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Lead Advisor · 6 hours ago

Tax Manager

New York, NY

Full-time

Onsite

Mid, Senior Level

$115K/yr - $140K/yr

5+ years exp

Lead Advisor, LLC is a wealth management focused consulting and search firm, and they are seeking a Tax Manager for their client, a growing wealth management firm in New York. The role involves providing tax planning, compliance, and advisory services to high net-worth clients, while ensuring compliance with federal and state tax regulations.

ConsultingHuman ResourcesWealth Management

Responsibilities

Provide tax planning, compliance, and advisory services to high net-worth and Family Office clients

Review and file a variety of tax returns—including but not limited to Forms 1040, 1041, 1065, and 1120-S—ensuring accuracy and timely submission to the appropriate tax authorities

Signer of tax returns where deemed appropriate by Tax Directors

Participate in client meetings to address tax related inquiries and provide strategic recommendations, with support from senior tax leadership as needed

Collaborate with advisors and internal teams to ensure comprehensive compliance with federal and state tax regulations

Identify tax planning opportunities and assist in implementing strategies under the direction of senior team members

Conduct research on complex federal and state tax issues and prepare clear, well documented responses to client questions

Provide limited mentoring and guidance to junior staff on tax engagements

Continue to sharpen technical tax skills through ongoing learning and exposure to complex tax matters

Qualification

Enrolled Agent designationTax planningCompliancePublic accounting experienceActive CPAJD certificationCCH AxcessCCH WorkflowHolistiplanPrioritization skillsMS Office proficiencyDetail-orientedTime management