What are the responsibilities and job description for the SENIOR TAX MANAGER / DIRECTOR position at Insite US?
We are seeking an experienced Senior Tax Manager / Director to join our clients mid-sized CPA firm in Manhattan. The ideal candidate will provide sophisticated tax planning and compliance services to high-net-worth individuals and their related entities while leading engagement teams and contributing to the firm's strategic growth.
Primary Responsibilities
Lead complex tax engagements for high-net-worth individuals, their families, and related business entities, including partnerships, corporations, and trusts
Develop and implement comprehensive tax planning strategies for clients with sophisticated financial portfolios, including investment partnerships, real estate holdings, and closely-held businesses
Oversee multiple engagement teams simultaneously, ensuring quality control and timely delivery of deliverables
Serve as a key point of contact for high-profile clients, their family offices, and their advisors
Direct tax research on complex issues and author technical memoranda
Lead the review process for complex tax returns, including Forms 1040, 1065, 1120, 1120S, and 706
Identify and implement tax-saving opportunities through sophisticated tax planning techniques
Mentor and develop managers and staff, providing technical guidance and career development support
Contribute to practice development initiatives and maintain strong client relationships
Participate in firm management decisions and strategic planning
Required Qualifications
8 years of public accounting experience with significant focus on high-net-worth individual taxation
CPA license and Master's degree in Taxation or equivalent
Comprehensive knowledge of individual, partnership, corporate, trust, and estate taxation
Strong technical experience with :
Complex investment partnerships and alternative investments
Real estate partnerships and Section 1031 exchanges
Estate and gift tax planning
Multi-state taxation issues
International tax planning and compliance
Family office structures and private foundations
Technical Expertise
Advanced knowledge of tax research platforms (RIA Checkpoint, CCH IntelliConnect, BNA)
Proficiency with tax preparation software (GoSystem, UltraTax, ProSystem fx Tax)
Experience with tax provision calculations and analysis
Strong understanding of tax technology and workflow optimization tools
Outstanding written and verbal communication skills
Proven ability to explain complex tax concepts to non-tax professionals
Strong presentation skills for client meetings and internal training
Demonstrated success in mentoring and developing staff
History of contributing to practice growth and client base expansion
Business Development
Track record of identifying and securing new business opportunities
Experience in proposal development and pitch presentations
Ability to expand existing client relationships through cross-selling opportunities
Network within the high-net-worth and family office community
Management Responsibilities
Direct and develop a team of tax professionals
Participate in staff evaluations and career development planning
Contribute to department budgeting and resource allocation
Assist in establishing and implementing firm policies and procedures
Collaborate with other practice areas to ensure integrated client service
Compensation & Benefits
Competitive base salary commensurate with experience level
Partnership track potential
Comprehensive benefits package including :
Premium health, dental, and vision insurance
401(k) with substantial employer match
Generous PTO policy
Professional development allowance
Hybrid work schedule
Work Environment
Collaborative, professional atmosphere in Midtown Manhattan
Hybrid work arrangement available
Modern technology infrastructure
Emphasis on work-life balance outside of peak tax seasons
The ideal candidate will combine technical expertise with strong leadership abilities and business acumen. They will be expected to play a key role in the firm's growth while maintaining the highest standards of client service and professional development.
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