Top Long Island wealth management/multi-family office is seeking a Tax Manager to join their team as a result of growth! The position will primarily be responsible to overseeing tax planning and compliance functions for high net-worth individuals and their families.
Responsibilities:
Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy
Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
Review quarterly and year-end tax projections
Strategize with partners and the client engagement teams on tax planning
Work closely with the management team to mentor, train, and supervise staff
Works directly with clients and their advisors to gather information needed to prepare tax returns
Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
Qualifications:
5-7+ years of relevant tax experience in a tax advisory or CPA firm
Strong knowledge of tax planning strategies and compliance in all areas of individual tax including but not limited to income tax, gift tax, and trust and estate tax matters
Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client's management
Excellent analytical, organizational, project management skills, and strong attention to detail