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Senior Tax Manager - High Net Worth, New York

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About The Opportunity

A professional services firm in New York City is actively seeking an experienced Tax professional, with a strong background servicing High Net Work clients, for a promising Senior Manager position with their growing staff. In this role, the Senior Tax Manager will be responsible for providing excellent client service in addition to managing multiple client engagements. Apply today!


Professional Services Firm


The Senior Tax Manager will be responsible for:

Consulting, planning, compliance and supervising staff
Developing and sustaining client relationships
Handling other duties, as needed


10+ year of previous experience working within a CPA firm
Bachelor's Degree in Accounting
CPA or parts passed (Compliance, Fiduciary, Individual, Partnership, Research & Planning)
Solid Tax background
Very knowledgeable with Income Tax Planning and Compliance for High Net Worth clients
Experience with trusts holding closely held business assets
Capable of managing multiple client engagements
Working knowledge of ProFx Tax, Caseware, Quickbooks, CCH Intelliconnect, RIA Checkpoint, and Go File Room
Microsoft Office/Suite proficient
Solid analytical, mathematical, and research skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Able to multitask efficiently and effectively

Desired Skills

Master's Degree in Taxation

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