In-House
Jericho, NY
Attorney in Jericho, NY
Non-practicing Attorney
Min 5 yrs required
No
Job Title: Tax Manager - Financial Services Organization - Private Client Services
Job Responsibilities:
The Tax Manager role within the Financial Services Organization's Private Client Services at the company involves a wide array of responsibilities. The primary focus is on serving privately held companies, their owners, and families, which include family-owned businesses and private equity-owned companies. These entities range from start-ups to multi-billion-dollar global enterprises. The Tax Manager will manage various responsibilities, including technical planning and advising for private entities such as C-Corps, S-Corps, Partnerships, and high-profile individuals and families. The role requires acting as a trusted advisor and role model, coaching and developing a highly trained team, and ensuring quality and commercial value in all activities.
Key responsibilities include:
- Researching tax issues to develop effective tax planning strategies.
- Handling a wide range of tax work, from entity to individual taxation.
- Translating complex data from various sources into insights and deliverables for clients.
- Building long-term relationships with clients to understand and meet their unique needs.
- Communicating complex tax issues to non-tax professionals and clients.
- Maintaining a reputation for excellence by constantly updating and sharing technical and best practice knowledge.
- Managing, coaching, and developing a team of tax professionals.
- Identifying and reacting to risks and opportunities to improve services and processes.
Education and Experience Information:
To qualify for the Tax Manager role, candidates must meet certain educational and experience criteria. A bachelor's degree in a related field is required, supported by significant tax, business, or financial planning experience. Candidates must also have a CPA certification or membership in The Bar. A minimum of 5 years of work experience in professional services or a professional tax organization is necessary.
Candidates should have a thorough understanding of estate and wealth planning, federal and state personal and trust taxation, and experience with flow-through entities such as S-Corps, Partnerships, and LLCs. Experience with C-Corps, including income tax provisions and consolidated federal and state tax returns, is also required.
The role demands excellent collaboration and negotiation skills, confidence to challenge senior colleagues and stakeholders, and a thorough understanding of automated tax processing systems. A commitment to continuous learning and a willingness to travel as needed, while working in a balanced hybrid environment, is essential.
Ideally, candidates will also have:
- A proven record in tax planning for owners and families.
- Experience in a professional services environment.
- Experience in coaching and mentoring junior colleagues.
- Strong analytical skills and attention to detail.
- The ability to adapt work style to collaborate with both internal and client team members.
Salary Information:
The company offers a comprehensive compensation and benefits package, rewarding employees based on performance and recognizing the value they bring to the business. The base salary range for the Tax Manager position across all geographic locations in the US is $105,400 to $193,200. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the base salary range is $126,400 to $219,500. Individual salaries within these ranges are determined by various factors, including education, experience, knowledge, skills, and geography.
Additional benefits include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. The company's flexible vacation policy allows employees to decide the amount of vacation time needed based on personal circumstances. Time off is also granted for designated company Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence to support physical, financial, and emotional well-being.
The company is committed to building a better working world by creating new value for clients, people, society, and the planet, while building trust in capital markets. They provide equal employment opportunities to all applicants and employees, regardless of race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. The company is also committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.
Jun 26, 2025
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Jun 17, 2025
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