Tax Manager - Creative Financial Staffing

• CFS New York is working with a stable professional services organization looking for a Tax Manager to join their team! This is a hybrid role (2 days in office) working out of their Midtown, Manhattan office. The organization focuses on business planning, advisory and compliance services for wealthy families and generational wealth planning. They host breakfasts, lunches, happy hours, birthday celebrations and charity events as well! They are a very close-knit team with great benefits.

Role Responsibilities - Tax Manager

• Review tax procedures, engagement workpapers and financial statements
• Address questions on advanced technical accounting matters from team members and upper level client management
• Oversee staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
• Communicate with Partner on work status and client issues that arise
• Conduct research, consult with team members, draw conclusions and prepare memos based on target issues
• Top review of returns, workpapers, and issues
• Supervise, train and mentors tax staff

• 10+ years of hands-on tax experience
• CPA or Enrolled Agent
• Advanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.)
• Public accounting background is a plus
• Prior experience working with high-net-worth individuals is a plus
• Experience with CCH Tax software is a plus