Tax Manager - Private Client Services

Job Description

Tax Manager – Private Client Services

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Location: New York (Hybrid)

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Advance Your Career with a Growing Public Accounting Firm

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A nationally recognised public accounting and advisory firm is looking for an experienced Tax Manager to join its Private Client Services team. This is an exciting opportunity to work with high-net-worth individuals, family offices, business owners, trusts, estates, and privately held companies, delivering strategic tax solutions and exceptional client service.

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If you enjoy leading client engagements, mentoring talented professionals, and providing proactive tax planning, this role offers the opportunity to make a meaningful impact while progressing your career within a collaborative and forward-thinking environment.

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The Role

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As a Tax Manager, you will oversee a portfolio of private clients, managing tax compliance and advisory engagements from planning through completion. You'll work closely with senior leadership to develop long-term tax strategies while supporting the growth and development of junior team members.

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Key Responsibilities

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• Manage multiple tax engagements for individuals, closely held businesses, partnerships, corporations, trusts, estates, and family offices.
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• Lead engagements from initial planning through final delivery, ensuring projects are completed on time and within budget.
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• Review complex federal and state tax returns while providing practical planning strategies tailored to each client's objectives.
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• Develop proactive tax-saving opportunities and long-term planning solutions.
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• Conduct technical tax research and advise clients on the impact of new legislation and regulatory changes.
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• Support clients through IRS and state tax examinations, notices, and correspondence.
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• Prepare and review quarterly tax projections and year-end planning strategies.
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• Build and maintain trusted relationships by delivering responsive, high-quality client service.
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• Supervise, mentor, and develop Tax Seniors, Associates, and junior staff through coaching and technical guidance.
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• Collaborate with partners on business development initiatives, client presentations, and proposal opportunities.
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• Contribute to improving internal processes and promoting best practices across the tax department.
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About You

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We're looking for an experienced tax professional who brings both technical expertise and strong leadership skills. Ideally, you'll have:

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• Bachelor's degree in Accounting, Finance, or a related discipline.
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• CPA or Enrolled Agent (EA) qualification.
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• Five or more years of public accounting experience with a strong background in Private Client Services.
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• Experience advising high-net-worth individuals, family offices, trusts, estates, and privately owned businesses.
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• Strong knowledge of federal and state tax compliance and planning.
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• Experience using professional tax software such as CCH Axcess or similar platforms.
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• Excellent analytical, organisational, and project management skills.
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• Outstanding communication and relationship-building abilities.
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• Proven ability to manage multiple client engagements while mentoring and developing team members.
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What's on Offer

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• Competitive salary ranging from $145,000 to $175,000 , depending on experience.
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• Performance-based bonus opportunities.
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• Hybrid working model with flexibility to support work-life balance.
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• Comprehensive medical, dental, and vision insurance.
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• Employer-sponsored retirement savings plan.
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• Generous paid time off and paid holidays.
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• Enhanced parental leave and family-friendly benefits.
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• Ongoing learning, technical training, and leadership development programmes.
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• Clear opportunities for career progression within a nationally recognised public accounting firm.
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• Inclusive, collaborative culture where innovation, professional development, and client success are highly valued.
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If you're looking for a leadership role where you can advise sophisticated private clients, develop future talent, and contribute to the continued growth of a respected public accounting firm, we'd welcome your application.