Tax Manager

We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team.

About the Role

This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team.

Responsibilities

• Review complex individual income tax returns, including multi-state filings
• Oversee and review gift, trust, partnership, corporate, and private foundation tax returns
• Prepare and review quarterly tax projections, estimated tax calculations, and extensions
• Advise high-net-worth individuals and families on tax planning opportunities and financial matters
• Conduct tax research and develop solutions for complex tax issuesli>
• Assist clients with tax notices, audits, and regulatory matters
• Support foreign tax reporting and compliance requirements
• Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team
• Participate in special projects, including forensic accounting and matrimonial analyses
• Develop and maintain long-term client relationships while delivering an exceptional client experience

Qualifications

• 7+ years of high-net-worth tax preparation and review experience

Required Skills

• Strong experience with complex individual, trust, gift, partnership, and entity taxation
• Advanced tax planning and technical research capabilities
• Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent communication and relationship-management skills
• Ability to thrive in a fast-paced, client-focused environment

Preferred Skills

• Busy Season Hours: Approximately 45 hours per week.
• Emphasis on maintaining reasonable non-billable hour expectations.
• Non-busy season 40 hours per week

Pay range and compensation package

• Base Salary: $200,000 - $220,000 + 10-20% Bonus
• Medical, dental, and vision coverage starting on day one
• 401(k) with employer match
• Flexible PTO
• Parental leave
• Professional development and continuing education support
• Community engagement and volunteer opportunities

Equal Opportunity Statement

We are committed to diversity and inclusivity.