Tax Senior Manager/Partner – High Net Worth – Remote - Advice Personnel : Job Details

Tax Senior Manager/Partner – High Net Worth – RemoteTax Senior Manager/Partner – High Net Worth – Remote

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Executive Recruiter at Advice Personnel - A&F - New York City

Tax Senior Manager/Partner – High Net Worth – Remote

A VC-Backed, AI-driven accounting and tax platform is seeking a Senior Manager or Partner to lead their HNW segment. The firm partners with Founders and C-Level Executives of VC and PE-backed businesses on everything related to their tax needs. This role will oversee a team of tax compliance professionals, all former Big-4 tax preparers, while focusing primarily on client relations and review. The firm would especially value someone who has prior experience working with stock options, RSUs, and equity compensation.

They operate on a fully remote basis.

Responsibilities:

• Manage and oversee tax compliance and reporting for high-net-worth individuals.
• Develop and implement effective tax strategies and planning solutions.
• Conduct tax research and stay updated on tax regulations and compliance requirements.
• Provide guidance on partnership taxation and structures.
• Collaborate with wealth management teams to align investment strategies with tax efficiencies.
• Develop financial planning strategies that consider risk management and tax implications.
• Advise clients on trusts and estate planning matters to preserve wealth across generations.

Requirements

• Undergraduate/Master's degree in Accounting or Tax
• 5-8+ years of HNW Tax experience in CPA firm
• CPA is a major plus
• Strong attention to detail and strong organizational skills.
• Proficiency in Microsoft Office (Word, Excel, as well as PowerPoint).
• Team player and collaborator; excellent communications skills.
• Must be motivated, organized, flexible and proactive.

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to: [email protected]

If you are not interested in this specific opportunity, but know of someone who might be, please share this ad with that individual. Referrals are always greatly appreciated.

Advice Personnel

*Celebrating over 40 years as New York's trusted boutique executive recruiting & staffing firm.

Seniority level

• Seniority levelDirector

Employment type

• Employment typeFull-time

Job function

• Job functionAccounting/Auditing
• IndustriesAccounting, Venture Capital and Private Equity Principals, and Financial Services

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