Tax Manager

New York City



  • Establish rapport with sophisticated clients, across generations, to maintain the company’s role as reliable subject matter experts who can provide both technical guidance and relational support.
  • Further gain clients’ confidence and develop meaningful sustainable relationships.
  • Partner with company colleagues and external advisors to deliver integrated advisory services that exceed client expectations.
  • Responsible for managing the entire tax client engagement process – including all aspects of multi-generational family activities.
  • While experience with individual income and estate taxation is important, the successful candidate will have deep knowledge of fund, flow through entities, and corporate taxation.
  • Ability to proactively provide tax planning opportunities and establish working relationships with UHNW individuals, their families and outside advisors.
  • Research and interpret the Internal Revenue Code, various State Tax Codes, Federal Estate and Gift Tax Code, Private Letter Rulings, Revenue Rulings and Tax Court Cases.
  • Drive complex transactional planning and structuring.
  • Represent clients before tax authorities in audit defense and respond to notices or inquiries.
  • Draft position memoranda to support tax positions and provide guidance to clients.
  • Recruit, train, and develop tax staff; contribute to technical discussions and administrative initiatives in tax department meetings.
  • Participate in networking events and business development, as appropriate.




  • CPA, EA or JD and/or MS in Tax highly preferred
  • 7+ years relevant experience in public CPA firm, and/or family office environment
  • Proficient in Microsoft Word and Excel.
  • Experience in tax preparation software and research tools
  • Must possess strong organizational and analytical skills, general/broad knowledge of economic business conditions and ability to work on multiple projects at once







Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/6/2020
Salary $120,000 - $175,000 + bonus

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