Tax Manager, Financial Services

Our client is a public accounting firm. They seek a Tax Manager to join their Manhattan, NY office.ResponsibilitiesCollaborate with clients to deliver tailored tax planning, consulting, and compliance solutionsReview complex tax returns and maintain ongoing communication with high-net-worth individuals and related entitiesCultivate relationships with clients, internal teams, and external service providers to support quality service deliveryPrepare and analyze tax planning strategies for individuals, partnerships, hedge fund K-1s, trusts, estates, gifts, and charitable entitiesEvaluate staff-prepared tax returns and workpapers to ensure accuracy and complianceGuide team members through training, supervision, and performance feedbackResearch federal and state tax developments to identify impacts on client strategies and compliance requirementsRequirementsBachelor’s degree in Accounting from an accredited college/university required7+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client servicesWorking knowledge of foreign reporting requirements, including forms such as 926, 8865, 8938, 5471, 8621, 8886, and FBARGeneral understanding of pass-through entity taxation at both the individual and entity levelStrong technical expertise in individual, trust, estate, and gift taxationProficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)Knowledge of ProSystems FX preferredJob ID # 48398Tagged as: Hybrid Remote/OfficeDate Posted:Posted on July 7, 2026Location:New York, NY 10167, USAJob Title:Tax Manager, Financial ServicesSalary:$125,000 - $200,000