Senior Tax Manager, New York, NY

Mariner • New York, NY

20h • $99,000 - $210,000

About The Position

The Senior Tax Manager works directly with clients and wealth management teams to review and implement tax strategies coordinated with each client’s financial strategy, goals, and values. The role calls for a tax enthusiast who is a thoughtful listener, a strong team contributor, and motivated to grow professionally and personally.

The position provides leadership and development for the tax team, supports client acquisition and retention, and works with colleagues to develop and present strategic tax planning solutions for high-net-worth clients and closely held businesses. It also manages tax consulting and planning projects and reviews tax returns, projections, vouchers, extension forms, work papers, and financial statements.

The firm describes its workplace as innovative and supportive of professional growth, community involvement, diversity, camaraderie, teamwork, and work-life balance.

Requirements

• Bachelor’s degree required.
• At least 8 years of tax experience working in a private or public accounting firm or financial planning firm.
• CPA or EA credential required.
• Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities.
• Strong research capabilities for technical matters involving complex tax needs and regulatory updates.
• Mastery of tax compliance software products.
• Highly effective interpersonal, relationship management, and communication skills.
• Excellent organizational and time-management skills, including the ability to manage multiple priorities in a time-sensitive environment.
• Demonstrated talent development experience, including training new staff and mentoring interns.
• Strong attention to detail.

Nice To Haves

• Experience with CCH or GOSystem tax compliance software is preferred.

Responsibilities

• Provide guidance, instruction, direction, and leadership to the tax team to achieve results, build expertise, and develop future tax leaders.
• Participate in obtaining new clients through strategic relationships and community networks.
• Manage client relationships and retention, demonstrate expertise to inspire client confidence, and help meet deadlines and address client questions and needs.
• Work with peers and leaders to create and present strategic tax planning solutions for high-net-worth clients and closely held businesses.
• Manage consulting and tax projects, including charitable giving calculations, private foundation minimum payouts, and miscellaneous tax and financial planning projects.
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, related work papers, and financial statements.
• Continue professional education and contribute to team development, training, and mentoring of new tax associates.

Benefits

• The firm offers an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.
• The firm provides progressive opportunities and actively nurtures professional growth.
• The firm supports giving back to the community and building a diverse culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior