Sr. Tax Manager - High Net Worth

Company: US Main
Location: Garden City
Posted on: February 16, 2025

Job Description:

Responsibilities:

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

Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
Review gift tax returns
Review quarterly and year-end tax projections
Review tax workpapers
Deliver clear requests for information via phone or email directly to clients
Research Federal, state, and cross-border tax issues
Strategize with partners and the client engagement teams on tax planning
Work closely with the management team to mentor, train, and supervise staff

Basic qualifications:

Minimum degree required: Bachelor's degree
CPA
Required field of study: Accounting, Finance and/or Taxation
Minimum years of experience: 7+
Strong working knowledge of Microsoft Office Suite
Strong verbal and written communication skills

Client Management Skills:

Manage deadlines and client work
Bill clients accordingly
Collect outstanding receivables

Preferred knowledge/skills:

Excellent analytical and problem-solving skills
Strong interpersonal and communication skills
Recent or current experience servicing High Net Worth and/or Family Office clients
Managerial experience with staff and clients
Proficient with use of GoSystem Tax RS is a plus


EEOC:

We are an Equal Opportunity Employer and Prohibit Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at our company are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on these characteristics.

Keywords: US Main, New York , Sr. Tax Manager - High Net Worth, Accounting, Auditing , Garden City, New York