Tax Manager
Full-time
JCW Group
About the Job
A leading independent wealth management company is looking to hire a Tax Manager . This is an exciting opportunity to work in a multi-family office and support high-net-worth individuals.
This role is based in NYC, with a hybrid working schedule.
Responsibilities
- Prepare individual tax returns for high-net-worth clients and oversee related compliance matters.
- Prepare quarterly tax projections and identify tax planning opportunities.
- Provide tax advice and respond to client queries.
- Monitor relevant tax legislation and regulatory developments.
- Liaise with federal and state tax authorities to resolve tax notices.
- Support the development and mentoring of junior team members.
- Deliver a high level of client service and build strong client relationships.
Qualifications
- 5+ years' experience in high-net-worth individual tax.
- Strong knowledge of gift, GST, private foundation and partnership taxation.
- Experience with alternative investments and financial products, including equities, bonds, options and derivatives.
- Proficiency in GoSystem Tax RS or similar tax software.
- Strong tax research, analytical and Microsoft Office skills.
- Excellent communication, organization and client relationship skills.
- Proactive, motivated and committed to delivering exceptional client service.
If you're interested in learning more about this position or have questions about the market, message me directly or email View email address on click.appcast.io
Vacancy posted 4 days ago
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