Tax Manager

Job Description Tax Family Office Senior Associate (Tax Manager)

Make sure to apply with all the requested information, as laid out in the job overview below.
High Net Worth & Family Office Services | New York, NY

We are partnering with a highly respected Top 10 wealth management firm , and the family office division is seeking a Tax Family Office Senior Associate (Tax Manager) to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation.

What Youll Be Doing

Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings

Assist with tax planning, projections, estimated tax calculations, and year-round advisory services

Respond to tax notices and support IRS and state tax audits

Conduct tax research and participate in special projects

Review payroll tax filings and information returns

Support forensic accounting and financial analyses related to matrimonial matters

Provide business management and financial administration services to high-net-worth individuals and families

Review financial statements, budgets, cash flow analyses, spending reports, and financial plans

Build and maintain strong client relationships while serving as a trusted advisor

Collaborate with attorneys, investment advisors, accountants, and other members of a clients professional services team

Manage workflow, client engagements, billing, and overall profitability of assigned accounts

What Were Looking For

Bachelors degree in Accounting required; Masters in Taxation preferred

CPA preferred

5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment

Strong experience preparing and reviewing complex individual income tax returns

Knowledge of tax planning, financial planning, and financial administration concepts

Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)

Strong organizational skills with exceptional attention to detail

Ability to manage multiple priorities and deadlines in a client-focused environment

Excellent communication and relationship-building skills

Why Consider This Opportunity?

This role offers much more than tax compliance. Youll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. Its an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environment.

Busy Season Hours:

Approximately 45 hours per week .

Emphasis on maintaining reasonable non-billable hour expectations. xmvmafu

Non-busy season 40 hours per week

Compensation & Benefits

Base Salary: $120,000 - $170,000 + 10-15% Bonus

Comprehensive Benefits Include:

Medical, dental, and vision coverage starting on day one

401(k) with employer match

Flexible PTO

Parental leave

Professional development and continuing education support

Commuter benefits

Community engagement and volunteer opportunities

If youre a high-net-worth tax professional looking to take the next step in your career with a premier wealth management platform, Id love to connect.