Tax Manager – Individual Partners and Executives

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. 

Lazard’s Corporate functions empower strategic decision-making and ensure continued success of our firm. From Finance & Tax to Information Technology and Human Resources, our colleagues around the globe support our financial advisory and asset management business lines in many ways. By utilizing the latest technology, these integral groups make sure our businesses are compliant, operationally efficient, and profitable. 

We are seeking a seasoned Tax Accountant to join our in-house team, serving the partners of our firm. The ideal candidate will bring a strong background in reviewing and filing complex individual and foreign tax returns for clients with significant assets, diverse income streams, intricate financial portfolios, and knowledge of partnership taxation particularly as it impacts individual partners.

We’ll trust you to:

• Review and prepare federal, state, and local tax returns for high-net-worth individuals, including personal, partnership, trust, and gift tax returns.
• Provide tax planning and advisory services to the firm’s partners to optimize tax outcomes while ensuring compliance with all regulatory requirements.
• Collaborate with internal teams, designated professionals, and partners to gather the necessary information to effectively project individual partners’ cash flows and provide status updates accordingly.
• Leverage technology and innovative tools to streamline and enhance tax-related processes.
• Stay informed on tax law changes, proactively adjusting strategies to provide clear guidance on tax implications to better serve the firm’s partners.
• Assist with audits and inquiries initiated by federal, state, or local taxing authorities.

You'll need to have:

• 5-8 years of experience in tax accounting, with a specific focus on high-net-worth individual tax returns, foreign individual tax returns, partnership, trust, and gift tax returns.
• Robust knowledge of federal and state tax regulations and experience with international tax issues and expatriate tax returns.
• Experience collaborating with a diverse client base, including high-net-worth individuals and their families.
• Proficient in tax preparation software and Microsoft Office Suite (Excel, Word, etc.).
• CPA or Enrolled Agent designation required.
• Ability to work independently and manage multiple priorities in a challenging environment.
• Strong analytical, critical thinking, communication, people skills, and a commitment to accuracy and efficiency.

What we offer:

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $150,000 – 190,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Does this sound like you?

Apply! We’ll get in touch on the next steps.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

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