Tax Manager – Financial Services (cpa firm) - Hybrid

The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals. The individual will also work closely with the CFO of the fund to handle the tax planning and compliance function of the management company.

This individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise.

• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise.
• Provide primary review of complex tax returns and maintain client contact.
• Maintain and foster relationships with clients, staff, and outside third-party client vendors.
• Tax planning, preparation and research for our high-net-worth individuals and related business entities including partnerships, have a thorough understanding of how to regard a hedge-fund K-1 as well as some knowledge of trusts, estates, gifts, and charitable entities.
• Review tax returns and work papers prepared by staff.
• Train and supervise staff along with reviewing and evaluating their work.
• Keep abreast of legislative and tax policy changes at both Federal and State levels.
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