Private Client Services Tax Manager

Job overview

The Private Client Services Tax Manager role is onsite in New York, NY, with a base salary of $150,000–$165,000 per year plus bonus, depending on experience, technical background, and market. The role supports a growing Private Client Services practice serving high-net-worth clients and families. The manager leads complex tax engagements and year-round planning for individuals, families, trusts, estates, and closely held businesses. The role also reviews returns, advises on tax and wealth-transfer matters, coordinates with outside advisors, and guides engagement delivery and junior staff.

What you'll do

• Manage complex tax engagements
• review individual, fiduciary, gift, estate, partnership, and related returns
• develop year-round tax plans
• advise on income tax, wealth transfer, gifting, trusts, estates, and closely held businesses
• coordinate with outside advisors
• research tax issues
• manage engagement scope, budgets, staffing, and deadlines
• review work and mentor junior professionals.

What we're looking for

Skills & competencies

private client services

tax manager

tax planning

high-net-worth clients

trusts and estates

fiduciary tax

cpa required

new york ny

talnt

base salary $150k–$165k

bonus

Work arrangement

• Weekend coverage required

Why this role

CPA required; 6+ years of progressive public accounting tax experience and significant high-net-worth individual and fiduciary tax experience.

About the employer

Talnt is hiring for this role. Industry: Tax Preparation Services. Sector: 54.