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Open nowFirst seen 2 days ago

Tax Supervisor | Manager

Sivad Consulting48 open roles

Where
New York, New York, United States
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Your applicationOpen nowTax Supervisor | ManagerSivad Consulting · New York, New York, United States

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 2 days ago

The posting

Tax Supervisor/Manager – New York, NY

Salary Range: $125,000 - $155,000

Seeking an experienced High Net Worth Tax Supervisor/Manager to oversee complex tax engagements for high-net-worth individuals, families, trusts, estates, gifts, partnerships, and related entities. The ideal candidate will have strong experience working with high-net-worth clients and a background in tax compliance, review, tax planning, advisory services, client management, staff supervision, and business development.

Key Responsibilities

  • Oversee tax engagements from initial planning through completion, ensuring deadlines and client expectations are met.
  • Develop a strong understanding of clients' businesses, financial situations, and tax objectives.
  • Prepare, review, and manage tax deliverables, including tax returns, extensions, tax planning calculations, and related work.
  • Work with various entity types, including:
  • High-net-worth individuals, Trusts and estates, C-Corporations,
  • S-Corporations, Partnerships, Multi-state entities
  • Prepare and review complex tax planning projections for individuals and business entities.
  • Prepare and review complex U.S., multi-state, and international income tax returns.
  • Manage and monitor client deliverables, deadlines, and engagement workflow.
  • Conduct complex tax research and prepare technical memoranda outlining findings and conclusions.
  • Communicate with the IRS and state tax agencies regarding audits, inquiries, tax notices, and other client matters.
  • Delegate projects to staff based on their skills and workload.
  • Provide technical accounting and tax guidance to staff as needed.
  • Supervise, mentor, and assist with the professional development of tax staff.
  • Communicate directly with clients, colleagues, management, and IRS representatives regarding various tax matters.
  • Develop and maintain strong relationships with existing clients.
  • Assist with business development activities, including:
  • Meeting with prospective and existing clients
  • Preparing fee quotes and proposals
  • Evaluating client needs
  • Identifying additional tax and advisory opportunities
  • Maintaining strong knowledge of tax software, processes, and engagement workflows.
  • Assist with employee training, onboarding, and ongoing technical development.
  • Participate in consulting engagements and special projects as requested by management and clients.
  • Work closely with Partners and other members of the tax department.

Required Qualifications

  • CPA or EA required.
  • Bachelor's or Master's degree in Accounting or a related field.
  • 5–7+ years of public accounting experience.
  • Strong experience with individual, corporate, and partnership taxation.
  • Previous experience working with high-net-worth individuals and families.
  • Experience with tax compliance, tax review, planning, and advisory services.
  • Strong client-management and communication skills.
  • Experience supervising, mentoring, and developing tax professionals.
  • Strong analytical, research, and problem-solving abilities.
  • Ability to manage multiple engagements and meet strict deadlines.

Preferred Experience

  • HNW individual tax experience.
  • Experience with trusts, estates, and gift taxation.
  • Experience handling complex tax planning and projections.
  • Multi-state tax experience.
  • Experience working with closely held businesses and related entities.
  • Business development and client relationship management experience.
  • Candidates located in New York or New Jersey are highly preferred.
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