Job Description
Tax Manager / Tax Director
📍 Location: Brooklyn, NY
💼 Focus: High-Net-Worth Individuals, Trusts, Estates & Family Office Clients
About the Role
We are seeking an experienced tax professional to lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals, trusts, estates, partnerships, and closely held businesses. This is a highly visible role offering exposure to sophisticated tax matters, wealth transfer strategies, and direct client advisory work.
Key Responsibilities
+ Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
+ Manage all aspects of tax compliance and reporting for private clients and family office relationships.
+ Conduct advanced tax research using Bloomberg Tax (BNA), IRS guidance, and other authoritative resources.
+ Identify tax-saving opportunities relat...
📍 Location: Brooklyn, NY
💼 Focus: High-Net-Worth Individuals, Trusts, Estates & Family Office Clients
About the Role
We are seeking an experienced tax professional to lead complex tax compliance, planning, and consulting engagements for high-net-worth and ultra-high-net-worth individuals, trusts, estates, partnerships, and closely held businesses. This is a highly visible role offering exposure to sophisticated tax matters, wealth transfer strategies, and direct client advisory work.
Key Responsibilities
+ Prepare and review complex federal, state, and local tax returns for high-net-worth individuals, trusts, estates, partnerships, and closely held entities.
+ Manage all aspects of tax compliance and reporting for private clients and family office relationships.
+ Conduct advanced tax research using Bloomberg Tax (BNA), IRS guidance, and other authoritative resources.
+ Identify tax-saving opportunities relat...