Founded in 1984, Geller & Company provides strategic financial, tax, and consulting services to individuals and companies who rely on our firm for independent and cross-disciplinary advice. Headquartered in Manhattan, Geller & Company employs more than 300 professionals to help shape and drive our clients’ financial strategies. Tax Manager - Geller Tax Your Impact: The successful candidate will focus on private enterprise clientele, primarily from financial service industry and advise on the intricacies of both their investment fund activities as well as the impact on their multigenerational families. They will help manage all aspects of the quality and timeliness of client deliverables, including tax return preparation, engaging with the client and other professionals related to tax planning and advisory services, and coordinating within the firm. The Tax Manager will be a key team member of a highly focused tax practice and be involved regularly with the broader mandate for those clients also served by CFO and Investment teams. Client Management Establishing rapport with sophisticated clients, across generations, to maintain Geller’s role as reliable subject matter experts who can provide both technical guidance and relational support. Further gaining clients’ confidence and develop meaningful sustainable relationships. Partnering with Geller colleagues and external advisors to deliver integrated advisory services that exceed client expectations. Functional Management Responsible for managing the entire tax client engagement process – including all aspects of multi-generational family activities. While experience with individual income and estate taxation is important, the successful candidate will have deep knowledge of fund, flow through entities, and corporate taxation. Ability to proactively provide tax planning opportunities and establish working relationships with UHNW individuals, their families and outside advisors. Researching and interpreting the Internal Revenue Code, various State Tax Codes, Federal Estate and Gift Tax Code, Private Letter Rulings, Revenue Rulings and Tax Court Cases. Driving complex transactional planning and structuring. Representing clients before tax authorities in audit defense and responding to notices or inquiries. Drafting position memoranda to support tax positions and providing guidance to clients. Recruiting, training, and developing tax staff; contributing to technical discussions and administrative initiatives in tax department meetings. Participating in networking events and business development, as appropriate. Working in a collaborative team environment. What You’ll offer: 7 years relevant experience in public CPA firm, and/or family office environment Proficient in Microsoft Word and Excel. Experience in tax preparation software and research tools Must possess strong organizational and analytical skills, general/broad knowledge of economic business conditions and ability to work on multiple projects at once Ability to work in a team-oriented/client-focused environment Excellent communication and client-service skills Strong analytical skills We’d Love to See: • CPA, EA or JD and/or MS in Tax highly preferred Why join Geller & Company? Opportunity to scale your experience beyond the scope of your role 100% funded health, vision, and dental insurance 401K plan with company match Generous PTO and paid holidays Philanthropic opportunities What's next? If this sounds like you, apply today and Talent Acquisition will review your application and get in touch if there is match. Geller & Company is an equal opportunities employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or caregiver status. The base salary range for this position is: $135,000 - $165,000 Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.