Tax Leadership Position

4 weeks ago


New York, New York, United States Regional CPA firm Full time
Job Summary

We are seeking a highly experienced Tax Manager to join our team at a Regional CPA firm. As a Tax Manager, you will be responsible for leading multiple client engagements and providing expert tax guidance to high net worth individuals and organizations.

Key Responsibilities
  • Client Engagement Management: Plan and manage multiple client engagements simultaneously, ensuring timely and accurate delivery of tax services.
  • Tax Return Review: Review complex tax returns, including federal and multi-state returns, for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
  • Tax Planning: Strategize with Managing Directors to develop tax planning strategies for clients.
  • Client Guidance: Provide clients with recommendations and guidance on how to achieve their tax goals.
  • Tax Research: Conduct research on tax issues and provide guidance to clients.
Qualifications
  • CPA Certification: Must be a certified public accountant.
  • Public Accounting Experience: 7+ years of experience in public accounting.
  • Supervisory Experience: 3+ years of supervisory experience.
  • HNW Experience: Experience working with high net worth clients.
  • T&E Experience: Experience with trusts & estates.


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