Manager
620 UHY Advisors Northeast, Inc. · New York, New York · On-site
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Oversee and review complex individual, trust, and investment-related tax returns for high net worth clients and related entities.
Worth knowing: Travel may be frequent and unpredictable
JOB SUMMARY As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, with a primary focus on high-net-worth individuals and their related entities. This includes the preparation and review of complex individual tax returns, trusts, and investment-related reporting, while also gaining exposure to a diverse client base across multiple industries. The Tax Manager oversees client relationships and staff to ensure the delivery of high-quality, accurate, and timely tax services. JOB DESCRIPTION Tax Strategy and Engagement Oversight Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations Research and Analysis Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Supervise and mentor...
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