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Tax Supervisor | Manager

Sivad Consulting
New YorkLead / Manager5–7 yrs
Apply on Sivad Consulting’s site

Straight from the company’s own careers site.

The job in short

Tax supervision and management.

AccountingTaxCompliance

Details

Found
13 d ago · posted 2026-10-22
Location
New York
Pay (as listed)
$125,000–$155,000 a year

Full description

Tax Supervisor/Manager – New York, NY Salary Range: $125,000 - $155,000 Seeking an experienced High Net Worth Tax Supervisor/Manager to oversee complex tax engagements for high-net-worth individuals, families, trusts, estates, gifts, partnerships, and related entities. The ideal candidate will have strong experience working with high-net-worth clients and a background in tax compliance, review, tax planning, advisory services, client management, staff supervision, and business development. Key Responsibilities • Oversee tax engagements from initial planning through completion, ensuring deadlines and client expectations are met. • Develop a strong understanding of clients' businesses, financial situations, and tax objectives. • Prepare, review, and manage tax deliverables, including tax returns, extensions, tax planning calculations, and related work. • Work with various entity types, including: • High-net-worth individuals, Trusts and estates, C-Corporations, • S-Corporations, Partnerships, Multi-state entities • Prepare and review complex tax planning projections for individuals and business entities. • Prepare and review complex U.S., multi-state, and international income tax returns. • Manage and monitor client deliverables, deadlines, and engagement workflow. • Conduct complex tax research and prepare technical memoranda outlining findings and conclusions. • Communicate with the IRS and state tax agencies regarding audits, inquiries, tax notices, and other client matters. • Delegate projects to staff based on their skills and workload. • Provide technical accounting and tax guidance to staff as needed. • Supervise, mentor, and assist with the professional development of tax staff. • Communicate directly with clients, colleagues, management, and IRS representatives regarding various tax matters. • Develop and maintain strong relationships with existing clients. • Assist with business development activities, including: • Meeting with prospective and existing clients • Preparing fee quotes and proposals • Evaluating client needs • Identifying additional tax and advisory opportunities • Maintaining strong knowledge of tax software, processes, and engagement workflows. • Assist with employee training, onboarding, and ongoing technical development. • Participate in consulting engagements and special projects as requested by management and clients. • Work closely with Partners and other members of the tax department. Required Qualifications • CPA or EA required. • Bachelor's or Master's degree in Accounting or a related field. • 5–7+ years of public accounting experience. • Strong experience with individual, corporate, and partnership taxation. • Previous experience working with high-net-worth individuals and families. • Experience with tax compliance, tax review, planning, and advisory services. • Strong client-management and communication skills. • Experience supervising, mentoring, and developing tax professionals. • Strong analytical, research, and problem-solving abilities. • Ability to manage multiple engagements and meet strict deadlines. Preferred Experience • HNW individual tax experience. • Experience with trusts, estates, and gift taxation. • Experience handling complex tax planning and projections. • Multi-state tax experience. • Experience working with closely held businesses and related entities. • Business development and client relationship management experience. • Candidates located in New York or New Jersey are highly preferred.

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