• High Net Worth Tax Manager

    Job Locations US-NY-New York
    Posted Date 3 weeks ago(2/22/2019 2:05 PM)
    Job ID
    Experienced Hire
    Lynn Melucci
  • Position Summary

    Are you the right fit for a Manager to join our Tax team in NYC? This role will focus primarily on High Net Worth and Partnership returns. 5+ years of recent and relevant experience required.





    The Manager possesses the ability to assume full responsibility for directing engagements and special assignments and has the enhanced capability of supervising a number of engagements simultaneously.  The Manager oversees the performance of client service and all related activity.  The Manager can perform all tasks related to client service and sees that assignments are accomplished by the engagement team within the budgeted time.  This role takes on responsibility for the professional and technical development of the staff through on-the-job-interaction and leading in-house training.  Additionally, the Manager has begun to develop a list of potential referral sources in an effort to bring new business to the firm and is involved in community activities for the purposes of business development and cross-selling the firm’s services.  The manager should be developing expertise in one or more specific industry areas.




    • Manage a list of clients and returns that need to be prepared, checked and or reviewed
    • Make sure all due dates are maintained
    • Correspond with clients as needed
    • Involvement with outside industry groups
    • Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
    • Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff. 
    • Recognizes complex technical issues, uses strategic decision-making skills and reaches appropriate conclusions
    • Develops industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge
    • Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
    • Effectively communicates all technical material to clients, verbally and in writing 
    • Ensures top quality client service and oversees performance of engagement activity
    • Participates in client related planning, including the preparation and ongoing management of budgets
    • Recognizes needs and issues pertinent to client activity and follows through to implementation.
    • Maintains designated chargeable hours for the year
    • Maintains effective realization rates of fees 
    • Assists partner in managing effective billing and collections
    • Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities
    • Ensures efficient and profitable execution of engagement financial management 
    • Builds client relationships; maintains smooth working relationship with clients and solicits client input on satisfaction


    • Technically proficient with taxation of individuals, closely held companies
    • Technically proficient with trust and esate work
    • Focused on building a practice
    • Generates new business annually, from new & existing clients 
    • Solicit internal experts from across the Firm to assist in marketing & selling firm services to existing clients
    • Is actively involved in community, social, business and professional organizations, to generate referral sources
    • Is actively involved in product development and product sales that will enhance market opportunities to generate revenue 
    • Actively promotes the Firm in all venues
    • Represent the firm and area of expertise by making presentations at third party events.
    • Participates in mentoring, training, recruiting, retention and team-building activities
    • Effectively develops, supervises, trains, coaches, and mentors staff
    • Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
    • Effectively manages people with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines
    • Maintains appropriate compliance with all firm wide and local office policies and procedures
    • Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others

    Experience and Education


    • Minimum Bachelor’s degree 



    • 5-8 years in relevant position


    License / Certification

    • Must be a CPA for Audit, Tax Accounting; Respective similar certification for IT audit, consulting.
    • Must maintain required CPE credits annually
    • May need other industry or specialization certification for  specific positions


    Legal / Compliance

    • Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
    • Must complete acknowledgement of Corporate Policy and Compliance Manual
    • Must complete acknowledgement of Employee Manual document
    • Must complete acknowledgement of Independence Guidelines and Ethical Standards document
    • Government engagements require ability to obtain a security clearance from the United States government


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