New York Licensed Tax Manager

Job Summary

Seeking a remote Tax Manager, the full-time position will focus on managing tax compliance and planning for ultra high-net-worth individuals, with the flexibility of hybrid work for those in the greater NY area.

Key responsibilities

• Manage tax compliance and planning for high-net-worth clients, foundations, trusts, and estates
• Conduct research using online and print tax resources to ensure accurate tax reporting
• Collaborate with team members while demonstrating initiative and adaptability to various assignments

Required qualifications

• 5+ years of experience in tax management with a focus on high-net-worth individuals and estates
• CPA certification in progress or completed is a plus
• Familiarity with Fast Tax (Go Systems RS), CCH Online, and BNA is advantageous
• Ability to work independently and as part of a team
• Demonstrated flexibility to adjust to multiple work assignments