Tax Manager - High Net Worth (cpa firm) NY Metro or Remote

Company: Regional CPA firm
Location: New York
Posted on: February 14, 2025

Job Description:

Regional CPA firm seeks Tax Manager with High Net Worth experience.

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.


This position can be located in NY Metro or REMOTE.



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


Qualifications:

CPA
7+ experience in public accounting
3+ years supervisory experience.
Experience with HNW clients
T&E experience
Remote working/work at home options are available for this role.

Keywords: Regional CPA firm, New York , Tax Manager - High Net Worth (cpa firm) NY Metro or Remote, Accounting, Auditing , New York, New York