HNW Tax Manager

Position Summary

Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.

THE FOCUS IS YOU :

We are looking to add a Tax Manager to help guide and oversee our clients, in addition to supporting our internal leaders and the ongoing growth in our Melville, NY office.

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.

The Tax Manager serves to manage client relationships and act as a liaison between overseeing / mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

WHAT YOU WILL DO

Regular duties include (but are not limited to) :

• Serve as a subject matter expert in individual taxation, trusts, and gift taxation.
• Review federal, state, and local tax returns, extensions, and quarterly projections for individual clients, Trusts, and gift tax returns.
• Review individual tax compliance forms and work with a dedicated individual tax team.
• Knowledge of preparation of business corporate and partnership returns is preferred.
• Review federal and state tax returns and work of staff and interns, providing feedback, training, and mentoring.
• Review tax information supplied by clients and obtain open items.
• Develop tax planning opportunities arising from inbound and outbound cross-border transactions and activities.
• Assist with the coordination of planning, tax work, and wrap up.
• Facilitate tax research and establish tax strategies to client business opportunities.
• Identify and communicate tax issues to clients and partners.
• Participate in the firm’s marketing, recruiting, team-building, and similar efforts.
• Build relationships with clients and staff.
• Actively involved in product development and product sales that will enhance market opportunities to generate revenue.
• Proactively identify opportunities to introduce the firm and serve as an active spokesperson.
• Represent the firm and area of expertise by making presentations at third-party events.
• Demonstrate excellence in Executive Presence, People Development, Leadership, and Professionalism.
• Effectively develop, supervise, train, coach, and mentor staff.
• Manage people with poise and professionalism, especially during peak periods of client engagement and deadlines.
• Promote the ideals, values, mission, and vision of the firm.
• Conduct self with the utmost professionalism and demonstrate respect towards others.
• Respect and embrace diversity; look to build a One-Firm team spirit amongst staff.
• Maintain appropriate compliance with all firm-wide and local office policies and procedures.
• Promote the most efficient operations of the Firm and support compliance guidelines in managing others.
• Assist partners / managing directors in managing administrative activity.
• Develop outside relationships with a goal of generating referral sources.
• Adhere to the firm’s policies and procedures.

WHAT WE ARE LOOKING FOR

Experience

• 5+ years in a relevant position
• Public accounting or other professional services environment preferred

Education

• Minimum Bachelor’s degree or other recognized business credential
• Bachelor’s in Accounting (for Audit or Tax)

License / Certification

• Must be a CPA
• Must maintain required CPE credits annually
• May need other industry or specialization certification for specific positions

Legal / Compliance

• Must complete acknowledgment of Independence Guidelines and Ethical Standards document
• Government engagements require ability to obtain a security clearance from the United States government

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible.

We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives.

UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed.

Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that go back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax, and consulting networks in the world.

We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation Based on the role, credentials, and experience
• Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law.

This range considers many factors, including but not limited to a candidate’s knowledge, job-specific skills, experience, licensure, and certifications.

A reasonable estimate of the current range for this position is $110,000 to $180,000.

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