Manager, Federal Tax (Private Client Services)
Alvarez & Marsal, New York, NY, United States
Manager, Federal Tax (Private Client Services)
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. We take a hands‑on approach to solving our clients' problems and helping them reach their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry.
About the Team We’re growing one of our Federal Tax specialty areas, the Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high‑net‑worth individuals, serving as their advisor, advocate, teammate, and partner. We are dedicated to helping our clients achieve their long‑term goals by delivering personalized solutions that suit their unique needs.
Responsibilities
Focus on providing tax and consulting services to high net worth individuals in individual income tax, wealth transfer & succession planning, and international tax.
Demonstrate technical skills with tax compliance assignments, working proficiently with 1040, 1041, 709, and FinCEN 114.
Collaborate with a multidisciplinary team to assist with tax‑planning responsibilities for individual clients.
Identify, research, and analyze complex tax issues.
Manage day‑to‑day accounts to ensure timely and accurate work.
Supervise, develop, mentor, and motivate Associates and Senior Associates through training, feedback, counseling, and fostering a team‑based atmosphere.
Coordinate workload and deadlines for Associates and Senior Associates, focusing on quality, efficiency, and effectiveness.
Lead client calls to understand key areas and apply tax knowledge to client situations.
Create concise, complete deliverables that address client priorities.
Clearly communicate work plans, objectives, and timelines to multidisciplinary teams.
Encourage open expression of ideas and build client relationships.
Assist with business development, including creating resources and proposal materials.
Qualifications
Bachelor’s degree in Accounting.
4+ years of experience working with high net worth individuals, providing tax planning, reviewing workpapers, and preparing income tax returns.
CPA or Licensed Attorney.
Proven experience in leading and managing work streams and mentoring junior staff.
Excellent verbal and written communication skills, able to articulate complex tax concepts.
Strong research, writing, and analytical abilities.
Advanced proficiency in Microsoft Office, especially Excel.
Experience with GoSystems, OneSource, and research software preferred.
Capacity to handle multiple projects and meet deadlines.
High motivation to learn and grow.
Detail‑oriented with strong organizational skills.
Your Journey at A&M We recognize our people as the driving force behind our success. Our robust performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well‑being, providing benefits and resources to support your personal journey. Regular employees working 30 or more hours per week are entitled to participate in A&M Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and a 401(k) retirement savings plan. Eligible employees receive an annual discretionary contribution to their 401(k). Paid time off includes vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave.
Salary and Bonus Salary Range: $110,000 - $140,000 per year. A&M offers a discretionary bonus program based on individual and firm performance.
Inclusive Diversity Our entrepreneurial culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. Inclusive Diversity means we embrace diversity and foster inclusiveness, encouraging everyone to bring their whole selves to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors.
Equal Opportunity Employer A&M provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, family medical history, genetic information, political affiliation, or any other protected characteristic. Employees and applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third‑Party Recruiters As per A&M policy, we do not accept unsolicited resumes from third‑party recruiters unless they are engaged to provide candidates for a specified opening. Any employment agency submitting an unsolicited resume does so with the understanding that A&M may hire that applicant at its discretion without any fee owed to the agency.
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About the Team We’re growing one of our Federal Tax specialty areas, the Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high‑net‑worth individuals, serving as their advisor, advocate, teammate, and partner. We are dedicated to helping our clients achieve their long‑term goals by delivering personalized solutions that suit their unique needs.
Responsibilities
Focus on providing tax and consulting services to high net worth individuals in individual income tax, wealth transfer & succession planning, and international tax.
Demonstrate technical skills with tax compliance assignments, working proficiently with 1040, 1041, 709, and FinCEN 114.
Collaborate with a multidisciplinary team to assist with tax‑planning responsibilities for individual clients.
Identify, research, and analyze complex tax issues.
Manage day‑to‑day accounts to ensure timely and accurate work.
Supervise, develop, mentor, and motivate Associates and Senior Associates through training, feedback, counseling, and fostering a team‑based atmosphere.
Coordinate workload and deadlines for Associates and Senior Associates, focusing on quality, efficiency, and effectiveness.
Lead client calls to understand key areas and apply tax knowledge to client situations.
Create concise, complete deliverables that address client priorities.
Clearly communicate work plans, objectives, and timelines to multidisciplinary teams.
Encourage open expression of ideas and build client relationships.
Assist with business development, including creating resources and proposal materials.
Qualifications
Bachelor’s degree in Accounting.
4+ years of experience working with high net worth individuals, providing tax planning, reviewing workpapers, and preparing income tax returns.
CPA or Licensed Attorney.
Proven experience in leading and managing work streams and mentoring junior staff.
Excellent verbal and written communication skills, able to articulate complex tax concepts.
Strong research, writing, and analytical abilities.
Advanced proficiency in Microsoft Office, especially Excel.
Experience with GoSystems, OneSource, and research software preferred.
Capacity to handle multiple projects and meet deadlines.
High motivation to learn and grow.
Detail‑oriented with strong organizational skills.
Your Journey at A&M We recognize our people as the driving force behind our success. Our robust performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well‑being, providing benefits and resources to support your personal journey. Regular employees working 30 or more hours per week are entitled to participate in A&M Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and a 401(k) retirement savings plan. Eligible employees receive an annual discretionary contribution to their 401(k). Paid time off includes vacation, personal days, 72 hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave.
Salary and Bonus Salary Range: $110,000 - $140,000 per year. A&M offers a discretionary bonus program based on individual and firm performance.
Inclusive Diversity Our entrepreneurial culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. Inclusive Diversity means we embrace diversity and foster inclusiveness, encouraging everyone to bring their whole selves to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors.
Equal Opportunity Employer A&M provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, family medical history, genetic information, political affiliation, or any other protected characteristic. Employees and applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third‑Party Recruiters As per A&M policy, we do not accept unsolicited resumes from third‑party recruiters unless they are engaged to provide candidates for a specified opening. Any employment agency submitting an unsolicited resume does so with the understanding that A&M may hire that applicant at its discretion without any fee owed to the agency.
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