Tax Senior Manager – Private Client Group

We are currently looking for a Tax Senior Manager – Private Client Group. This is a key role offering strong client exposure, leadership responsibilities, and the opportunity to work with high-net-worth individuals and families on complex tax and estate planning matters.

Job Title: Tax Senior Manager – Private Client Group

Location: NY, FL (Hybrid)
Employment Type: Full-time

Key Responsibilities:

• Serve as the primary point of contact for clients, managing tax planning and compliance for individuals, trusts, family partnerships, and private foundations
• Build and maintain strong relationships with high-net-worth clients and their families
• Understand client financial goals, family structures, and long-term wealth objectives
• Provide strategic guidance on trust and estate planning, including wealth transfer and tax minimization strategies
• Review complex trust and estate documents to ensure alignment with client objectives
• Collaborate with legal advisors, financial planners, and investment professionals to deliver integrated solutions
• Develop and implement tax-efficient strategies, including gifting, charitable giving, and succession planning
• Stay current with changes in tax laws and proactively advise clients on potential impacts
• Lead, mentor, and support tax professionals, ensuring high-quality service delivery
• Oversee multiple engagements, ensuring accuracy, timeliness, and compliance with applicable regulations
• Support business development initiatives and identify opportunities to expand client relationships

Qualifications:

Education:

• Bachelor’s degree in Accounting, Finance, Law, or a related field
• CPA and/or JD preferred

Experience:

• 10+ years of experience in high-net-worth tax, trust, and estate planning
• Strong knowledge of trust and estate laws, tax regulations, and compliance requirements
• Proven experience managing client relationships and leading teams
• Excellent analytical, organizational, and problem-solving skills
• Strong communication and interpersonal skills