Tax Manager/Senior Manager

1 month ago

New York, United States The Execu|Search Group Full time

A professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the Tax Manager / Senior Manager will be responsible overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.

Responsibilities:

The Tax Manager / Senior Manager will:

  • Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
  • Provide training and supervision to staff members, including reviewing and evaluating their work.
  • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
  • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
  • Perform other duties, as needed
Qualifications:
  • 5+ years of Tax Compliance experience with a specialization in Individual, Fiduciary, Estate and Gift Taxation
  • Recent Public Accounting experience
  • CPA or IRS Enrolled Agent Certification required
  • Comprehensive knowledge of Hedge Fund K-1 treatment
  • Working understanding of Trusts, Estates, Gifts, and Charitable Entities

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