Tax Manager / Tax Director📍
Location: Brooklyn, NY
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Focus: High-Net-Worth Individuals, Trusts, Estates & Family Office Clients
About the RoleWe are seeking an experienced tax professional to lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals, trusts, estates, partnerships, and closely held businesses. This is a highly visible role offering exposure to sophisticated tax matters, wealth transfer strategies, and direct client advisory work.
Key Responsibilities- Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
- Manage all aspects of tax compliance and reporting for private clients and family office relationships.
- Conduct advanced tax research using Bloomberg Tax (BNA), IRS guidance, and other authoritative resources.
- Identify tax-saving opportunities related to income, estate, gift, trust, and partnership taxation.
- Advise clients on investment, real estate, business transaction, and wealth transfer tax implications.
- Prepare tax projections and estimates to support financial and tax planning initiatives.
- Respond to tax notices and assist with audits and examinations.
- Collaborate with attorneys, wealth advisors, family office personnel, and other stakeholders on tax-related matters.
- Monitor tax law changes and communicate potential impacts and planning opportunities.
- Maintain detailed workpapers and ensure compliance with firm and regulatory standards.
Qualifications- Bachelor's degree in Accounting, Finance, or a related field.
- CPA required or strongly preferred.
- 10+ years of tax experience, preferably serving high-net-worth individuals, family offices, private clients, or closely held businesses.
- Extensive experience preparing and reviewing individual, trust, estate, gift, and partnership tax returns.
- Advanced proficiency with Bloomberg Tax (formerly BNA) and tax research methodologies.
- Strong knowledge of federal, state, and local tax regulations.
- Experience providing strategic tax planning and consulting services.
- Proven ability to manage multiple engagements and deadlines in a fast-paced environment.
- Advanced Excel skills and strong analytical capabilities.
- Excellent communication and client relationship management skills.
Job Type & LocationThis is a Permanent position based out of Brooklyn, NY.
Pay and BenefitsThe pay range for this position is $125000.00 - $175000.00/yr.
Health benefits, retirement plan, Paid time off, paid holidays
Workplace TypeThis is a fully onsite position in Brooklyn,NY.
Application DeadlineThis position is anticipated to close on Jul 31, 2026.
