Tax Manager - HNW/Family Office

Tandym Group
Woodbury, New York
$125K-$175K a year
Full-time

A professional services firm in New York City is currently seeking an experienced Tax professional to join their growing team in Tax Manager.

Responsibilities :

The Tax Manager will :

  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.)
  • Complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met;

ensure on time delivery and on budget

  • Handle all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Assist with new client development in partnership with upper management
  • Participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Develop overall engagement budget
  • Handle billing and realization on assigned clients and explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Perform other duties, as needed

Qualifications :

  • 5+ years of experience in Public Accounting or related field
  • Bachelor's Degree in Accounting, Taxation, and / or a related field
  • CPA or parts passed
  • Knowledge of High Net Worth Tax and related Entities, Trusts etc.

Previous experience in a Supervisory role

  • Microsoft Excel proficient
  • Solid analytical and mathematical skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized
  • 30+ days ago
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