Tax Strategy Lead — Funds & Client Engagement

Yeah! Global; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading tax advisory firm in New York is seeking a Tax Manager to oversee U.S. tax compliance for various investment partnerships. The role involves reviewing tax returns, providing strategic tax advice, and ensuring effective team management and client communications. The ideal candidate has over 5 years of experience in U.S. taxation, strong leadership abilities, and proficiency in compliance software. This position offers opportunities to develop client relationships and influence tax strategy.

Qualifications

• 5+ years of experience in U.S. taxation with an international accounting firm.
• Proven experience in managing project workflows, budgets, and client relationships.
• Demonstrated leadership skills and ability to mentor junior team members.

Responsibilities

• Review U.S. tax returns for investment partnerships and related filings.
• Prepare presentations for marketing U.S. tax services.
• Manage day-to-day client communications and tax team operations.

Skills

U.S. tax compliance expertise

Client relationship management

Project management

Coaching and mentoring

Communication skills

Education

Bachelor's degree in accounting/taxation or law degree

Qualification as a U.S. Certified Public Accountant or IRS Enrolled Agent

Tools

Tax compliance software

Microsoft Office applications

Job description

A leading tax advisory firm in New York is seeking a Tax Manager to oversee U.S. tax compliance for various investment partnerships. The role involves reviewing tax returns, providing strategic tax advice, and ensuring effective team management and client communications. The ideal candidate has over 5 years of experience in U.S. taxation, strong leadership abilities, and proficiency in compliance software. This position offers opportunities to develop client relationships and influence tax strategy.