Job Description
Are you an ambitious tax strategist looking to elevate your career with a premier financial firm? Sterling & Associates is seeking a Senior Tax Manager to lead our high-net-worth client division. You will work at the intersection of complex tax planning and innovative wealth management, providing sophisticated solutions to a diverse portfolio of elite clients.
We foster a culture of professional growth, intellectual rigor, and work-life harmony. Join us in the heart of Manhattan and define the future of tax excellence.
Responsibilities
- Oversee complex tax compliance and consulting engagements for HNWIs and corporate entities.
- Develop and implement advanced tax mitigation strategies to optimize client portfolios.
- Lead and mentor a team of tax associates, fostering professional development and high performance.
- Act as the primary point of contact for high-stakes audits and IRS inquiries.
- Collaborate with financial advisors to integrate tax-efficient investment structures.
- Stay abreast of evolving federal, state, and local tax legislation to ensure continuous compliance.
- Manage the end-to-end tax lifecycle, ensuring precision, accuracy, and timely reporting.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field; Master’s in Taxation (MST) preferred.
- Active CPA license required.
- Minimum of 7-10 years of professional tax experience, preferably within a Big 4 or top-tier regional firm.
- Expert-level knowledge of federal and multi-state tax codes.
- Proven ability to manage high-net-worth relationships and complex advisory projects.
- Superior analytical, organizational, and leadership skills.
- Proficiency in tax software such as CCH Axcess or GoSystem.