Boutique CPA Firm is seeking an experienced Tax Manager for a full time role in the firm's tax & advisory practice. This is a highly visible role with fast track to Partner. Friendly environment with a real emphasis on work/life balance Accepting roles in Long Island and New York City

Responsibilities:

Review complex Federal and multi-state tax returns for High Net Worth Individuals, Trusts, Estates, non-profit organizations, and pass-through entities

Oversee tax planning and compliance functions for high net worth clients

Maintain good relationships with clients

Research Federal, state, and cross-border tax issues

Oversee tax planning and compliance functions for high net-worth individuals

Strategize with partners and the client engagement teams on client client's tax planning

Work closely with the management team to mentor, train, and supervise staff

Basic qualifications:

Minimum degree required: Bachelor’s degree

CPA Required field of study: Accounting, Finance and/or Taxation

Minimum years of experience: 7+

Strong working knowledge of Microsoft Office Suite

Strong verbal and written communication skills

Preferred knowledge/skills:

Excellent analytical and problem-solving skills

Strong interpersonal and communication skills

Recent or current experience servicing High Net Worth and/or Family Office clients

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

401(k)
Continuing education credits
Flexible schedule
Health insurance
Paid time off
Paid training
Work from home

Experience:

Tax experience: 5 years (Required)
CPA Firm: 5 years (Required)

License/Certification:

CPA (Required)

Ability to Commute:

New York, NY (Required)

Work Location: In person

ProConnect Consulting Group, Inc.

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