Senior Tax Manager / Tax Principal – High Net Worth Clients
About the role
The Senior Tax Manager / Tax Principal will play a critical role in delivering comprehensive tax compliance, planning, and advisory services to high-net-worth individuals and families. This position requires strong technical expertise, exceptional client service skills, and the ability to manage multiple complex engagements in a fast-paced environment.
Based in New York City, this individual will work closely with clients and members of their broader wealth management teams to provide proactive tax guidance and strategic planning solutions.
Responsibilities
- Prepare and review complex individual income tax returns, including multi-state filings
- Prepare and review gift, trust, partnership, corporate, and private foundation tax returns
- Develop quarterly tax projections, estimated tax calculations, and extension filings
- Aid high-net-worth clients with a variety of financial matters, including mortgage applications, insurance-related requests, required minimum distribution (RMD) analysis, and cash flow projections
- Respond to tax notices and support clients through tax audits and examinations
- Conduct tax research and provide recommendations regarding complex tax issues
- Prepare detailed and organized workpapers that support tax filings and planning strategies
- Manage foreign tax reporting and compliance requirements
- Participate in special projects, including forensic analyses related to matrimonial and other financial matters
- Collaborate with financial advisors, investment professionals, attorneys, and other members of clients' advisory teams
- Build and maintain trusted client relationships through exceptional service and responsiveness
Requirements
- CPA designation required
- Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals
- Strong experience with complex individual, trust, gift, partnership, corporate, and private foundation taxation
- Advanced technical tax knowledge and planning expertise
- Proficiency with CCH Axcess Tax, Income Tax Planner, tax research platforms, and Microsoft Office Suite
- Excellent analytical, organizational, and problem-solving abilities
- Strong verbal and written communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Proven commitment to client service excellence and attention to detail
Qualifications
- CPA designation required
- Minimum of seven years of experience preparing and reviewing tax returns for high-net-worth individuals
- Strong experience with complex individual, trust, gift, partnership, corporate, and private foundation taxation
- Advanced technical tax knowledge and planning expertise
- Proficiency with CCH Axcess Tax, Income Tax Planner, tax research platforms, and Microsoft Office Suite
- Excellent analytical, organizational, and problem-solving abilities
- Strong verbal and written communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Proven commitment to client service excellence and attention to detail
Benefits
- Competitive compensation package ($200,000 - $220,000)
- Annual bonus opportunity
- Comprehensive medical, dental, and vision coverage beginning on day one
- 401(k) plan with company match
- Flexible PTO policy
- Paid parental leave
- Financial support for advanced education and professional designations
- Commuter benefits
- Opportunities to participate in community and volunteer initiatives
Schedule
Full-time, Monday through Friday.
Pay
$200,000 - $220,000 annually.
Company Information
Our client is a nationally recognized independent wealth management and advisory firm serving high-net-worth individuals, families, business owners, and family offices. The firm provides integrated wealth management solutions that include investment management, financial planning, tax advisory, estate planning, and family office services.
Known for its collaborative culture and commitment to delivering sophisticated advice, the organization has built a reputation for providing highly personalized solutions to complex financial situations. With continued growth across major markets, the firm is investing in talented professionals who are passionate about helping clients navigate increasingly complex tax and financial planning needs.