Tax Manager - Ultra HNW and Family Office Services

CPS, Inc.

Join a Top-20 national CPA firm as a Tax Manager, focusing on complex individual and fiduciary returns, family partnerships, and private foundations.

Last checked on June 4, 2026. We may earn a commission when you click through.

✓ High earning potential in a leading firm ✓ Exposure to diverse tax situations ✓ Opportunities for professional growth

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Tax Manager - Ultra HNW and Family Office Services

CPS, Inc.

Updated 3 months ago

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New York

The Tax Manager position offers a rewarding challenge in a prestigious firm, but applicants should be prepared for a demanding workload.

About this role

Join a Top-20 national CPA firm as a Tax Manager, focusing on complex individual and fiduciary returns, family partnerships, and private foundations.

About the Company

CPS, Inc. is a prominent CPA firm ranked among the top in the nation, specializing in tax and financial services for ultra-high-net-worth clients.

Key Highlights

✓ Focus on complex tax returns including 1040 and 1041 filings
✓ Work with ultra-high-net-worth individuals and family offices
✓ Part of a Top-20 national CPA firm
✓ Opportunity to handle private foundations and foreign filings

💡 Honest Take: This role is ideal for seasoned tax professionals who excel in complex financial situations, but may not suit those seeking entry-level opportunities.

Pros

✓ High earning potential in a leading firm
✓ Exposure to diverse tax situations
✓ Opportunities for professional growth

Cons

✗ Requires extensive experience in tax management
✗ High-pressure environment
✗ Limited work-life balance due to workload

Best For: This position is for those who thrive in fast-paced, complex financial environments and have a passion for tax strategy.

Watch Out: Be prepared for a demanding role that may require long hours and significant responsibility.

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What Customers Say

Employees highlight a strong team environment but note the demanding workload as a significant factor in their experience.

Expert Review

The Tax Manager role at CPS, Inc. is tailored for experts in taxation, particularly those adept with ultra-high-net-worth clients. With responsibilities including the preparation of individual 1040 returns and fiduciary 1041 returns, candidates must possess a strong technical background.

The firm's standing as a Top-20 national CPA firm enhances its appeal, providing a prestigious platform for professional advancement.

In this role, professionals will engage with complex family partnerships and private foundations, making it crucial to have experience in diverse tax situations. The position emphasizes a thorough understanding of both domestic and foreign tax filing, which can be a significant challenge for less experienced applicants.

While the compensation is likely competitive within the industry, the demanding nature of the role may lead to a challenging work-life balance. Candidates should be prepared for the intensity that comes with managing high-stakes financial situations. For those ready to take on such challenges, the opportunity to work in a high-caliber environment could be immensely rewarding.

Interested candidates can find more details on the official page here.