Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.
Responsibilities
- Cultivate and maintain strong relationships with high-net-worth clients
- Examine complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates, and gift taxes
- Assess clients’ financial goals, assets, and investment portfolios
- Deliver personalized tax planning and advisory services tailored to individual client needs
- Explain complex tax concepts in a clear and understandable manner to clients
- Analyze clients’ financial situations to identify tax planning opportunities
- Design and implement tax-efficient strategies to minimize clients’ tax liabilities
- Ensure compliance with local, state, and federal tax laws and regulations
- Guide and mentor junior tax staff
- Train, support, and review the work of team members to ensure accuracy and compliance with tax laws
- Monitor changes in tax laws, regulations, and industry trends
- Research specific tax issues and provide recommendations to clients
- Evaluate tax implications of various financial decisions, including investments and estate planning
Requirements
- Bachelor’s degree in Accounting, finance or related field
- 5+ years of experience in tax consulting
- Experience with HNW clients
- Strong knowledge of tax laws, regulations, and compliance requirements
- Exceptional analytical and problem-solving skills
- Excellent communication skills
- Excellent leadership skills
- CPA preferred
Job ID # 47653
