Senior Private Client Tax Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-08
Listing for:
Insite US
Full Time
position Listed on 2026-02-08
Job specializations:
-
Finance & Banking
-
Management
Job Description & How to Apply Below
Job Title:
Senior Manager, Private Client Services
Location:
Manhattan, NY
My Client, a global Consultancy group are looking to hire a Private Client Tax Director to join to growth.
Job Description:
My Client is seeking an experienced Tax Senior Manager specializing in Private Client services to join our dynamic team. As a Tax Senior Manager, you will play a pivotal role in advising high-net-worth individuals, families, and private clients on various tax matters. You will be responsible for providing strategic tax planning, compliance, and consulting services, ensuring adherence to regulatory requirements and maximizing tax efficiencies for our clients.
Key Responsibilities:
- Lead and manage a team to deliver high-quality tax services to private clients
- Provide expert advice on complex tax matters, including estate planning, wealth transfer, and charitable giving
- Develop and implement tax strategies tailored to individual client needs
- Review and oversee tax compliance, including preparation and review of individual, trust, and estate tax returns
- Build and maintain strong client relationships, serving as a trusted advisor
- Keep abreast of tax laws and industry trends to provide proactive guidance to clients
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field; CPA or JD/LLM preferred
- Must currently be working in a CPA Firm
- Strong knowledge of federal, state, and local tax laws related to individuals, trusts, and estates
- Proven leadership and managerial skills with the ability to mentor and develop team members
- Exceptional communication and interpersonal skills to effectively liaise with clients and internal stakeholders
- Detail-oriented with strong analytical and problem-solving abilities
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Professional development opportunities and continued education support.
- A collaborative and inclusive work environment.
Position Requirements
10+ Years
work experience
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