Tax Supervisor

2 days ago


New York, New York, United States Diamond Tax Recruiting Full time
About the Position

We are seeking a highly skilled and motivated Tax Supervisor to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships.

Responsibilities
  • Manage client relationships and oversee tax compliance for high-net-worth clients and family offices.
  • Prepare and review complex tax return filings for individuals, family investment partnerships, trusts, gift, and estate tax returns.
  • Provide personalized tax planning and advisory services to clients, understanding their financial goals and objectives.
  • Ensure compliance with federal, state, and local tax laws and regulations.
  • Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
  • Develop and implement comprehensive tax strategies to optimize clients' financial positions.
  • Supervise and mentor junior staff, providing technical guidance and fostering professional development.
  • Collaborate with partners and senior management to develop and implement training programs for staff members.
  • Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
Qualifications
  • Bachelor's degree in accounting, finance, or related field; CPA certification preferred.
  • 4+ years of experience in tax compliance and advisory services for high-net-worth individuals and families.
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Excellent analytical and problem-solving skills.
  • Exceptional client relationship management abilities.
  • Proficiency in tax software and Microsoft Office Suite.
  • Strong leadership and team management skills.
Compensation
  • Competitive annual salary in the range of $115,000 to $142,000 based on the individual's experience level.

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