Tax Senior Manager – Family Office

Location: New York, United States

Salary: $126,100–$253,000 per year, plus discretionary bonus based on firm and individual performance.

Company

hirify.global provides professional services to middle-market clients globally, including integrated family office, tax, business advisory, technology, governance, and risk management services.

What you will do

• Advise family offices and multigenerational families on tax structuring, modeling, succession planning, wealth transfer, and compliance.
• Lead entity, individual, fiduciary, gift, and estate tax engagements from planning through execution.
• Anticipate client needs and collaborate with specialty tax and cross-business-line professionals.
• Support proposals, business development, networking, thought leadership, and client relationship growth.
• Build collaborative teams, develop team members, and contribute to local and national technical committees.
• Align client service and team leadership with hirify.global’s values, vision, and strategy.

Requirements

• Bachelor’s degree in accounting or a related business field.
• CPA license in the principal place of business or home state, a licensed J.D., or an enrolled agent approved by the regional tax leader.
• At least 8 years of public accounting experience focused on private client taxation, family offices, and multigenerational families.
• Experience leading client engagements and driving business growth.
• Expertise in entity, individual, or fiduciary taxation, with an understanding of complex investments and related tax implications.
• Familiarity with multi-state taxation and strong written and verbal communication skills.

Nice to have

• LL.M. in Taxation and/or a Master’s in Taxation.
• Experience with gift and estate taxation.

Culture & Benefits

• Flexible scheduling to support work-life balance while serving clients.
• Exposure to strategic tax planning, business advisory, and compliance work.
• Customized career paths, specialized training, and professional development programs.
• Access to technology, annual goal setting, performance advisors, coaches, and real-time development feedback.
• Competitive compensation and benefits package.