Tax Manager

1 month ago


Melville, United States Lion Search Group Full time

Top Long Island wealth management/multi-family office is seeking a Tax Manager to join their team as a result of growth The position will primarily be responsible to overseeing tax planning and compliance functions for high net-worth individuals and their families.


Responsibilities:

  • Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy
  • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
  • Review quarterly and year-end tax projections
  • Strategize with partners and the client engagement teams on tax planning
  • Work closely with the management team to mentor, train, and supervise staff
  • Works directly with clients and their advisors to gather information needed to prepare tax returns
  • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work


Qualifications:


  • 5-7+ years of relevant tax experience in a tax advisory or CPA firm
  • Strong knowledge of tax planning strategies and compliance in all areas of individual tax including but not limited to income tax, gift tax, and trust and estate tax matters
  • Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client’s management
  • Excellent analytical, organizational, project management skills, and strong attention to detail


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