We are seeking an experienced Assurance & Tax Manager to join our premier firm. This role is ideal for a seasoned CPA with at least 5+ years of public accounting experience who is committed to the highest standards of professionalism and client service. Our firm serves a distinguished clientele, including ultra-high-net-worth individuals and elite businesses, requiring meticulous attention to detail and a consultative approach. We are experiencing significant growth, creating exciting opportunities for career advancement while maintaining a culture that values flexibility and work-life balance.

Responsibilities:

• Manage and oversee assurance engagements, including audits, reviews, and compilations for high-net-worth individuals and sophisticated businesses.
• Lead teams in planning and executing complex audit engagements, ensuring compliance with regulatory requirements and industry best practices.
• Provide advisory services on financial structures, internal controls, and risk management strategies tailored to high-net-worth clients and businesses.
• Oversee and review audit engagements, ensuring the highest level of accuracy, compliance, and financial reporting integrity.
• Conduct in-depth financial analysis and provide recommendations for process improvements and strategic business decisions.
• Collaborate with attorneys on intricate financial transactions, including business acquisitions, buy/sell agreements, and wealth transfer strategies.
• Drive quality control initiatives and process enhancements to maintain the firm's reputation for excellence in assurance services.
• Mentor and develop staff, fostering a culture of continuous learning and professional growth.
• Represent the firm at exclusive networking events, business development initiatives, and high-profile professional organizations.
  
  

Qualifications:

• CPA certification required (active).
• 5+ years of experience in public accounting, with a demonstrated track record of excellence in assurance services.
• Experience managing engagements for entities related to high-net-worth individuals, family offices, and complex business entities.
• Exceptional professionalism, discretion, and client service skills, with the ability to manage sophisticated client relationships.
• Proficiency in Microsoft Excel and Word, with the ability to leverage technology for efficiency.
• Strong leadership and mentoring abilities, with a passion for staff development and firm growth.
  
  

Preferred Qualifications:

• Background in consulting for affluent individuals and business owners, with expertise in assurance and risk advisory services.
• Active participation in professional networks and business development activities.
  
  

Our firm is committed to excellence, growth, and providing unmatched service to our prestigious clientele. We offer a dynamic, rewarding environment where professionals can advance their careers while enjoying flexibility and work-life balance. If you are driven, detail-oriented, and eager to be part of a growing firm that values the highest standards, we invite you to apply!