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:
Ability to Commute:
Work Location: In person
