Senior Tax Consultant

1 week ago


Melville, New York, United States Lion Search Group Full time

Lion Search Group is in search of a dedicated Taxation Strategy Manager to enhance our wealth management services. This role is pivotal in managing tax planning and compliance for affluent individuals and their families.

Key Responsibilities:

  • Oversee the accuracy of individual, fiduciary, gift, and business tax returns prepared by junior staff and seniors.
  • Lead tax and consulting projects, developing skills to identify client needs and explore tax planning opportunities.
  • Conduct reviews of quarterly and year-end tax projections.
  • Collaborate with partners and client engagement teams to devise effective tax strategies.
  • Mentor, train, and supervise staff in conjunction with the management team.
  • Engage directly with clients and their advisors to collect necessary information for tax return preparation.
  • Maintain ongoing communication with clients post-engagement to ensure high-quality service and foster long-term relationships.

Qualifications:

  • 5-7+ years of substantial tax experience within a tax advisory or CPA firm.
  • In-depth knowledge of tax planning strategies and compliance across various individual tax areas, including income, gift, and estate tax.
  • Demonstrated leadership, training, and mentoring capabilities, alongside strong verbal, written, and presentation skills.
  • Exceptional analytical, organizational, and project management skills, with a keen attention to detail.


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