Tax Manager - HNW​/UHNW or Partnerships

New York,NY, US

Experience: Manager

Salary: $130,000 - $175,000 per year

We are seeking a Tax Manager with strong public accounting experience in either HNW/UHNW individual taxation, partnership taxation, or both.

This is an excellent opportunity for a Tax Manager who enjoys technically challenging work and meaningful client interaction but is looking for a healthier, more sustainable public accounting environment.

• Manage tax engagements from planning through completion
• Prepare and/or review complex individual, partnership and business tax returns
• Provide tax planning and compliance services to sophisticated clients
• Work with HNW/UHNW individuals, families and/or partnership and investment entities
• Research and resolve federal and state tax issues
• Assist with complex tax planning and entity structuring
• Review work prepared by Senior and Staff Tax Accountants
• Provide technical guidance and mentorship to junior professionals
• Manage client deadlines, budgets and deliverables
• Communicate directly with clients regarding tax matters and planning opportunities
• Work closely with Partners on complex client engagements
• Identify opportunities to improve processes and deliver a high level of client service

• Bachelor’s degree in Accounting, Finance or related field
• 6+ years of public accounting tax experience
• Strong experience in either: HNW/UHNW individual taxation, or Partnership taxation
• Experience with complex tax returns and multi-state taxation
• Strong technical tax research and analytical abilities
• Excellent communication and client relationship skills
• Experience reviewing work and mentoring junior professionals
• CPA preferred

If you’re ready for the next step in your tax career—but don’t want that next step to mean giving up your life outside of work—this could be the opportunity you’ve been looking for.

Our client is a well-established, full-service public accounting and advisory firm serving sophisticated clients across the U.S. and internationally. The firm’s expertise spans tax, audit & attest, family office, business advisory, estate and gift tax, and specialized services for alternative investments. Its clients include high-net-worth and ultra-high-net-worth individuals and families, private equity and venture capital firms, real estate organizations, hedge funds, broker-dealers, investment advisers and closely held businesses.

The firm offers the complexity and sophistication of a larger public accounting environment while maintaining a collaborative, relationship-focused culture. If you are a Tax Manager with client facing skills, then please read on….

• 100% Remote
• Excellent work-life balance
• 40 hours or less during non-busy season
• Busy season is concentrated, with the heaviest week typically occurring during the two weeks before filing deadlines
• Sophisticated HNW/UHNW, partnership and alternative-investment clients
• Collaborative environment with direct access to Partners and experienced tax professionals
• Opportunity to mentor and develop staff while continuing to grow technically
• Premium benefits package including medical, dental and vision insurance
• 401(k)/profit sharing
• Paid holidays and PTO
• Continuing education and professional development support
• Professional dues and license renewals
• Strong emphasis on flexibility, collaboration and long-term career development

The firm’s culture is built around being collaborative, communicative, flexible and people-focused, with a stated commitment to helping professionals build careers rather than simply jobs.

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