Tax Consultant

  • Job ID:

  • Pay rate range:

    $75/hr - $95/hr
  • City:

    New York
  • State:

    New York
  • Duration:

    01/01/2023 - 05/01/2023
  • Job Type:

  • Job Description:

    Tax Consultant – Private Wealth (PWS)

    Pay: $75 - $95/hr

    Start Date: ASAP

    Contract Length: 4 Months (contract to hire possibility)

    Location:  New York, NY (Fully Remote)

    Number of Openings: 1

    Our large Public Accounting Client is seeking a Tax Consultant at the Manager level to work within their Private Wealth practice during busy season. This resource will review and assist in the preparation of complex U.S. federal and multistate tax returns for multiple high-net-worth individuals


    • Education: Bachelor's degree in Accounting required

    • Certifications & Licensures: CPA required or Enrolled

    • Experience: Minimum of 5 years experience in progressive tax consulting and compliance in Private Wealth Service or related area, in public accounting or consulting

    • Experience in financial modeling and analysis

    • Outstanding experience in staff and tax management in an integrated client service team

    • Ability to work additional hours as needed and travel to various client sites


    Tax Manager in the General Tax Private Wealth Service (PWS) group is responsible for managing tax engagements and providing tax consulting services to clients

    • The PWS Tax Manager works with other professionals in Family Wealth Planning and SFTS to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market

    • Manage the efforts of multiple client services teams on client engagements

    • Plan, execute, direct, and complete tax projects in a wide variety of industries

    • Provide innovative tax planning, consulting, and compliance expertise to clients

    • Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes

    • Interact closely with client's other advisers such as attorneys and financial asset managers

    • Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas

    • Consult, work with, and service client to make recommendations on business and process improvement and serve as a business adviser to clients

    • Experience in dealing with family units with $25 million and above in net worth, and a proven track record in implementation of tax strategies



    - Firm Experience: Top 50, Mid Market, or Big 4 experience

    - Review and assist in the preparation of complex U.S. federal and multistate tax returns for high-net-worth individuals

    - Experience preparing and reviewing complex gift tax, trust and individual returns.

    - CPA or Enrolled Agent Required


    - CCH

    - GoSystems


    #pcfa #LI-REMOTE

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