NewYorkRecruiter Since 2001
the smart solution for New York jobs

Senior Tax Manager

Company: Abacus Group, LLC
Location: New York
Posted on: March 12, 2025

Job Description:

Our client is a public accounting firm. They seek a Senior Tax Manager to join their Private Client group in their Manhattan, NY office.Responsibilities

  • Support HNW clients, addressing their concerns and inquiries and handling tax planning
  • Develop and maintain strong relationships with HNW clients and their families
  • Understand and focus on clients' financial goals, objectives, and family dynamics
  • Advise on trust and estate planning strategies tailored to individual client needs
  • Provide guidance, training, and support to Private Client Practice team members
  • Review complex trust and estate planning documents to ensure consistency with goals
  • Implement sophisticated trust and estate planning strategies to minimize tax liabilities
  • Work with the legal team on trust agreements, wills, and other estate-planning documents
  • Assist clients in transferring wealth to future generations efficiently and per their wishes
  • Guide clients on gifting strategies, charitable giving, and philanthropic endeavorsRequirements
    • 8+ years of tax experience
    • Familiar with HNW clients
    • Strong knowledge of tax laws and regulations
    • Excellent leadership and managerial experience
    • Advanced communication and interpersonal skills
    • CPA required
    • Skilled in Excel
      #J-18808-Ljbffr

Keywords: Abacus Group, LLC, New York , Senior Tax Manager, Executive , New York, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

New York RSS job feeds