Job Description

Job Description

Principal Tax Manager | HNW Family Office | New York, NY (Hybrid)

We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager (Senior Manager) to join its growing New York team.

This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team.

What You'll Do

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• Review complex individual income tax returns, including multi-state filings
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• Oversee and review gift, trust, partnership, corporate, and private foundation tax returns
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• Prepare and review quarterly tax projections, estimated tax calculations, and extensions
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• Advise high-net-worth individuals and families on tax planning opportunities and financial matters
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• Conduct tax research and develop solutions for complex tax issues
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• Assist clients with tax notices, audits, and regulatory matters
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• Support foreign tax reporting and compliance requirements
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• Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team
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• Participate in special projects, including forensic accounting and matrimonial analyses
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• Develop and maintain long-term client relationships while delivering an exceptional client experience
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What We're Looking For

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• CPA designation required
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• 7+ years of high-net-worth tax preparation and review experience
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• Strong experience with complex individual, trust, gift, partnership, and entity taxation
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• Advanced tax planning and technical research capabilities
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• Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms
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• Strong organizational skills with the ability to manage multiple priorities and deadlines
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• Excellent communication and relationship-management skills
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• Ability to thrive in a fast-paced, client-focused environment
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Busy Season Hours:

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• Approximately 45 hours per week .
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• Emphasis on maintaining reasonable non-billable hour expectations.
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• Non-busy season 40 hours per week
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Compensation & Benefits

Base Salary: $200,000 - $220,000 + 10-20% Bonus

Comprehensive benefits package includes:

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• Medical, dental, and vision coverage starting on day one
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• 401(k) with employer match
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• Flexible PTO
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• Parental leave
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• Professional development and continuing education support
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• Commuter benefits
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• Community engagement and volunteer opportunities
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If you're a high-net-worth tax professional seeking a leadership opportunity with significant client exposure, a collaborative culture, and strong long-term growth potential, I'd welcome a confidential conversation.

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