Tax Manager- Ultra HNW and Family Office Services
CPS, Inc.
My client, a Top-20 national CPA firm is seeking a Tax Manager with extensive experience working with Ultra HNW individuals and family offices. The position is located in New York City and can be hybrid. Responsibilities High technical knowledge in review and preparation of complex individual 1040 returns, fiduciary 1041 returns, 706, 709, family partnership, private foundation, entity and foreign filing Experience with client facing, communicating with clients Scheduling work loads Leading engagements, being their point of contact Manage accounts, train, assign work to staff and communicate directly to clients and partners Research topics, communicate directly with tax authorities as needed, go out on proposals, be an expert in individual tax; identify client needs Responsible for billing and collections Mentors and supports the staff #J-18808-Ljbffr CPS, Inc.
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