Tax Manager – Private Client Services (up to$150K+ Bonus) Position Available In Suffolk, New York

Tax Manager•Private Client Services (up to$150K+ Bonus)
Ronkonkoma, NY
Full-TimeHybrid$130,000•$150,000 /yr
Posted Yesterday Join Our Elite Wealth Management Firm as a Tax Senior or Tax Manager!

Job Title:

Tax Managers and Above Location:

Hybrid•can be remote as well (Babylon, Bay Shore, Brentwood, Patchogue, Holbrook and Ronkonkoma areas)

Salary:

$130-150K +

Bonus Requirements:

5+ years of experience at a public accounting firm + CPA Are you a tax professional with a passion for helping high-net-worth clients navigate the complexities of tax strategy? Do you thrive in a collaborative, client-focused environment where innovation and expertise drive success? If so, we have an incredible opportunity for you!

About Us:

We are a premier wealth management firm dedicated to providing top-tier financial and tax advisory services to affluent individuals, families, and businesses. Our commitment to excellence, integrity, and personalized service sets us apart in the industry. We believe in building lasting relationships and delivering strategic solutions that maximize financial outcomes for our clients.

The Opportunity:

We are seeking a Tax Manager or above to join our dynamic and growing team. This role is pivotal in providing comprehensive tax planning and compliance services to our esteemed clientele. As part of our tax team, you will play a crucial role in shaping financial success stories and ensuring our clients remain ahead of the curve in an ever-evolving tax landscape.

What You’ll Do:

Lead and manage tax planning, compliance, and advisory services for high-net-worth individuals, families, and business entities.
Collaborate with wealth advisors and financial planners to develop holistic strategies that optimize clients’ financial positions.
Stay ahead of evolving tax laws and regulations, proactively identifying opportunities and risks for our clients.
Provide expert guidance on estate planning, charitable giving, and multi-generational wealth transfer strategies.
Mentor and develop junior tax professionals, fostering a culture of growth and excellence.

What We’re Looking For:

CPA, EA, or relevant tax certification required.
Minimum of 5+ years (Tax Manager) or Sr Tax Manager/Tax Director of experience in tax advisory, preferably in a public accounting or wealth management environment.
Expertise in high-net-worth individual taxation, partnerships, S-corporations, and trusts.
Strong analytical skills, attention to detail, and the ability to think strategically.
Excellent communication and client relationship management skills.
A proactive mindset with a passion for delivering high-value client service. Why Join Us?

Competitive Compensation & Benefits:

We offer a highly competitive salary, performance-based bonuses, and a robust benefits package.

Work-Life Balance:

We understand the importance of flexibility and offer hybrid work arrangements.

Career Growth:

We invest in our team’s success with ongoing professional development, mentorship, and clear pathways for advancement.

Collaborative Culture:

Join a team of industry leaders who are passionate about making a difference in our clients’ financial futures.

Cutting-Edge Resources:

Work with the latest technology and research tools to provide innovative solutions to complex tax matters.
For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
CPATax ManagerPartnershipsHNW
Kiefer Cundy is recruiting for this position

Job ID:

KC24-1856190

CyberCoders is an Equal Employment Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.