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Tax Manager - High Net Worth

The Greene GroupNew York, New York
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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Benefits
Career Development

Job Description

Tax Manager/Director - High Net Worth

Our client is a prominent and well known public accounting firm in New York City that provides a wide-range of traditional and non-traditional tax, accounting and advisory services.  This role provides an opportunity to join a high performing practice where you will use your expertise in taxation to provide compliance and consulting services to high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices.

Candidates must be familiar tax consulting for high net worth clients and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to the clients’ tax needs. With the support of the firm, you’ll have the opportunity to develop and pursue creative approaches to resolve client issues.

Qualifications:

  • Bachelor’s degree in Accounting or Finance
  • CPA License or JD required
  • 12+ years continuous public accounting or family office tax experience
  • Strong experience with high net worth clients (trust, estate, gift charity, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
  • Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required
  • Must be able to support financial growth efforts and manage a book of business

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FAQs About Tax Manager - High Net Worth Jobs at The Greene Group

What is the work location for this position at The Greene Group?
This job at The Greene Group is located in New York, New York, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Greene Group?
Employer has not shared pay details for this role.
What employment applies to this position at The Greene Group?
The Greene Group lists this role as a Full-time position.
What experience level is required for this role at The Greene Group?
The Greene Group is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by The Greene Group for this role?
The Greene Group offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The Greene Group?
You can apply for this role at The Greene Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.