HNW Tax Supervisor/Manager

Overview

This role involves overseeing complex tax engagements for high-net-worth individuals, families, and related entities, including individuals, trusts, estates, gifts, and partnerships. The position requires experience in review and compliance, tax planning and advisory, client management, supervision and mentoring, and practice development.

Responsibilities

• Manage tax engagements from planning through delivery, ensuring deadlines and client expectations are met
• Develop a deep understanding of clients' industries and businesses
• Prepare, review, and manage staff deliverables such as tax returns, extensions, tax planning calculations, and write-up work for various entity types (C-Corp, S-Corp, Partnership, multi-state, etc.)
• Prepare and review complex tax planning projections for individuals and entities
• Monitor client deliverables and due dates
• Prepare and review complex U.S. and multi-state/international income tax returns for business entities, including consolidated and nonconsolidated C-corporations, S-Corporations, and Partnerships
• Conduct complex tax research and prepare memoranda outlining findings and conclusions
• Communicate with and respond to IRS and state agencies on behalf of clients regarding audits, inquiries, and tax notices
• Delegate projects to staff efficiently and provide accounting and tax assistance as needed
• Communicate directly with clients, colleagues, management, and IRS representatives on various tax matters
• Assist with business development efforts, including meeting with prospective and existing clients, preparing fee quotes and proposals, and evaluating client needs
• Lead knowledge sharing of software, processes, and workflows
• Assist with employee training for new hires and ongoing career guidance
• Participate in consulting and special projects as requested by management and clients
• Report to and take direction from tax department partners

Requirements

• CPA or Enrolled Agent (EA) designation
• Bachelor’s or Master’s Degree in Accounting
• 5-7+ years of public accounting experience with exposure to individual, corporate, and partnership taxation
• Experience working with high-net-worth clients preferred
• Strong supervisory and mentoring skills
• Ability to manage multiple complex engagements and deadlines

Preferred Qualifications

• Candidates located in the New York/New Jersey area are highly preferred, though applicants from other U.S. locations are encouraged to apply

Compensation & Benefits

• Salary range: $120,000 to $160,000
• Flexible work arrangements including remote, work-from-home, and hybrid options for select roles
• Paid time off, sick time, and holidays
• Medical, dental, and vision insurance
• Flexible spending options including HRA, FSA, and/or HSA
• Access to employee wellness programs
• Summer flexible schedule
• Employer contribution to 401(k) plan
• Support and incentives for CPA licensure and other applicable certifications and licenses
• Volunteer opportunities with charity partner organizations

Location

• Primarily New York/New Jersey area preferred; remote candidates within the U.S. will be considered

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

The employer is an equal opportunity employer and considers all applicants without regard to age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military or veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status, or any other characteristic protected by law. Reasonable accommodations are provided for qualified individuals with disabilities in accordance with applicable laws.