UHNW Private Client Tax Manager & Trusted Advisor

Talnt; New York (NY); On-site; USD 150,000 - 165,000; Full time

Job summary

Talnt in the United States is seeking a Tax Manager to join its Private Client Services practice. You will advise high-net-worth individuals, families, trusts, and estates on year-round tax planning and wealth strategies, going beyond the traditional filing cycle.

You will work with senior professionals across advisory platforms, manage engagements, mentor staff, and cultivate long-term client relationships with attorneys and wealth advisors.

Qualifications

• 6+ years of progressive public accounting tax experience.
• Current Tax Manager, experienced Senior Tax Manager, or equivalent private client tax experience
• CPA required; advanced tax degree is a plus
• Significant experience serving high-net-worth and ultra-high-net-worth individuals and families
• Strong individual and fiduciary tax experience
• Experience with trusts, estates, and gift taxation
• Strong understanding of pass-through entities and closely held businesses as they relate to individual owners
• Experience providing tax planning and advisory services beyond annual compliance
• Ability to independently manage sophisticated client relationships
• Strong technical research and problem-solving skills
• Experience reviewing complex returns and developing junior professionals
• Ability to communicate confidently with clients, attorneys, wealth advisors, and other professional advisors

Responsibilities

• Manage complex tax engagements for high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and closely held businesses
• Review complex individual, fiduciary, gift, estate, partnership, and related tax returns
• Develop and execute year-round tax planning strategies for private clients
• Advise clients on income tax planning, wealth transfer, gifting, trusts, estate considerations, and closely held business matters
• Work with clients whose financial lives span operating businesses, investment entities, real estate, trusts, and other complex structures
• Serve as a primary day-to-day advisor and build long-term relationships with clients and their families
• Coordinate with attorneys, wealth advisors, investment professionals, and other outside advisors on integrated client matters
• Research complex tax issues and translate technical guidance into practical recommendations
• Manage engagement scope, budgets, staffing, deadlines, and overall delivery
• Review work and provide technical direction to Seniors and Staff
• Mentor and develop junior professionals within the Private Client Services practice
• Identify additional planning and advisory opportunities within existing client relationships
• Collaborate across tax and advisory teams to provide clients with broader firm resources

Skills

Tax planning

High-net-worth experience

Client relationship mgmt

Pass-through entities

Education

CPA

Advanced tax degree

Job description

Talnt in the United States is seeking a Tax Manager to join its Private Client Services practice. You will advise high-net-worth individuals, families, trusts, and estates on year-round tax planning and wealth strategies, going beyond the traditional filing cycle.

You will work with senior professionals across advisory platforms, manage engagements, mentor staff, and cultivate long-term client relationships with attorneys and wealth advisors.