A professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the Tax Manager / Senior Manager will be responsible overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals. Responsibilities:The Tax Manager / Senior Manager will:
- Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
- Provide training and supervision to staff members, including reviewing and evaluating their work.
- Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
- Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
- Perform other duties, as needed
Qualifications:
- 5+ years of Tax Compliance experience with a specialization in Individual, Fiduciary, Estate and Gift Taxation
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Comprehensive knowledge of Hedge Fund K-1 treatment
- Working understanding of Trusts, Estates, Gifts, and Charitable Entities