New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
About The PositionWe are seeking a highly skilled and motivated Tax Supervisor to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions.
Responsibilities

• Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
• Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
• Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
• Develop and implement comprehensive tax strategies to optimize clients' financial positions.
• Supervise and mentor junior staff, providing technical guidance and fostering professional development.
• Collaborate with partners and senior management to develop and implement training programs for staff members.
• Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
• Conduct research on complex tax issues and provide innovative solutions to clients.

QualificationsEducation:

• Bachelor’s degree in accounting, finance, or related field; CPA certification preferred.

Experience

• 4 years of experience in tax compliance and advisory services for high-net-worth individuals and families.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Exceptional client relationship management abilities.
• Proficiency in tax software and Microsoft Office Suite.
• Strong leadership and team management skills.

Compensation

• Competitive annual salary in the range of $115,000 to $142,000 based on the individual’s experience level.

Attributes

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.