Tax Senior Manager/Partner – High Net Worth – RemoteAdvice Personnel • New York, NY, United States

Tax Senior Manager / Partner – High Net Worth – Remote

Advice Personnel • New York, NY, United States

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Tax Senior Manager / Partner – High Net Worth – Remote

20 hours ago Be among the first 25 applicants

Direct message the job poster from Advice Personnel

Executive Recruiter at Advice Personnel - A&F - New York City

Tax Senior Manager / Partner – High Net Worth – Remote

A VC-Backed, AI-driven accounting and tax platform is seeking a Senior Manager or Partner to lead their HNW segment. The firm partners with Founders and C-Level Executives of VC and PE-backed businesses on everything related to their tax needs. This role will oversee a team of tax compliance professionals, all former Big-4 tax preparers, while focusing primarily on client relations and review. The firm would especially value someone who has prior experience working with stock options, RSUs, and equity compensation.

They operate on a fully remote basis.

Responsibilities :

Manage and oversee tax compliance and reporting for high-net-worth individuals.
Develop and implement effective tax strategies and planning solutions.
Conduct tax research and stay updated on tax regulations and compliance requirements.
Provide guidance on partnership taxation and structures.
Collaborate with wealth management teams to align investment strategies with tax efficiencies.
Develop financial planning strategies that consider risk management and tax implications.
Advise clients on trusts and estate planning matters to preserve wealth across generations.

Requirements

Undergraduate / Master’s degree in Accounting or Tax

5-8+ years of HNW Tax experience in CPA firm

CPA is a major plus

Strong attention to detail and strong organizational skills.

Proficiency in Microsoft Office (Word, Excel, as well as PowerPoint).

Team player and collaborator; excellent communications skills.

Must be motivated, organized, flexible and proactive.

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to : wcummings@adviceny.com

If you are not interested in this specific opportunity, but know of someone who might be, please share this ad with that individual. Referrals are always greatly appreciated.

Advice Personnel

Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm.

Seniority level

Director

Employment type

Full-time

Job function

Accounting / Auditing

Industries

Accounting, Venture Capital and Private Equity Principals, and Financial Services

Referrals increase your chances of interviewing at Advice Personnel by 2x

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