Tax Manager - Individual Tax

An experienced individual tax specialist who enjoys advising clients, reviewing complex returns, and leading engagements.

Provide compliance, planning, and consulting services for internal clients while managing relationships, supervising staff, and reviewing complex individual tax returns.

Full-time role with a steady, balanced schedule and no traditional busy season.

Fully remote within the U.S., with ideal locations on the East Coast or Southeast.

To grow your tax career in a role offering exceptional flexibility, meaningful client relationships, and long‑term upward career trajectory.

A supportive, people‑first culture committed to development, work/life balance, and team collaboration.

Competitive compensation with benefits.

We are seeking a Tax Manager – Individual Tax Services to deliver high‑quality compliance, planning, and consulting services to internal clients. This role is ideal for a seasoned individual tax professional seeking career growth without the pressures of a traditional tax busy season. You will serve as a trusted advisor to approximately 75 clients, lead multiple engagements, build technical expertise, and mentor team members in a collaborative, growth‑oriented environment.

What You Will Do:

• Provide individual tax compliance, planning, and consulting services to internal clients.
• Review complex individual tax returns and all supporting documentation.
• Lead multiple engagements delivering proactive, strategic tax planning.
• Apply new technical developments to complex situations to enhance client service.
• Serve as the primary point of contact for approximately 75 clients.
• Participate in firm‑wide learning programs and invest in ongoing professional development.
• Support team development through mentoring, coaching, and knowledge sharing.

• Bachelor’s degree in Accounting, Law, or related business discipline;
  Master’s or advanced degree preferred.
• CPA or EA required.
• 8+ years of experience in individual tax return review and planning for high-net-worth individuals.
• Multi‑state individual tax compliance experience, including composite, withholding, and pass‑through entity tax.
• Experience providing federal tax compliance and consulting services in a professional services environment.
• 2+ years of supervisory, mentoring, or team leadership experience preferred.
• Strong analytical, organizational, project management, and communication skills.
• High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite.
• Eligibility to work in the U.S. without sponsorship preferred.