About this opportunity
About the Job
A leading independent wealth management company is looking to hire a Tax Manager. This is an exciting opportunity to work in a multi-family office and support high-net-worth individuals.
This role is based in NYC, with a hybrid working schedule.
Responsibilities
- Prepare individual tax returns for high-net-worth clients and oversee related compliance matters.
- Prepare quarterly tax projections and identify tax planning opportunities.
- Provide tax advice and respond to client queries.
- Monitor relevant tax legislation and regulatory developments.
- Liaise with federal and state tax authorities to resolve tax notices.
- Support the development and mentoring of junior team members.
- Deliver a high level of client service and build strong client relationships.
Qualifications
- 5+ years' experience in high-net-worth individual tax.
- Strong knowledge of gift, GST, private foundation and partnership taxation.
- Experience with alternative investments and financial products, including equities, bonds, options and derivatives.
- Proficiency in GoSystem Tax RS or similar tax software.
- Strong tax research, analytical and Microsoft Office skills.
- Excellent communication, organization and client relationship skills.
- Proactive, motivated and committed to delivering exceptional client service.
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