What are the responsibilities and job description for the Tax Manager/Senior Manager - Private Client Services position at Tandym Group?
A professional services firm in New York City is currently seeking an experienced Tax professional to join their Private Client Services (PCS) team as a Tax Manager / Senior Manager. In this role, the Tax Manager / Senior Manager will be responsible overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Responsibilities :
The Tax Manager / Senior Manager will :
Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
Provide training and supervision to staff members, including reviewing and evaluating their work.
Actively solicit new client relationships and participate in client / potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Perform other duties, as needed Qualifications :
5 years of Tax Compliance experience with a specialization in Individual, Fiduciary, Estate and Gift Taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required
Comprehensive knowledge of Hedge Fund K-1 treatment
Working understanding of Trusts, Estates, Gifts, and Charitable Entities
