Senior Tax Manager / Director
We are seeking an experienced Senior Tax Manager/Director to join our clients mid-sized CPA firm in Manhattan. The ideal candidate will provide sophisticated tax planning and compliance services to high-net-worth individuals and their related entities while leading engagement teams and contributing to the firm's strategic growth.
Primary Responsibilities
- Lead complex tax engagements for high-net-worth individuals, their families, and related business entities, including partnerships, corporations, and trusts
- Develop and implement comprehensive tax planning strategies for clients with sophisticated financial portfolios, including investment partnerships, real estate holdings, and closely-held businesses
- Oversee multiple engagement teams simultaneously, ensuring quality control and timely delivery of deliverables
- Serve as a key point of contact for high-profile clients, their family offices, and their advisors
- Direct tax research on complex issues and author technical memoranda
- Lead the review process for complex tax returns, including Forms 1040, 1065, 1120, 1120S, and 706
- Identify and implement tax-saving opportunities through sophisticated tax planning techniques
- Mentor and develop managers and staff, providing technical guidance and career development support
- Contribute to practice development initiatives and maintain strong client relationships
- Participate in firm management decisions and strategic planning
Required Qualifications
- 8+ years of public accounting experience with significant focus on high-net-worth individual taxation
- CPA license and Master's degree in Taxation or equivalent
- Comprehensive knowledge of individual, partnership, corporate, trust, and estate taxation
- Strong technical experience with:
- Complex investment partnerships and alternative investments
- Real estate partnerships and Section 1031 exchanges
- Estate and gift tax planning
- Multi-state taxation issues
- International tax planning and compliance
- Family office structures and private foundations
Technical Expertise
- Advanced knowledge of tax research platforms (RIA Checkpoint, CCH IntelliConnect, BNA)
- Proficiency with tax preparation software (GoSystem, UltraTax, ProSystem fx Tax)
- Experience with tax provision calculations and analysis
- Strong understanding of tax technology and workflow optimization tools
Leadership & Communication Skills
- Exceptional client relationship management abilities
- Outstanding written and verbal communication skills
- Proven ability to explain complex tax concepts to non-tax professionals
- Strong presentation skills for client meetings and internal training
- Demonstrated success in mentoring and developing staff
- History of contributing to practice growth and client base expansion
Business Development
- Track record of identifying and securing new business opportunities
- Experience in proposal development and pitch presentations
- Ability to expand existing client relationships through cross-selling opportunities
- Network within the high-net-worth and family office community
Management Responsibilities
- Direct and develop a team of tax professionals
- Participate in staff evaluations and career development planning
- Contribute to department budgeting and resource allocation
- Assist in establishing and implementing firm policies and procedures
- Collaborate with other practice areas to ensure integrated client service
Compensation & Benefits
- Competitive base salary commensurate with experience level
- Partnership track potential
- Comprehensive benefits package including:
- Premium health, dental, and vision insurance
- 401(k) with substantial employer match
- Generous PTO policy
- Professional development allowance
- Hybrid work schedule
Work Environment
- Collaborative, professional atmosphere in Midtown Manhattan
- Hybrid work arrangement available
- Modern technology infrastructure
- Emphasis on work-life balance outside of peak tax seasons
The ideal candidate will combine technical expertise with strong leadership abilities and business acumen. They will be expected to play a key role in the firm's growth while maintaining the highest standards of client service and professional development.
Manhattan, New York
Up to £0.00 per annum
