Our client is 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

• Maintain 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.

• Bachelor's or Master's degree in Accounting or a related field.

• 5–7+ 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.

Benefits

• Flexible work arrangements, including Remote/WFH/Hybrid options where applicable

• Competitive base salary

• Paid time off, sick time, and holidays

• Medical, dental, and vision insurance

• Flexible Spending Account options, including HRA, FSA, and/or HSA

• Employee wellness programs

• Summer flexible schedule

• Employer 401(k) contribution

• CPA licensure support and incentives

• Professional development and career growth opportunities

• Volunteer and community involvement opportunities