Tax Manager, High Net Worth

Linking Organizations & Workforce • Little Falls, NJ

6d • Hybrid

About The Position

The Tax Manager will join our thriving High Net Worth practice group, working alongside a talented team of tax professionals who are passionate about delivering exceptional value to clients. This role offers the flexibility to manage your own schedule, significant career advancement opportunities with direct partner mentorship, and clear partner-track potential for those who desire it. The practice serves closely held businesses, real estate developers, high-net-worth investors, community associations, attorneys, and specialty real estate programs. Relocation is a consideration.

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• CPA license is highly desired (or active pursuit with completion expected within 12 months)
• 6–8 years of public accounting experience focused in tax, including 4 years specializing in high-net-worth tax.
• Proficient in preparing and reviewing complex K-1s for partnerships, S-corps, and trusts, including tracking partner/shareholder basis and flow-through income allocations
• Experience with gift and estate tax return preparation (Forms 706, 709) and related planning strategies for high-net-worth clients
• Knowledge of fiduciary income tax matters, including trust accounting income and Form 1041 preparation and review
• Proficiency in QuickBooks, Accounting/Tax Software, and MS Office products.
• Experience with small and mid-sized Tax firms is required

Nice To Haves

• Master's degree in Taxation (MST) or Juris Doctorate (JD) a plus.
• Leadership experience (minimum 3 years) in supervising or managing teams is a plus.
• Proficiency UltraTax a plus

Responsibilities

• Preparation and review of high net worth individual and small to medium size business tax returns for gift, estate and tax-exempt entities
• Professionally manage all aspects of the client relationship
• Prepare financial statements
• Auditing support
• Client communication and supervising firm staff
• Offsite work at the client's location

What This Job Offers

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