Senior Tax Manager - Trusts & Estates

New Yesterday

Position: Senior Tax Manager Trusts & Estates Location: New York, NY (with the flexibility to work from New Jersey office) Position Type: Full-Time | Permanent Reports To: Tax Partner Team Oversight: 7 Direct Reports Take the Lead on Complex Tax Matters That Shape Generational Wealth HireNow Staffing is seeking an experienced and highly technical Senior Tax Manager with a deep command of U.S. Trusts, Estates, and Private Client Taxation . This is a leadership-level opportunity based in New York , with flexible workspace options in New Jersey . You'll join a mid-sized, partner-led firm that has carved a reputation for precision, integrity, and deep relationships in the high-net-worth space. This role is ideal for a tax expert who thrives on intricate compliance, proactive estate planning, and building trust with sophisticated clientele. You'll manage a talented team of professionals while remaining hands-on in delivering timely, customized tax solutions that preserve wealth across generations. Key Responsibilities: Lead and manage a 7-person tax team , overseeing planning, compliance, and review functions for trusts, estates, and private client accounts
Serve as a technical resource on complex issues involving Form 1041, 706, 709, and related filings
Provide strategic estate planning and succession guidance for ultra-high-net-worth individuals and family offices
Review and sign off on individual, fiduciary, and estate returns with accuracy and insight
Ensure ongoing compliance with IRS regulations and advise clients during audits or other tax authority interactions
Collaborate with attorneys, wealth advisors, and fiduciaries to align tax strategies with broader financial goals
Train and mentor team members while contributing to the firm's knowledge-sharing culture
Participate in strategic initiatives, client development, and internal process improvements within the tax group
Who We're Looking For: CPA or EA designation (U.S.-based) is required
Bachelor's or master's degree in accounting, Taxation, or a related field
7-10+ years of progressive public accounting experience focused on trusts, estates, and high-net-worth individual taxation
Demonstrated experience managing both client engagements and tax staff
Expertise in estate planning, gift tax returns, and wealth preservation strategies
Excellent communication skills, especially when working with sophisticated clients and third-party advisors
Must be based in New York or New Jersey , or have the ability to commute to one of the firm's offices
Compensation & Perks: Base Salary Range: $140,000 - $180,000 USD
Bonus Potential: Performance-driven and tied to individual and team contributions
Worksite Flexibility: Primary office in New York , with optional days in the New Jersey office
Relocation Assistance: Not offered for this role
About the Client: Our client is a highly respected mid-sized accounting and advisory firm with deep roots in the New York - New Jersey region. With a personalized, partner-involved service model, they serve clients across real estate, family office, professional services, and privately held businesses. Their tax group is known for elite-level expertise in fiduciary matters, private client services, and strategic compliance. This is a firm where high standards are matched by a supportive, collegial environment. Leadership invests in long-term career growth, offers exposure to high-profile work, and ensures team members are empowered to make a lasting impact. Client name will be shared only after initial screening and mutual interest has been confirmed. Ready to Guide Wealth Strategies That Last Generations? If you're looking to make your mark at the intersection of technical excellence and meaningful client relationships, we'd love to hear from you. Apply through HireNow Staffing today. https://www.careers -page.com/hirenow-staffing-inc/job/QXRR3VV3
Apply
Location:
New York
Salary:
$140,000 - $180,000 per year
Job Type:
FullTime
Category:
Finance And Insurance

We found some similar jobs based on your search