HNW Tax Manager

Overview

We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for individual tax return clients. The Tax Manager serves to manage client relationships and act as a liaison between overseeing / mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

What You Will Do

Regular duties include (but are not limited to) :

• Serves as a subject matter expert in individual taxation, trusts and gift taxation.
• Review federal, state and local tax returns, extensions and quarterly projections for individual clients, Trusts, and gift tax returns.
• Review of individual tax compliance forms and working with a dedicated individual tax team.
• Knowledge of preparation of business corporate and partnership returns is preferred.
• Review federal and state tax returns and work of staff and interns and provide feedback, training and mentoring.
• Review tax information supplied by clients and obtain open items.
• Develop tax planning opportunities arising from inbound and outbound cross-border transactions and activities.
• Assist with the coordination of planning, tax work and wrap up.
• Facilitate tax research, and establish tax strategies to client business opportunities.
• Identify and communicate tax issues to clients and partners.
• Participate in firm’s marketing, recruiting, team-building, and similar efforts.
• Build relationships with clients and staff.
• Builds client relationships; maintains smooth working relationship with clients.
• Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders).
• Proactively identifies opportunities to introduce Firm and serves as an active spokesperson.
• Represents the firm and area of expertise by making presentations at third party events.
• Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism.
• Effectively develops, supervises, trains, coaches, and mentor's staff.
• Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines.
• Promotes the ideals, values, mission, and vision of the firm.
• Commands respect as a leader; acts like a role model.
• Conducts self with the utmost professionalism and demonstrates respect towards others.
• Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff.
• 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.
• Assists partners / managing directors in managing administrative activity.
• Develop outside relationships with a goal of generating referral sources.
• Adhere to firm’s policies and procedures.

What We Are Looking For

Experience

Education

License / Certification

Legal / Compliance

Who We Are

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A Legacy of Commitment, Growth and Service

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

An Alternative Practice Structure to Better Serve You

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

What We Offer

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $160,000.

Seniority level

Employment type

Job function

Industries

Referrals increase your chances of interviewing at UHY-US by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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Salary data is provided for reference and may change based on your location and qualifications.

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