Tax Manager HNW (2days Park Ave)

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  • New York
  • Today
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    Skills

    • Accountingunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Cost Controlunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Develop and Maintain Customersunmatched
    • Employee Benefitsunmatched
    • Establish Prioritiesunmatched
    • Financial Planningunmatched
    • Flexible Spending Accountsunmatched
    • Healthcare Managementunmatched
    • High Net Worthunmatched
    • Interpersonal Skillsunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Mergers and Acquisitionsunmatched
    • Needs Assessmentunmatched
    • Performance Reviewsunmatched
    • Problem Solving Skillsunmatched
    • Public Accountingunmatched
    • Research Skillsunmatched
    • Retirement Planningunmatched
    • Startupunmatched
    • Tax Returnsunmatched
    • Team Playerunmatched
    • Technical Researchunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description


    Tax Manager (HNW)

    Midtown Manhattan, NYC (Near Park Ave/57th St.)

    We are a thriving boutique accounting firm located on Park Avenue in Midtown Manhattan. We are seeking a dedicated and experienced Tax Manager with over 5 years of public accounting expertise, specifically servicing high net worth individual clients. As a rapidly growing firm, we provide a unique opportunity for professionals with leadership skills and long-term growth goals.

    Why Join us:

    • Sophisticated Clientele: Work with a diverse range of clients, including high net worth individuals, families, and businesses of all sizes.
    • Varied Tax Matters: Unlike larger firms, you will be exposed to a wide spectrum of tax matters, allowing for continuous professional development without being confined to one area.
    • Special Projects and Research: Engage in special projects and research related to M&A deals, business start-ups, accounting, entity selection, and financial planning.
    • Collaborative Environment: Benefit from a small firm, nurturing environment, where you will work directly with partners and have access to the best research tools.

    Position Highlights:

    • Career Growth: Control your own professional growth in an outcome-focused environment.
    • Client-Centric Approach: Focus on adding value to clients through common sense, ownership, passion, and exceptional client service.
    • Diverse Responsibilities: Review complex tax returns for high net worth individuals, trusts, and estates. Lead project and engagement management. Train and mentor tax associates. Maintain primary client contact throughout the year.

    Qualifications:

    • Education: Bachelors degree in accounting from a reputable accounting program (masters in taxation is a plus).
    • Experience: 5+ years of experience in a CPA firm.
    • Leadership Skills: Experience in supervising, training, and mentoring staff, including participating in performance reviews.
    • Technical Skills: Excellent technical and research skills.
    • Communication: Excellent interpersonal skills with the ability to effectively communicate with clients. Strong writing skills for addressing tax notices.
    • Time Management: Great time management skills with the ability to prioritize.
    • Independence: Ability to work independently as well as in a team environment.

    Compensation and Benefits:

    • Competitive salary (commensurate with experience).
    • Eligibility for an annual bonus.
    • Comprehensive benefits package including medical, dental, vision, 401(k), profit sharing, tuition reimbursement, and paid time off.

    Join us for an exciting opportunity to contribute to a growing firm and advance your career in a collaborative and dynamic environment.


    Package Details

    we invite you to seize the opportunity to:

    • Diverse Client Exposure: Work on clients spanning a wide spectrum of industries, gaining valuable insights and expertise across various business sectors.
    • End-to-End Engagement Participation: Engage in all facets of an engagement, from its inception to completion, allowing for a comprehensive understanding of the entire process.
    • Direct Learning from Experts: Learn directly from seasoned partners and senior staff members, benefitting from their wealth of experience and industry knowledge.
    • Client Interaction and Responsibility: Interact directly with clients, taking on direct client responsibilities to develop a deeper understanding of their needs and contribute to their success.
    • Professional Development: Evolve into a more well-rounded professional by tackling diverse accounting issues, broadening your skill set, and enhancing your problem-solving abilities.
    • Involvement in High-Level Matters: Contribute to high-level matters that make a significant impact, showcasing your skills and advancing your professional capabilities.

    Advance Your Career:

    advancement is based on merit and excellence, ensuring that your dedication and outstanding performance are recognized and rewarded.

    Our Comprehensive Benefit Package:

    • Competitive Compensation: Enjoy a competitive salary and semi-annual bonuses as a testament to your contributions and commitment.
    • Continuous Learning: Access continuing professional education opportunities to stay ahead in your field and continually enhance your skills.
    • Health and Wellness: Benefit from medical, dental, and vision coverage to support your overall well-being.
    • Financial Flexibility: Utilize a flexible spending account to manage healthcare costs efficiently.
    • Financial Security: Gain peace of mind with life and long-term disability coverage.
    • Retirement Planning: Plan for your future with a 401(k) and profit-sharing plan, ensuring financial security in your retirement years.

    A Collaborative and Dynamic Environment:

    Immerse yourself in an open, friendly, small-firm atmosphere while working with sophisticated business clients from diverse industries. Whether you're a seasoned professional or embarking on the early stages of your career, we encourage you to explore the exciting opportunities we offer. Join us in shaping a rewarding and fulfilling professional journey.

    Numbers & Facts

    LocationNew York
    Websitehttps://swellrecruit.com/

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