Regional CPA firm - New York, NY
posted 5 days ago
Full-time - Mid Level
New York, NY
About the position
The Tax Manager / Sr. Tax Manager position at a regional CPA firm focuses on managing tax engagements for high net worth clients. The role involves overseeing the preparation and review of complex tax returns, providing strategic tax planning advice, and collaborating with Managing Directors to ensure client goals are met. This position is ideal for candidates looking to advance their careers in tax management within a dynamic and client-focused environment.
Responsibilities
- Planning and managing multiple client engagements simultaneously.
- Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations.
- Strategizing with Managing Directors regarding tax planning.
- Giving clients recommendations and guidance on how to achieve their goals.
- Researching tax issues and providing guidance to clients.
Requirements
- CPA certification
- 7+ years of experience in public accounting
- 3+ years of supervisory experience
- Experience with high net worth clients
- Trusts and estates experience is a plus.
