Financial Services Tax Manager

3 weeks ago


New York, New York, United States Tandym Group Full time
Tax Advisory Expert

The Tandym Group is seeking an experienced Tax Manager / Senior Manager to join their Private Client Services (PCS) team in New York City. This role involves overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on clients in the financial services sector.

About the Role:

This is a senior-level position that requires a strong background in Tax Compliance, specifically in Individual, Fiduciary, Estate and Gift Taxation. The ideal candidate will have recent Public Accounting experience and comprehensive knowledge of Hedge Fund K-1 treatment.

Key Responsibilities:
  • Provide expert tax advice to clients and deliver innovative tax planning, consulting, and compliance solutions.
  • Lead and supervise staff members to ensure quality service delivery.
  • Identify new business opportunities and participate in client/potential client seminars to expand the firm's network.
  • Stay current on changes in tax laws, regulations, and accounting standards.
Estimated Salary: $180,000 - $240,000 per year

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