Tax Manager- HNW & Financial Services
Spartan Placements, LLC
Job Description
Job Description
Tax Manager: UHNW/Private Client Services
New York, NY
We're looking for an experienced Tax Manager to advise ultra-high-net-worth individuals, families, and investment professionals on complex tax planning and compliance matters. This role offers the opportunity to build trusted client relationships, lead a team, and work on sophisticated tax strategies across private equity, hedge funds, and other investment structures.
Qualities:
- 7+ years of public accounting experience in Private Client Services, Family Office, or High-Net-Worth taxation.
- Active CPA or EA required (MST, JD, or LLM is a plus).
- Strong expertise in individual, partnership, trust, estate, and gift taxation.
- Experience working with hedge funds, private equity, investment partnerships, or family offices.
- Knowledge of foreign reporting requirements (FBAR, Forms 5471, 8938, 8621, etc.).
- Strong leadership, communication, and relationship-building skills.
- Ability to work in the New York City office at least 3 days per week.
Responsibilites:
- Advise high-net-worth individuals and investment professionals on tax planning, compliance, and consulting strategies.
- Review complex individual, partnership, trust, and related tax returns.
- Collaborate with clients and advisors to deliver proactive tax solutions.
- Mentor and develop staff while managing multiple client engagements.
- Stay current on tax law changes and identify planning opportunities that add value for clients.
Why This Opportunity?
- Work with sophisticated high-net-worth and financial services clients.
- Expand your expertise in complex tax planning and advisory work.
- Build lasting client relationships while mentoring the next generation of tax professionals.
- Advance your career in a collaborative, client-focused environment.
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
Vacancy posted 3 days ago
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