Tax Supervisor | Manager

Tax Supervisor/Manager - New York, NY

Salary Range: $125,000 - $155,000

Seeking an experienced High Net Worth Tax Supervisor/Manager to oversee complex tax engagements for high-net-worth individuals, families, trusts, estates, gifts, partnerships, and related entities. The ideal candidate will have strong experience working with high-net-worth clients and a background in tax compliance, review, tax planning, advisory services, client management, staff supervision, and business development.

Key Responsibilities

• Oversee tax engagements from initial planning through completion, ensuring deadlines and client expectations are met.
• Develop a strong understanding of clients' businesses, financial situations, and tax objectives.
• Prepare, review, and manage tax deliverables, including tax returns, extensions, tax planning calculations, and related work.
• Work with various entity types, including:
• High-net-worth individuals, Trusts and estates, C-Corporations,
• S-Corporations, Partnerships, Multi-state entities
• Prepare and review complex tax planning projections for individuals and business entities.
• Prepare and review complex U.S., multi-state, and international income tax returns.
• Manage and monitor client deliverables, deadlines, and engagement workflow.
• Conduct complex tax research and prepare technical memoranda outlining findings and conclusions.
• Communicate with the IRS and state tax agencies regarding audits, inquiries, tax notices, and other client matters.
• Delegate projects to staff based on their skills and workload.
• Provide technical accounting and tax guidance to staff as needed.
• Supervise, mentor, and assist with the professional development of tax staff.
• Communicate directly with clients, colleagues, management, and IRS representatives regarding various tax matters.
• Develop and maintain strong relationships with existing clients.
• Assist with business development activities, including:
• Meeting with prospective and existing clients
• Preparing fee quotes and proposals
• Evaluating client needs
• Identifying additional tax and advisory opportunities
• Maintaining strong knowledge of tax software, processes, and engagement workflows.
• Assist with employee training, onboarding, and ongoing technical development.
• Participate in consulting engagements and special projects as requested by management and clients.
• Work closely with Partners and other members of the tax department.

Required Qualifications

• CPA or EA required.
• Bachelor's or Master's degree in Accounting or a related field.
• 5-7+ years of public accounting experience.
• Strong experience with individual, corporate, and partnership taxation.
• Previous experience working with high-net-worth individuals and families.
• Experience with tax compliance, tax review, planning, and advisory services.
• Strong client-management and communication skills.
• Experience supervising, mentoring, and developing tax professionals.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage multiple engagements and meet strict deadlines.

Preferred Experience

• HNW individual tax experience.
• Experience with trusts, estates, and gift taxation.
• Experience handling complex tax planning and projections.
• Multi-state tax experience.
• Experience working with closely held businesses and related entities.
• Business development and client relationship management experience.
• Candidates located in New York or New Jersey are highly preferred.