New York Licensed Tax Manager
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Job Summary
To support a growing practice, the remote New York Licensed Tax Manager will manage tax services for ultra-high-net-worth individuals, focusing on foundations, trusts, and estates while leveraging competitive compensation and benefits.
Key responsibilities
- Manage tax compliance and planning for high net worth clients, foundations, and estates
- Utilize online and print tax research resources to provide accurate tax advice
- Collaborate with team members while demonstrating initiative and flexibility in handling multiple assignments
Required qualifications
- 5+ years of experience in tax management with a focus on high net worth individuals, foundations, trusts, and estates
- CPA certification in progress or completed is preferred
- Familiarity with Fast Tax (Go Systems RS), CCH Online, and BNA is a plus
- Ability to work independently as well as part of a team
- Demonstrated creativity and adaptability in a dynamic work environment
Complete Job Description
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