Senior Tax Manager - High Net Worth
The Greene Group, new york, ny, United States
Overview
Our client is a boutique advisory firm with offices next to Bryant Park specializing in wealth management, financial advisory and tax/accounting services. This is a newly-created Senior Tax Manager opportunity!!
3 days onsite in Midtown NYC
Responsibilities
- Lead the preparation and review of complex federal, state, and local tax returns for individuals, businesses, and trusts.
- Manage a team of Tax Associates and oversee workflow, training, and professional development.
- Develop and implement tax planning strategies to optimize clients\' financial outcomes and minimize liabilities.
- Consult directly with high-net-worth individuals, business owners, and corporate clients to understand and meet their tax advisory needs.
- Conduct technical tax research and stay abreast of emerging tax legislation and regulatory changes.
- Ensure strict compliance with filing deadlines and quality standards.
- Represent clients during tax audits and liaise with tax authorities to resolve disputes.
- Develop client relationships through proactive communication and deliver exceptional client service.
- Collaborate with wealth management and financial advisory teams to provide integrated, holistic financial solutions.
- Identify opportunities for new business development and contribute to the firm\'s growth initiatives.
Qualifications
- 5+ years of experience in tax planning, preparation, and advisory services within public accounting or financial advisory firms.
- CPA license (or active pursuit of licensure) required.
- Strong leadership and people management skills.
- Advanced proficiency with accounting software (e.g., Intuit QuickBooks, Drake, Microsoft Excel, tax preparation platforms).
- Exceptional analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple client engagements with a high level of autonomy and professionalism.