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About the Role

Lead intricate tax engagements for affluent individuals, families, and associated entities, requiring profound expertise in high-net-worth tax compliance, reviews, planning, advisory services, client relationship management, staff supervision, and practice development. This role involves managing engagements from initial assessment to final execution, directly interfacing with clients, tax department partners, team members, and regulatory bodies.

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.

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.

Skills

High-net-worth tax compliance
Tax reviews
Tax planning
Advisory services
Client relationship management
Staff supervision
Practice development
Tax return preparation
Tax return review
Tax projections
U.S. federal income tax
Multistate income tax
International income tax
Tax research
Technical memorandum drafting
Client communication
Staff development
Business development
Consulting

Location

New York
New Jersey
United States

Work Type

Full-time

Experience Level

Supervisor
Manager

Education Level

Bachelor's degree in Accounting
Master's degree in Accounting