JOBSEARCHER

Tax Manager- Ultra HNW and Family Office Services

CpsNew York, NYMay 6th, 2026
My client, a Top-20 national CPA firm is seeking a Tax Manager with extensive experience working with Ultra HNW individuals and family offices. The position is located in New York City and can be hybrid.Responsibilities include but not limited to:The Tax Manager in our Family Office team is expected to have high technical knowledge in review and prepare complex individual 1040 returns, fiduciary 1041 returns, 706, 709, family partnerships, private foundations, entity and foreign filingExperience with client facing, communicating with clientsScheduling work loadsLeading engagements, being their point of contactManage accounts, train, assign work to staff and communicate directly to clients and partnersResearch topics communicate directly with tax authorities as needed. In addition, they should be able to research more complex topics, go out on proposals and be an expert in the area of individual tax; is able to identify client needsResponsible for billing and collectionsMentors and supports the staff