UHNW Private Client Tax Senior Manager — Hybrid NYC

Insite US; Stamford (CT); Híbrido; USD 180.000 - 240.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

Comprehensive benefits

Generous PTO

Descripción de la vacante

Insite US is seeking a Tax Senior Manager for its Private Client Services practice in New York. The role focuses on advising ultra-high-net-worth individuals and Family Offices on personal wealth, trusts, and related entities.

You will own significant client relationships, lead complex engagements, and collaborate with Partners on technical and strategic needs, with a path toward Director and Partner roles. Hybrid work arrangement offered.

Formación

• 8+ years of tax experience in public accounting.
• Active CPA licence is required.
• Experience with high-net-worth or family office clients.
• Strong knowledge of individual, trust, partnership tax rules.
• Experience managing complex client relationships.

Responsabilidades

• Lead complex private client tax engagements from planning through completion.
• Review sophisticated individual, trust, partnership, and S corporation tax returns.
• Oversee tax planning and compliance across related entities and family structures.
• Research federal and state tax matters.
• Develop and manage client relationships with Partners and UHNW clients.

Conocimientos

8+ years tax experience

CPA licence

UHNW / Family Office taxation

Tax planning & advisory

Private client relationships

Educación

Bachelor's degree in Accounting

Herramientas

ProSystem

GoSystem

CCH Engagement

Descripción del empleo

Insite US is seeking a Tax Senior Manager for its Private Client Services practice in New York. The role focuses on advising ultra-high-net-worth individuals and Family Offices on personal wealth, trusts, and related entities.

You will own significant client relationships, lead complex engagements, and collaborate with Partners on technical and strategic needs, with a path toward Director and Partner roles. Hybrid work arrangement offered.