A wealth management firm in New York City is currently seeking an experienced Tax professional to join their growing team as a Tax Manager.
In this role, the Tax Manager will be responsible for working closely with a Managing Director in providing accounting and family office services to a very large client.
Responsibilities :
The Tax Manager will be responsible for :
- Detailed review of Federal, and multi-state tax returns for High Net Worth individuals, corporations, partnerships, family LLC, trusts, foundations and gift tax returns
- Researching various tax issues related to the tax compliance and tax planning duties
- Reviewing quarterly and year-end tax projections using BNA tax software
- Performing other duties, as needed
Qualifications :
- 5+ years of Tax and / or Family Office Services experience within a Middle Market and / or boutique CPA firm
- Bachelor's Degree in Accounting, Finance, and / or a related field
- CPA or parts passed
- Good knowledge of , , , S, -PF, and multi state
- Microsoft Excel proficient
- Solid analytical, mathematical, and research skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills :
- Experience in an Ultra High Net Worth environment
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