Tax Senior Manager/Partner – High Net Worth – Remote (New York)

Are you ready to redefine the future of wealth management at the intersection of cutting-edge technology and high-stakes finance? Advice Personnel is thrilled to partner with a visionary, VC-backed, AI-driven accounting and tax platform that is disrupting the industry. We are seeking a dynamic Tax Senior Manager or Partner to spearhead our High Net Worth division. This is a rare opportunity to move beyond traditional tax compliance and directly influence the financial trajectory of Founders, C-Suite executives, and industry titans who are shaping the next generation of global innovation.

In this fully remote role, you will be the primary architect of tax strategies for elite clients, leveraging sophisticated AI tools to solve complex fiscal challenges with unprecedented precision. We are looking for a forward-thinking leader who thrives in a fast-paced environment and is eager to build scalable tax solutions from the ground up. If you are passionate about blending expert tax advisory with modern technology to deliver white-glove service to high-profile individuals, this is your chance to step into a career-defining leadership position where your impact will be felt across the entire startup ecosystem.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.