Our client, a growing Management Consulting firm with offices in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a strong foundation in high-net-worth individual tax compliance and experience across trusts, estates, and pass-through entities.
Responsibilities include:
- Lead and manage tax compliance and planning for high-net-worth individuals, trusts, and private entities
- Oversee preparation and review of federal and state tax returns, including Forms 1040, 1041, gift and estate tax filings
- Apply fiduciary accounting concepts to complex estate and trust situations
- Supervise and mentor junior team members, managing workflow and quality control
- Collaborate with partners and wealth advisors on estate and wealth transfer strategies
Requirements:
- 8+ years of tax experience in public accounting or a private client group
- Strong expertise in high-net-worth individual tax and pass-through entities (S corps, partnerships)
- Experience with estate tax, gift tax, fiduciary income tax, and tax-exempt entity returns
- Broad exposure to trust and estate work (but not exclusively focused in this area)
- Prior experience supervising and developing junior staff
Pay: $70-$85/hr
