High-Net-Worth Tax Supervisor / Manager
About The Position
We are seeking a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities. The ideal candidate will possess profound expertise in high-net-worth tax compliance, reviews, planning, advisory services, client relationship management, staff supervision, and practice development. This role requires managing engagements from initial assessment to final execution, directly interfacing with clients, tax department partners, team members, and regulatory bodies. Candidates based in New York or New Jersey are strongly preferred; however, qualified applicants from other regions in the United States are also encouraged to submit their applications.
Requirements
- Active CPA designation or Enrolled Agent credential.
- Bachelor’s or Master’s degree in Accounting.
- A minimum of 5 years of public accounting experience.
- Experience at the Tax Supervisor, Tax Manager, or a comparable level.
- Previous experience in high-net-worth individual tax services.
- Proven track record working with wealthy individuals, families, and related entities.
- Expertise in preparing or reviewing complex individual and trust income tax returns.
Responsibilities
- Oversee complex tax engagements throughout the entire process, from planning to final delivery.
- Ensure accuracy and timeliness of tax projects and deliverables, meeting client expectations.
- Develop an in-depth understanding of each client’s business operations, investment portfolios, family structures, and tax obligations.
- Prepare, review, and manage tax returns, extensions, tax planning calculations, and associated deliverables.
- Supervise tax activities involving individuals, trusts, estates, gifts, partnerships, corporations, and related entities.
- Create and review sophisticated tax-planning projections for high-net-worth clients and business entities.
- Manage critical client deadlines, filing requirements, engagement timelines, and deliverables.
- Prepare and review complex U.S. federal, multistate, and international income tax returns, ensuring compliance with relevant regulations.
- Review returns for various structures including C corporations, S corporations, partnerships, consolidated, and nonconsolidated entities.
- Conduct intricate tax research and draft technical memoranda to document findings and conclusions.
- Liaise with the IRS and state tax agencies regarding audits, inquiries, and other tax-related matters.
- Communicate effectively with clients, colleagues, firm leadership, and government representatives.
- Delegate responsibilities to team members while providing technical accounting and tax guidance.
- Oversee staff work and play a pivotal role in the development of junior and intermediate tax professionals.
- Facilitate new-hire training, ongoing professional development, and career counseling.
- Contribute to business development efforts by engaging with prospective clients, assessing client needs, and preparing fee estimates and proposals.
- Enhance the firm’s tax software, internal protocols, and engagement workflows.
- Participate in consulting engagements and special projects as requested by clients or firm leadership.
- Report directly to the partners of the tax department and take direction accordingly.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
