About this opportunity
Confidential Company lists this Tax Senior Manager or Tax Manager opportunity in new york city, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A well-established regional CPA firm based in Woodbury, NY is seeking a Tax Senior Manager/Tax Manager to join its Private Client Group. This is a hands-on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager, take meaningful ownership of client relationships, and operate as a core member of a close-knit, collaborative team. The position is 4 days per week in office.
What you'll do
Review complex high net worth individual federal and multi-state income tax returns, including returns with brokerage activity and Schedule K-1s from partnerships, S-corps, and trusts
Review fiduciary income tax returns for trusts and estates
Support review of business entity returns (partnerships, S-corps, C-corps) as needed
Manage client workbooks and engagement documentation in Excel
Review returns using the Lacerte tax software platform
Communicate directly with clients regarding return preparation, open items, and tax planning matters
Collaborate within the Private Client Service group on shared engagements
What we're looking for
7-15 years of public accounting experience, with a focus on individual income tax compliance for high net worth clients
Hands-on experience with multi-state returns, brokerage statements, and Schedule K-1s
Exposure to fiduciary and business entity return preparation is a plus
Proficiency in Lacerte and Excel; comfort working with structured client workbooks
Strong verbal and written communication skills; confidence interacting directly with clients
CPA preferred; CPA candidates actively pursuing licensure will be considered
Collaborative, team-oriented mindset with the ability to thrive in a group setting
What sets this role apart
Direct training and mentorship from Partner and Manager; not a large-firm hierarchy
Real client ownership and relationship responsibility early in your tenure
Tight-knit, collegial team with a strong culture of professional development
Compensation
$150,000-$250,000 base + 10-15% bonus + commission potential
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Worksite address
new york city, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.