Attorney in New York City, NY

In-House

New York City, NY

Attorney in New York City, NY

Non-practicing Attorney

Min 5 yrs required

No

Job Title: Tax Manager - Private Client

Job Responsibilities:
The Tax Manager - Private Client at Company is responsible for delivering comprehensive tax compliance and advisory services to a diverse range of clients, including individuals, partnerships, trusts, estates, and private foundations. The role involves:

- Developing, building, and managing client relationships during the proposal process.
- Participating in networking activities to expand business opportunities and client relationships.
- Serving as a trusted advisor and a key member of various client service teams.
- Maintaining a deep understanding of client business or family structures to address concerns and challenges effectively.
- Assisting in managing, developing, and coaching the professional tax staff.
- Reviewing and managing projects prepared by tax associates and seniors.
- Delegating responsibilities effectively and monitoring engagement team efforts.
- Using technology tools proficiently and demonstrating a commitment to enhancing work processes through technology.
- Conducting research on complex tax issues, applying findings to projects, and communicating those findings clearly in writing.

Education and Experience Information:
Minimum qualifications for the role include:

- A Bachelor’s or graduate degree in accounting, finance, or a related field.
- 5 years or more of related experience in public accounting, law firm, or trust department.
- CPA license or . degree and bar admission.
- Experience in managing multiple client engagements.

Preferred qualifications include:

- A Master’s degree in Taxation or Law degree.
- Experience with OneSource tax software.

Salary Information:
The salary for the Tax Manager - Private Client role at Company, specifically for the New York markets, ranges from a minimum of $90,200 to a maximum of $154,500. The salary will be based on the candidate's experience, education, and skill set. Total compensation includes salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Company reserves the right to adjust the salary range based on business needs.

Company Overview:
Company, an independent member of a leading global professional services network, offers assurance, tax, and consulting services nationwide and internationally. With a history spanning over 100 years, the company is dedicated to providing a distinctive client experience, reflecting a wide range of perspectives and knowledge. The firm emphasizes listening to clients to deliver tailored solutions and consistent services worldwide.

Company is committed to equal opportunity employment and affirmative action. Employment decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. The company does not accept unsolicited resumes from vendors without a signed vendor agreement.