HNW Senior Tax Manager

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Tax Recruiter at JCW Search | Asset Management & Financial Services Location : New York, NY

Firm : Family Office

Position Overview JCW is partnered with a family office seeking an experienced and strategic High Net Worth (HNW) Senior Tax Manager to join their team. This role will oversee comprehensive tax planning, compliance, and advisory services for our high-net-worth clients, including individuals, families, trusts, and closely held businesses. The ideal candidate will have 10+ years of experience, ideally within a family office, and a proven track record of managing complex tax situations and building trusted client relationships.

Key Responsibilities Lead and manage the preparation and review of complex federal and state tax returns for HNW individuals, trusts, estates, partnerships, and S-corporations.

Develop and implement advanced tax planning strategies, including wealth transfer, charitable giving, and income tax optimization.

Serve as a trusted advisor to clients, providing proactive guidance and tailored solutions for their unique financial goals.

Oversee compliance with all applicable tax laws, ensuring accuracy, minimizing risks, and identifying opportunities for savings.

Collaborate with attorneys, financial advisors, and other external partners to deliver holistic financial and estate planning services.

Qualifications Bachelor's degree in Accounting, Finance, or a related field; Master's in Taxation or JD / LLM preferred.

CPA certification required.

Minimum of 10 years of experience in HNW tax compliance and planning, with significant experience in a family office setting preferred.

Expertise in individual, fiduciary, estate, and partnership taxation.

Demonstrated leadership and team management skills with the ability to mentor and guide professionals.

Strong interpersonal and communication skills, with a commitment to building long-term client relationships.

For more information regarding this position or other tax opportunities, please reach out to fiona.miles@jcwresourcing.com.

Seniority level Mid-Senior level

Employment type Full-time

Job function Accounting / Auditing

Industries Staffing and Recruiting and Investment Management

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