Senior Tax Manager / Director at Insite US

We are seeking an experienced Senior Tax Manager/Director to join our clients mid-sized CPA firm in Manhattan. The ideal candidate will provide sophisticated tax planning and compliance services to high-net-worth individuals and their related entities while leading engagement teams and contributing to the firm's strategic growth.

Primary Responsibilities

• Lead complex tax engagements for high-net-worth individuals, their families, and related business entities, including partnerships, corporations, and trusts
• Develop and implement comprehensive tax planning strategies for clients with sophisticated financial portfolios, including investment partnerships, real estate holdings, and closely-held businesses
• Oversee multiple engagement teams simultaneously, ensuring quality control and timely delivery of deliverables
• Serve as a key point of contact for high-profile clients, their family offices, and their advisors
• Direct tax research on complex issues and author technical memoranda
• Lead the review process for complex tax returns, including Forms 1040, 1065, 1120, 1120S, and 706
• Identify and implement tax-saving opportunities through sophisticated tax planning techniques
• Mentor and develop managers and staff, providing technical guidance and career development support
• Contribute to practice development initiatives and maintain strong client relationships
• Participate in firm management decisions and strategic planning
  
  

Required Qualifications

• 8+ years of public accounting experience with significant focus on high-net-worth individual taxation
• CPA license and Master's degree in Taxation or equivalent
• Comprehensive knowledge of individual, partnership, corporate, trust, and estate taxation
• Strong technical experience with:
  • Complex investment partnerships and alternative investments
  • Real estate partnerships and Section 1031 exchanges
  • Estate and gift tax planning
  • Multi-state taxation issues
  • International tax planning and compliance
  • Family office structures and private foundations
    
    

Technical Expertise

• Advanced knowledge of tax research platforms (RIA Checkpoint, CCH IntelliConnect, BNA)
• Proficiency with tax preparation software (GoSystem, UltraTax, ProSystem fx Tax)
• Experience with tax provision calculations and analysis
• Strong understanding of tax technology and workflow optimization tools
  
  

Leadership & Communication Skills

• Exceptional client relationship management abilities
• Outstanding written and verbal communication skills
• Proven ability to explain complex tax concepts to non-tax professionals
• Strong presentation skills for client meetings and internal training
• Demonstrated success in mentoring and developing staff
• History of contributing to practice growth and client base expansion
  
  

Business Development

• Track record of identifying and securing new business opportunities
• Experience in proposal development and pitch presentations
• Ability to expand existing client relationships through cross-selling opportunities
• Network within the high-net-worth and family office community
  
  

Management Responsibilities

• Direct and develop a team of tax professionals
• Participate in staff evaluations and career development planning
• Contribute to department budgeting and resource allocation
• Assist in establishing and implementing firm policies and procedures
• Collaborate with other practice areas to ensure integrated client service
  
  

Compensation & Benefits

• Competitive base salary commensurate with experience level
• Partnership track potential
• Comprehensive benefits package including:
  • Premium health, dental, and vision insurance
  • 401(k) with substantial employer match
  • Generous PTO policy
  • Professional development allowance
  • Hybrid work schedule
    
    

Work Environment

• Collaborative, professional atmosphere in Midtown Manhattan
• Hybrid work arrangement available
• Modern technology infrastructure
• Emphasis on work-life balance outside of peak tax seasons

The ideal candidate will combine technical expertise with strong leadership abilities and business acumen. They will be expected to play a key role in the firm's growth while maintaining the highest standards of client service and professional development.