Senior Tax Manager / Director

We are seeking an experienced Senior Tax Manager/Director to join our clients mid-sized CPA firm in Manhattan. The ideal candidate will provide sophisticated tax planning and compliance services to high-net-worth individuals and their related entities while leading engagement teams and contributing to the firm's strategic growth.Primary ResponsibilitiesLead complex tax engagements for high-net-worth individuals, their families, and related business entities, including partnerships, corporations, and trustsDevelop and implement comprehensive tax planning strategies for clients with sophisticated financial portfolios, including investment partnerships, real estate holdings, and closely-held businessesOversee multiple engagement teams simultaneously, ensuring quality control and timely delivery of deliverablesServe as a key point of contact for high-profile clients, their family offices, and their advisorsDirect tax research on complex issues and author technical memorandaLead the review process for complex tax returns, including Forms 1040, 1065, 1120, 1120S, and 706Identify and implement tax-saving opportunities through sophisticated tax planning techniquesMentor and develop managers and staff, providing technical guidance and career development supportContribute to practice development initiatives and maintain strong client relationshipsParticipate in firm management decisions and strategic planningRequired Qualifications8+ years of public accounting experience with significant focus on high-net-worth individual taxationCPA license and Master's degree in Taxation or equivalentComprehensive knowledge of individual, partnership, corporate, trust, and estate taxationStrong technical experience with: Complex investment partnerships and alternative investmentsReal estate partnerships and Section 1031 exchangesEstate and gift tax planningMulti-state taxation issuesInternational tax planning and complianceFamily office structures and private foundationsTechnical ExpertiseAdvanced knowledge of tax research platforms (RIA Checkpoint, CCH IntelliConnect, BNA)Proficiency with tax preparation software (GoSystem, UltraTax, ProSystem fx Tax)Experience with tax provision calculations and analysisStrong understanding of tax technology and workflow optimization toolsLeadership & Communication SkillsExceptional client relationship management abilitiesOutstanding written and verbal communication skillsProven ability to explain complex tax concepts to non-tax professionalsStrong presentation skills for client meetings and internal trainingDemonstrated success in mentoring and developing staffHistory of contributing to practice growth and client base expansionBusiness DevelopmentTrack record of identifying and securing new business opportunitiesExperience in proposal development and pitch presentationsAbility to expand existing client relationships through cross-selling opportunitiesNetwork within the high-net-worth and family office communityManagement ResponsibilitiesDirect and develop a team of tax professionalsParticipate in staff evaluations and career development planningContribute to department budgeting and resource allocationAssist in establishing and implementing firm policies and proceduresCollaborate with other practice areas to ensure integrated client serviceCompensation & BenefitsCompetitive base salary commensurate with experience levelPartnership track potentialComprehensive benefits package including: Premium health, dental, and vision insurance401(k) with substantial employer matchGenerous PTO policyProfessional development allowanceHybrid work scheduleWork EnvironmentCollaborative, professional atmosphere in Midtown ManhattanHybrid work arrangement availableModern technology infrastructureEmphasis on work-life balance outside of peak tax seasonsThe ideal candidate will combine technical expertise with strong leadership abilities and business acumen. They will be expected to play a key role in the firm's growth while maintaining the highest standards of client service and professional development.

Created: 2025-01-09