Tax Supervisor

Tax Supervisor/Manager New York NY

Salary Range: $125000 - $155000

Seeking an experienced High Net Worth Tax Supervisor/Manager to oversee complex tax engagements for high-net-worth individuals families trusts estates gifts partnerships and related entities. The ideal candidate will have strong experience working with high-net-worth clients and a background in tax compliance review tax planning advisory services client management staff supervision and business development.

Key Responsibilities

• Oversee tax engagements from initial planning through completion ensuring deadlines and client expectations are met.
• Develop a strong understanding of clients businesses financial situations and tax objectives.
• Prepare review and manage tax deliverables including tax returns extensions tax planning calculations and related work.
• Work with various entity types including:
• High-net-worth individuals Trusts and estates C-Corporations
• S-Corporations Partnerships Multi-state entities
• Prepare and review complex tax planning projections for individuals and business entities.
• Prepare and review complex U.S. multi-state and international income tax returns.
• Manage and monitor client deliverables deadlines and engagement workflow.
• Conduct complex tax research and prepare technical memoranda outlining findings and conclusions.
• Communicate with the IRS and state tax agencies regarding audits inquiries tax notices and other client matters.
• Delegate projects to staff based on their skills and workload.
• Provide technical accounting and tax guidance to staff as needed.
• Supervise mentor and assist with the professional development of tax staff.
• Communicate directly with clients colleagues management and IRS representatives regarding various tax matters.
• Develop and maintain strong relationships with existing clients.
• Assist with business development activities including:
• Meeting with prospective and existing clients
• Preparing fee quotes and proposals
• Evaluating client needs
• Identifying additional tax and advisory opportunities
• Maintaining strong knowledge of tax software processes and engagement workflows.
• Assist with employee training onboarding and ongoing technical development.
• Participate in consulting engagements and special projects as requested by management and clients.
• Work closely with Partners and other members of the tax department.

Required Qualifications

• CPA or EA required.
• Bachelors or Masters degree in Accounting or a related field.
• 57 years of public accounting experience.
• Strong experience with individual corporate and partnership taxation.
• Previous experience working with high-net-worth individuals and families.
• Experience with tax compliance tax review planning and advisory services.
• Strong client-management and communication skills.
• Experience supervising mentoring and developing tax professionals.
• Strong analytical research and problem-solving abilities.
• Ability to manage multiple engagements and meet strict deadlines.

Preferred Experience

• HNW individual tax experience.
• Experience with trusts estates and gift taxation.
• Experience handling complex tax planning and projections.
• Multi-state tax experience.
• Experience working with closely held businesses and related entities.
• Business development and client relationship management experience.
• Candidates located in New York or New Jersey are highly preferred.