What are the responsibilities and job description for the Tax Manager position at Insite US?
We are a partnered with a boutique CPA firm focused on providing personalized tax and advisory services to high-net-worth individuals and their businesses. Their collaborative environment and commitment to excellence create an ideal setting for professionals seeking long-term career growth.
Position Overview
They are seeking an experienced Tax Manager to join their growing boutique CPA firm in Long Island, NY. The ideal candidate will manage complex tax engagements for high-net-worth individuals and their associated entities while mentoring junior staff and contributing to the firm's continued growth.
Key Responsibilities
- Lead complex tax planning and compliance engagements for high-net-worth individuals, their families, and related business entities
- Provide sophisticated tax advisory services, including multi-state taxation, trust and estate planning, and investment structure optimization
- Review tax returns, projections, and estimates prepared by staff accountants
- Develop and maintain strong client relationships, serving as a trusted advisor
- Mentor and supervise tax staff, providing technical guidance and professional development support
- Identify and implement process improvements to enhance efficiency and quality control
- Stay current with tax law changes and ensure compliance with federal, state, and local regulations
Required Qualifications
- CPA license required
- 7 years of public accounting experience with significant focus on high-net-worth individual taxation
- Comprehensive knowledge of individual, trust, estate, and business taxation
- Strong experience with tax planning strategies for individuals with $5M net worth
- Proven track record of managing complex tax engagements and client relationships
- Excellent project management and team leadership skills
- Advanced proficiency in tax software and research tools
Preferred Qualifications
- Master's degree in Taxation or related field
- Experience with international tax planning and compliance
- Knowledge of financial planning and wealth management concepts
- Background in trust and estate planning
Career Development
This position offers exceptional growth potential within our firm, including:
- Clear path to Senior Manager and Partner positions
- Opportunity to build and lead your own client portfolio
- Involvement in firm management and strategic planning
- Continuous professional development and specialized training
- Mentorship from senior partner
Benefits
- Competitive base salary with performance-based bonuses
- Comprehensive health, dental, and vision insurance
- 401(k) with employer match
- Paid time off and holidays
- Professional development allowance
- Life and disability insurance
