Tax Manager - High Net Worth

Tax Manager/Director - High Net Worth

Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting and advisory services.  This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices.

Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues.

Qualifications:

• Bachelor’s degree in Accounting or Finance


• CPA License or JD required


• 12+ years continuous public accounting or family office tax experience


• Strong experience with high net worth clients (trust, estate, gift charity, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)


• Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required


• Must be able to support financial growth efforts and manage a book of business