Our client firm is seeking a Tax Manager with high-net-worth experience. The role is based in NYC Metro and Long Island with a hybrid schedule. Requirements: The ideal candidate will have a minimum of 6 years of experience in public accounting. A CPA or EA certification is required. Candidates should be prepared to meet challenging client requirements, provide value-added services, and possess strong communication (both oral and written), interpersonal, and analytical skills. Responsibilities Include: Focus on the technical review of individual (including HNWI) tax returns with strong knowledge of trust and estate returns; experience with corporate and partnership tax returns is a plus. Supervise the preparation of tax returns. Develop strong client relationships and maintain steady contact with assigned clients throughout the business year. Monitor work progress in relation to budgeted time and scheduled completion dates. Keep the Partner informed on a timely basis regarding important engagement developments, including major issues that arise, conclusions, and recommendations. Work directly with the client’s attorneys, taxing agents, and other third parties. Assist/participate in practice development and firm management. Network to develop contacts and cultivate relationships. Develop and evaluate staff, addressing performance issues and concerns as needed. Mentor and motivate staff; guide staff on career and professional development. Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing and Other Industries Business Consulting and Services #J-18808-Ljbffr Whitman Transition Advisors Job Community
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