Tax Manager-Founding Role

Job Description

Job Description

Job Title : Tax Manager – Founding Role | RIA Firm

Location : Brooklyn, NY

Type : Full-Time

About Us

Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. As part of our commitment to delivering truly holistic wealth solutions, we are launching an in-house tax department — and we're looking for a highly motivated and experienced Tax Manager to lead the charge.

Role Overview

As our first Tax Manager , you will be responsible for creating, building, and overseeing the internal tax function from the ground up. This is a strategic leadership role designed for someone with an entrepreneurial mindset and deep technical expertise in tax planning and compliance, particularly for high-net-worth individuals and business entities. You’ll work in close partnership with our financial advisors to integrate tax strategy into the overall client experience.

Key Responsibilities

• Build the Tax Function : Design and implement internal tax systems, workflows, tools, and processes aligned with the firm’s advisory model.
• Client Service & Tax Planning : Deliver proactive tax planning and compliance services to high-net-worth individuals, families, trusts, and small businesses.
• Team Development : Hire, train, and lead a future team of tax professionals as the department scales.
• Compliance Oversight : Manage and review the preparation of federal, state, and local tax returns (1040s, 1065s, 1120-Ss, 1041s, etc.), ensuring accurate and timely filings.
• Collaboration : Partner closely with financial advisors and planners to integrate tax strategy into clients’ broader financial plans.
• Technology & Tools : Evaluate and implement tax software and digital tools to streamline operations and reporting.
• Risk Management : Maintain compliance with IRS and state tax regulations and stay ahead of changes in tax law.
• Client Communication : Communicate complex tax strategies in a clear and approachable way to clients and internal stakeholders.

Qualifications

Why Join