Tax Manager - Private Client Services

Work Arrangement: Hybrid – approximately 3 days per week in office

Experience: 5+ Years

CPA or EA Required

A leading national CPA and advisory firm is looking for an experienced Tax Manager to join its growing Private Client Services practice in New York.

The position is focused on advising high-net-worth individuals, families, entrepreneurs and closely held businesses whose tax requirements often span multiple entities and generations.

You'll manage complex tax engagements, work directly with clients on year-round planning and lead teams of Seniors and Associates. The role provides considerably more exposure than simply reviewing compliance work, with the opportunity to become a trusted advisor to clients across both their personal and business interests.

You’ll work with successful individuals and families whose financial affairs can include:

• Closely held and family-owned businesses.
• Partnerships and other pass-through entities.
• Corporations and S Corporations.
• Trusts and estates.
• Fiduciary structures.
• Foundations.
• Personal investments and other HNW interests.

The team takes an integrated approach, looking at the relationship between a client's businesses, personal wealth and family circumstances when developing tax strategies.

As Tax Manager, you'll take ownership of multiple client engagements throughout the year.

Responsibilities will include:

• Manage Private Client tax engagements from planning through final delivery.
• Review complex federal and state income tax returns.
• Oversee compliance involving individuals, partnerships, corporations, trusts, estates and fiduciary entities
  .
• Develop year-round tax planning strategies for HNW individuals and business owners.
• Prepare and review interim tax projections and year-end planning.
• Identify opportunities to improve clients' tax positions.
• Research complex federal and state tax issues.
• Interpret new tax legislation and determine how changes could affect clients.
• Advise clients on the tax implications of business transactions.
• Assist with IRS and state tax matters, correspondence and audits.
• Manage engagement budgets, billing and collections.
• Ensure engagements are appropriately staffed and delivered within agreed deadlines.

You’ll have direct ownership of client relationships rather than operating solely behind the scenes.

You’ll work closely with business owners, individuals and families to understand what's happening across both their business and personal financial affairs.

As those circumstances change, you’ll be expected to recognise potential tax implications and bring planning ideas to the table.

The aim is to become someone clients contact before making a significant decision
, rather than simply someone they speak to when a return needs filing.

You’ll supervise Seniors, Associates and other members of the Private Client team across your engagements.

This will include:

• Delegating work and managing engagement workflow.
• Reviewing tax returns and supporting work papers.
• Providing technical guidance.
• Training junior professionals.
• Coaching Seniors as they take on greater client responsibility.
• Providing regular feedback and supporting individual career development.
• Maintaining high standards of client service and technical quality.

You’ll also have opportunities to contribute to internal training, client presentations, webinars and wider thought leadership.

• 5+ years of public accounting tax experience.
• Bachelor's degree in Accounting or a related discipline.
• CPA or Enrolled Agent licence required.
• Strong experience advising HNW individuals and/or closely held businesses.
• Knowledge of individual and pass-through taxation.
• Experience with partnerships, corporations, trusts, estates…