Tax Professional Lead
1 week ago
We are seeking a seasoned Tax Professional to lead our high net worth clients in New York City. The ideal candidate will have extensive experience in tax consulting for affluent families and businesses, with a strong analytical skill set to diagnose, develop, and implement tailored solutions.
About the RoleThis position provides an opportunity to join The Greene Group, a prominent public accounting firm, and contribute to the growth of our tax practice. As a Tax Professional Lead, you will be responsible for providing compliance and advisory services to high net worth individuals and their private businesses and/or investment entities, as well as family offices.
Responsibilities- Lead tax consulting engagements for high net worth clients, including trust, estate, gift, charity, flow-through entities, and partnership taxation
- Develop and implement creative approaches to resolve client issues with the support of the firm
- Manage a book of business and support financial growth efforts
- Review tax returns for wealthy family members and their trusts, investment entities, and private businesses, with exposure to corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers
- Bachelor's degree in Accounting or Finance
- CPA License or JD required
- 12+ years continuous public accounting or family office tax experience
- Strong experience working with high net worth clients and managing complex tax matters
- Excellent analytical and problem-solving skills, with the ability to communicate complex ideas effectively
The estimated salary for this role is $175,000 - $225,000 per year, depending on experience. The Greene Group offers a competitive compensation package, including benefits and opportunities for professional growth and development.
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