Senior Tax Manager, High-Net-Worth / Private Client Group

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Posted on: October 29th, 2025


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

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