Job Description
Are you an ambitious tax strategist looking to elevate your career within a prestigious advisory firm? Summit Financial Advisory Group is seeking a highly analytical and detail-oriented Senior Tax Manager to lead our high-net-worth tax practice. In this role, you will architect complex tax planning strategies, oversee regulatory compliance, and serve as a trusted advisor to our elite clientele.
We foster a culture of professional excellence, continuous learning, and work-life integration. If you thrive in a fast-paced environment and have a passion for tax optimization, we invite you to join our elite team in the heart of New York City.
Responsibilities
- Develop and execute comprehensive tax planning strategies for high-net-worth individuals and family offices.
- Lead the review of complex federal, state, and local income tax returns.
- Manage tax research initiatives regarding legislative changes and their impact on client portfolios.
- Provide proactive tax advisory services, including estate, trust, and multi-generational wealth transfer planning.
- Mentor junior tax associates and review their technical deliverables for quality and accuracy.
- Represent clients effectively during IRS and state-level tax audits or inquiries.
- Collaborate with cross-functional wealth management teams to align tax strategies with investment goals.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or LL.M. preferred).
- Active CPA license or Attorney designation required.
- Minimum of 7-10 years of progressive experience in public accounting or private wealth tax advisory.
- Advanced proficiency in tax software (e.g., CCH Axcess, GoSystem) and Microsoft Excel.
- Strong analytical mindset with the ability to interpret intricate tax codes and regulations.
- Exceptional communication skills, with the ability to articulate complex financial concepts to non-experts.
- Demonstrated leadership experience in managing client relationships and professional teams.