Tax Manager
Tax Manager
Position Overview
Key Responsibilities
Client Portfolio Management
Team Leadership & Development
Technical Excellence & Quality Control
Business Development & Client Relations
Specialized Services
Required Qualifications
Preferred Qualifications
Leadership Competencies
What We Offer
Position Overview
Our client, a prestigious Manhattan-based CPA firm is seeking an experienced Tax Manager to lead their tax department and drive exceptional client service. This senior-level position offers the opportunity to manage complex tax engagements for high-net-worth individuals, real estate portfolios, and sophisticated business entities while developing and mentoring a talented team of tax professionals.
Key Responsibilities
Client Portfolio Management
- Manage a diverse portfolio of high-value clients including ultra-high-net-worth individuals, real estate investment entities, private equity funds, and closely-held businesses
- Oversee complex federal, state, and multi-state tax compliance for corporations, partnerships, S-corporations, trusts, and estates
- Lead tax planning strategies for sophisticated clients including estate planning, business succession, and transaction structuring
- Serve as primary relationship manager for key clients, ensuring exceptional service delivery and retention
- Coordinate with clients' investment advisors, estate attorneys, and wealth managers on integrated planning strategies
Team Leadership & Development
- Supervise and mentor a team of tax seniors, staff accountants, and seasonal personnel
- Conduct performance evaluations and provide career development guidance
- Lead training programs on technical tax issues and firm procedures
- Manage workflow distribution and ensure efficient completion of engagements
- Recruit, interview, and onboard new tax staff members
- Foster a collaborative and professional work environment
Technical Excellence & Quality Control
- Review complex tax returns and planning memoranda for accuracy and compliance
- Research and resolve sophisticated tax issues using professional databases
- Ensure compliance with federal, New York State, and NYC tax regulations
- Maintain current knowledge of tax law changes and communicate updates to team
- Develop and implement quality control procedures and best practices
- Oversee tax provision calculations and quarterly compliance requirements
Business Development & Client Relations
- Participate in client meetings and business development activities
- Identify opportunities for additional services and practice growth
- Represent the firm at professional events and industry conferences
- Maintain relationships with referral sources including attorneys and financial advisors
- Prepare proposals for new client opportunities
- Contribute to thought leadership through articles and speaking engagements
Specialized Services
- Oversee real estate tax matters including certiorari proceedings and 1031 exchanges
- Manage IRS and state tax examinations and appeals processes
- Lead complex transaction tax planning and due diligence projects
- Coordinate international tax compliance for clients with global investments
- Oversee trust and estate tax planning and administration
- Manage SALT (State and Local Tax) planning strategies for high-income clients
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- CPA license required
- 6-10 years of progressive public accounting experience with significant tax focus
- Proven experience managing complex tax engagements and client relationships
- Strong knowledge of federal and state tax laws, particularly New York regulations
- Experience with high-net-worth individual and entity taxation
- Leadership experience with demonstrated ability to manage and develop staff
- Excellent communication and presentation skills
- Proficiency in tax software (GoSystem Tax RS, ProSeries, or equivalent)
- Strong analytical and problem-solving abilities
Preferred Qualifications
- Master's degree in Taxation, MST, or LLM in Taxation
- Experience with international tax planning and compliance
- Knowledge of real estate taxation and partnership allocations
- Experience with private equity and hedge fund taxation
- Familiarity with estate and gift tax planning
- Experience with tax controversy and examination defense
- Strong business development and client relationship skills
Leadership Competencies
- Proven ability to lead and motivate teams
- Strong project management and organizational skills
- Excellent client service orientation and relationship building
- Strategic thinking and problem-solving capabilities
- Ability to work collaboratively with partners and senior management
- Strong ethical standards and professional judgment
What We Offer
- Competitive salary range based on experience and education
- Significant performance and business development bonuses
- Comprehensive benefits package including premium health, dental, and vision insurance
- 401(k) with generous company match and profit-sharing opportunities
- Four weeks vacation plus personal and sick time
- Flexible work arrangements and hybrid schedule options
- Professional development budget for continuing education and conferences
- Clear path to partnership consideration
- Prime Manhattan location with excellent transportation access
- Modern office environment with state-of-the-art technology
Manhattan, New York
Up to £0.00 per annum
