Tax Manager

New York, NY

Job Description

  • Provide tax compliance services including both preparation and review of Federal and multi- States 1040s, 1065s, 1120Ss, 709s and 1041s 
  • Participate in and contribute to tax planning and consulting meetings with the highest level outside attorneys and accounting firms as it relates to partnership, individual, trust and estate tax and planning matters. 
  • Prepare and analyze comprehensive quarterly income tax projections for multiple scenarios to determine the optimal tax planning strategies to recommend to individual clients. 
  • Research and interpret tax laws and regulations to ensure compliance and identify tax-saving strategies at federal, state, local and levels. 
  • Successfully research complex tax issues, applying findings to projects, and clearly communicating those findings in writing 
  • Help to identify and develop tax strategies to best mitigate losses related to tax basis and at-risk IRS rules. 
  • Manage ad hoc projects including tax audits, transaction structuring, and implementation of various tax planning strategies. 
  • Assist and be proactive in managing deadlines. 


  • Bachelor’s Degree in Accounting, Master of Taxation a plus, CPA preferred 
  • 10+ years of public accounting or family office tax experience preparing/reviewing returns 
  • In depth knowledge of closely held investment partnership, S Corp, individual, gift, trust and estate tax laws as well as planning strategies 
  • Strong verbal and written communication skills with the ability to articulate complex information and tax law 
  • “Hands on” mentality and willingness to operate at all levels in the compliance workstream 


Family Office
Long Island


$175,000 - $200,000

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