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Alvarez & Marsal · 5 hours ago

Manager, Federal Tax (Private Client Services)

New York, NY

Full-time

Onsite

Mid, Senior Level

$110K/yr - $140K/yr

4+ years exp

Alvarez & Marsal is a global consulting firm with a hands-on approach to solving clients' problems. They are seeking a Manager within their Private Client Services team to provide tax and consulting services to high net worth individuals, focusing on areas such as income tax and wealth transfer.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Focus on providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax

Demonstrate extensive technical skills with tax compliance assignments for individual tax clients working proficiently with specific tax forms as follows: 1040, 1041, 709, and FinCEN 114

Work as part of a multidisciplinary team, assisting with tax-planning responsibilities for individual clients

Identify, research, and provide analysis on a wide range of complex tax issues

Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product

Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere

Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team

Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations

Create deliverables that are concise, complete, and address the elements deemed critical by the client

Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams

Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives

Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly

Assist with business development, including add-on work by creating business development resources and proposal materials

Qualification

CPALicensed AttorneyTax planning servicesTax compliance assignmentsMicrosoft Office (Excel)GoSystemsOneSourceVerbal skillsResearch skillsAnalytical skillsMentoring junior staffWritten skillsDetail-orientedOrganizational skills

Required

Bachelors degree in Accounting

4+ years' of experience primarily focused on working with high net worth individuals in providing tax planning services, reviewing client workpapers, and preparing income tax returns

CPA or Licensed Attorney

Prior proven experience leading and managing work streams and mentoring junior staff

Excellent verbal and written skills with the ability to articulate complex tax concepts, establish credibility and influence clients

Excellent research, writing, and analytical skills

Advanced user of all Microsoft Office products (with an emphasis on Excel)

Ability to simultaneously work on several projects and effectively manage deadlines

High motivation to learn and grow

Detail-oriented and possess strong organizational skills

Preferred

Experience with GoSystems, OneSource, and research software

Benefits

Healthcare plans

Flexible spending and savings accounts

Life, AD&D, and disability coverages

401(k) retirement savings plan

Paid time off including vacation

Personal days

Seventy-two (72) hours of sick time

Ten federal holidays

One floating holiday

Parental leave

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)