What are the responsibilities and job description for the Tax Manager position at White Tiger Connections Inc.?
About the Firm:
Our client is a boutique tax and accounting firm based in Mineola, NY, specializing in providing high-quality tax advisory, compliance, and review services to high-net-worth individuals (HNWI) and closely held businesses. The firm prides itself on personalized service and proactive tax planning for clients with complex financial needs, including those with a minimum discretionary income of $1 million .
Role Summary:
We are looking for an experienced Tax Manager to provide tax advisory, compliance, and review services to high-net-worth clients and closely held businesses. The ideal candidate will manage multiple client engagements, ensuring high-quality service and compliance while actively contributing to the firm's growth.
Key Responsibilities
Tax Advisory:
- Provide tax planning and advisory services to high-net-worth individuals and closely held businesses, focusing on areas such as wealth transfer strategies, estate planning, and charitable giving.
- Develop and implement tax-saving strategies that align with the unique needs of clients with significant wealth.
Tax Review:
- Review tax returns prepared by junior team members, ensuring accuracy and adherence to federal, state, and local tax regulations.
- Ensure the timely completion of all client engagements while maintaining the highest quality of work.
- Provide support and guidance to junior team members, helping them understand complex tax issues and grow their expertise.
Tax Compliance:
- Prepare and review complex individual, corporate, and partnership tax returns, focusing on high-net-worth clients and their closely held businesses.
- Perform tax research to remain up to date on new tax regulations and provide accurate advice to clients.
- Assist in managing client relationships, including resolving issues with tax authorities and coordinating audit engagements as necessary.
Qualifications:
- CPA or EA designation preferred.
- Minimum of 5 years of experience in tax compliance, advisory, and review roles, preferably serving high-net-worth individuals and closely held businesses.
- Strong understanding of federal, state, and local tax regulations, with a focus on tax planning and compliance for clients with discretionary income exceeding $1 million.
- Experience with accounting advisory or compilation/review is a plus, but not required.
- Strong communication skills, with the ability to effectively interact with clients and team members.
Why Join This Firm?
- Growth Opportunity: Be part of a growing firm with the potential for future equity or succession opportunities for a motivated candidate.
- Collaborative Team: Work in a small, supportive team where your expertise and contributions are highly valued.
- Challenging Work: Engage in sophisticated tax work for high-net-worth individuals and businesses, providing a challenging and rewarding career path.