brewer morrisLibertyville, IL
Senior Tax Manager
$200,000 - $220,000
Apply (opens in a new tab)Senior Tax Manager
Senior Tax Manager
brewer morrisLibertyville, IL
Apply for this role (opens in a new tab)today
$200,000 - $220,000
Job Description: Principal Tax Manager | HNW Family Office | New York, NY (Hybrid)
We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager (Senior Manager) to join its growing New York team.
This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team.
What You'll Do:
Review complex individual income tax returns, including multi-state filings
Oversee and review gift, trust, partnership, corporate, and private foundation tax returns
Prepare and review quarterly tax projections, estimated tax calculations, and extensions
Advise high-net-worth individuals and families on tax planning opportunities and financial matters
Conduct tax research and develop solutions for complex tax issues
Assist clients with tax notices, audits, and regulatory matters
Support foreign tax reporting and compliance requirements
Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team
Participate in special projects, including forensic accounting and matrimonial analyses
Develop and maintain long-term client relationships while delivering an exceptional client experience
What We're Looking For:
CPA designation required
7+ years of high-net-worth tax preparation and review experience
Strong experience with complex individual, trust, gift, partnership, and entity taxation
Advanced tax planning and technical research capabilities
Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent communication and relationship-management skills
Ability to thrive in a fast-paced, client-focused environment
Busy Season Hours:
Approximately 45 hours per week.
Emphasis on maintaining reasonable non-billable hour expectations.
Non-busy season 40 hours per week
Compensation & Benefits
Base Salary: $200,000 - $220,000 + 10-20% Bonus
Comprehensive benefits package includes:
Medical, dental, and vision coverage starting on day one
401(k) with employer match
Flexible PTO
Parental leave
Professional development and continuing education support
Commuter benefits
Community engagement and volunteer opportunities
If you're a high-net-worth tax professional seeking a leadership opportunity with significant client exposure, a collaborative culture, and strong long-term growth potential, I'd welcome a confidential conversation.
Also on the board Same function, level within a rung
Level
Lead
Salary
$200,000 - $220,000
Location
Libertyville, IL
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
today