Tax Manager

Job Title: Tax Manager – Private Client Services

Location: Central New York - 3 days in office, 2 days remote

Position Type: Full-Time

Salary: $140,000 - $180,000 + benefits package

About The Team:

Are you an experienced Private Client Tax professional looking for a role where you can combine technical tax expertise, sophisticated tax planning and meaningful client relationships? My client are seeking a talented Tax Manager to join its growing Private Client Services (PCS) Group in the New York Metro area. This is an exciting opportunity for an ambitious tax professional currently working within public accounting who wants to take ownership of complex client engagements, work closely with high-net-worth individuals and families, and deliver tailored tax planning solutions that go beyond traditional compliance. You'll work alongside an experienced team of Associates, Senior Associates, Managers, Senior Managers and Partners, advising clients on a broad range of personal and business tax matters. The role offers excellent exposure to complex tax structures, sophisticated planning opportunities and clients who value a proactive, relationship-led approach.

What will you be doing?

• Managing multiple private client tax engagements from initial planning through to execution, review and final delivery.
• Overseeing complex federal and state individual income tax returns, ensuring accuracy, technical quality and timely completion.
• Advising high-net-worth individuals, families and business owners on tax-efficient strategies and longer-term tax planning.
• Working across a variety of structures, including individuals, corporations, partnerships, trusts, estates, fiduciary entities and foundations.
• Identifying tax planning opportunities and potential exposures, providing proactive recommendations to clients.
• Advising on the implications of new tax legislation and implementing appropriate planning strategies.
• Conducting and overseeing complex tax research relating to individual and business tax matters.
• Supporting clients with IRS and state tax enquiries, audits and correspondence.
• Preparing and reviewing interim tax projections and year-end tax planning strategies.
• Developing strong, long-term client relationships and acting as a trusted point of contact.
• Leading, supervising and mentoring Associates, Senior Associates and other members of the tax team.
• Managing engagement budgets, timelines, billing and overall client service delivery.

What are they looking for?

• At least 5 years' experience within a public accounting firm.
• Demonstrable experience within Private Client Services (PCS) – this is essential.
• Strong experience preparing and reviewing complex individual federal and state income tax returns.
• Exposure to high-net-worth individual taxation, trusts, estates, fiduciary returns and closely held business structures.
• A solid understanding of federal and state tax legislation, regulations and tax planning strategies.
• CPA or Enrolled Agent qualification.
• A Bachelor's degree in Accounting or a related discipline.
• Experience using CCH Axcess or similar tax preparation software.
• Strong communication, organisational and analytical skills.
• The confidence to manage client relationships, lead engagements and mentor more junior team members.

Why Choose Them?

• Generous paid time off.
• Expanded parental leave.
• Extensive learning and development opportunities.
• Paid time off for volunteering.
• Opportunities for ongoing professional development and career progression.
• Get involved in complex federal and state tax planning, trusts, estates, fiduciary matters and multi-entity structures.
• Take the lead on engagements and become a key point of contact for an established client portfolio.
• Work closely with Partners and senior leadership while supervising, mentoring and developing junior tax professionals.
• Enjoy a hybrid working environment, with an average expectation of three days per week in the office.

Ready for your next move?