Our client is a public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office.
Responsibilities
- Act as the primary point of contact for high-net-worth individuals and partnership clients
- Cultivate and maintain strong, long-term client relationships
- Deliver strategic tax planning and consulting services, providing proactive advice on financial decisions
- Respond to client inquiries and provide comprehensive support for their financial goals
- Research tax issues and stay updated on changes in laws and regulations to ensure compliance and identify opportunities
- Oversee and review the preparation of federal, state, and local tax returns for individuals, partnerships, and trusts
- Verify accuracy and compliance of all tax filings
- Prepare tax projections and extensions to support client financial decisions
- Lead, mentor, and train a team of tax professionals, supervising junior staff and interns
- Manage multiple engagements, delegating tasks and reviewing work to ensure deadlines, quality, and accuracy are met
Requirements
- Bachelor’s degree in accounting or related field, or Master’s of Taxation
- Experience in public accounting, specifically with HNWI and partnerships
- Strong analytical and problem-solving skills
- Proficient with tax software and tax research databases
- Excellent written and verbal communication skills
- CPA preferred
Job ID # 47597
