Tax Manager (Financial Services)

Location: New York City, New York, USA

Salary: $112,500–$168,000 in New York, NY; $108,000–$161,200 in Uniondale, NY.

Company

hirify.global is a professional advisory, tax, and assurance firm serving clients across the United States and international financial centers.

What you will do

• Provide tax, accounting, bookkeeping, financial reporting, and advisory services to private wealth clients, including high-net-worth families, closely held businesses, and trusts and estates.
• Lead and plan client engagements, review accounting records and reporting, and advise clients on accounting and business matters.
• Manage client relationships, resolve issues, coordinate additional services, and support engagement billing, collections, and profitability.
• Evaluate processes, identify internal control issues, and recommend business and operational improvements.
• Delegate and oversee team work, coach staff, and support professional development.
• Maintain current knowledge of local, state, and federal tax practices and laws while building internal and external relationships.

Requirements

• Four-year degree; a bachelor's degree in accounting is preferred.
• CPA, EA, or law license required.
• At least five years of professional experience, preferably providing federal and state tax compliance, accounting, and advisory services.
• At least two years of supervisory experience, including mentoring and counseling associates.
• Strong management, analytical, organizational, interpersonal, project management, and communication skills.
• Ability to work without sponsorship is preferred.

Nice to have

• Experience working with asset management clients.
• Master's or other advanced degree.

Culture & Benefits

• Flexible options for how and where work is completed, subject to role-specific requirements.
• Professional learning and development programs.
• Opportunities to work closely with firm leadership and build client relationships.
• Comprehensive compensation and benefits package for eligible employees.
• Team activities and social events supporting work-life balance.