taxation.
• High-net-worth client experience preferred.
• Strong technical tax research capabilities.
• Experience managing client relationships and staff.
• Excellent communication and presentation skills.
• Ability to manage multiple engagements and deadlines.
• Experience with tax preparation and workflow software.

Responsibilities

• Review complex individual, trust, partnership, and S corporation tax returns.
• Provide tax planning and advisory services to high-net-worth individuals, families, and closely held businesses.
• Respond to tax notices and assist with resolving client tax matters.
• Conduct tax research and provide recommendations on complex tax issues.
• Serve as the primary point of contact for client engagements and maintain strong client relationships.
• Manage multiple client engagements and ensure timely delivery of services.
• Supervise, mentor, and develop tax professionals.
• Review work prepared by staff and provide technical guidance.
• Prepare engagement budgets, billing, and project management activities.
• Stay current on tax legislation and industry developments impacting clients.
• Support business development and practice growth initiatives.

Skills

Client relationships

Mentoring staff

Communication skills

Tax research

Education

Bachelor's degree in Accounting

Job description

Madison-Davis, LLC in New York, NY, is seeking a Tax Senior Manager to lead tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, partnerships, and closely held businesses.

The role emphasizes client relationship management, mentoring staff, and delivering timely, accurate results across complex tax issues, with significant leadership opportunity in a growing Private Client Services practice.