Tax Manager - High Net Worth

8 - 10 years experience  •  Financial Services

Salary depends on experience
Posted on 10/16/17
New York City, NY
8 - 10 years experience
Financial Services
Salary depends on experience
Posted on 10/16/17

The High Net Worth Tax Manager will work in our General Tax Practice and will be responsible for High Net Worth clients.


  • Review individuals, trusts, estate, gift taxes, and flow-through entities.
  • Supervise and develop associates.
  • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner.
  • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharingtax saving strategies.
  • Prepare budgets and schedule engagements accordingly.
  • Train and mentor lighter level associates.
  • Be involved in business development (networking, proposals, etc).


  • Must be a CPA and / or JD.
  • BS and / or Masters in Accounting.
  • 7+ years solid taxexperience in the HNW area.
  • GoSystems a plus.
  • Proficient with BNA.
  • Proficient in Microsoft Excel.
  • Superb communication skills (written and verbal).
  • Ability to multi-task in a fast-paced, deadline driven environment.
  • Outstanding leadership, mentoring and interpersonal skills.
  • Excellent organizational and analytical skills.
  • Able to problem-solve and think both creatively and logically.
  • Strong tax research skills.
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