Tax Manager

Key Responsibilities

• Provide tax planning and advisory services to high-net-worth individuals, families, trusts, and estates.
• Serve as a trusted advisor and key point of contact for clients, ensuring clear communication and strong relationships.
• Oversee tax return preparation, including complex estate (Form 706), gift (Form 709), and fiduciary (Form 1041) returns.
• Manage multiple client engagements, ensuring efficient delegation, supervision, and timely completion.
• Conduct technical tax reviews and approve all tax returns.
• Identify and develop new business opportunities within existing client relationships and external networks.
• Respond to federal and state tax notices and represent clients in audits.
• Mentor and develop a high-performing team, fostering professional growth and technical excellence.
• Communicate complex tax matters clearly to clients and non-tax professionals.
• Stay updated on evolving tax laws and best practices to enhance client service and compliance.

• Bachelor’s or Master’s degree in Accounting or Tax.
• CPA, EA, preferred.
• 8+ years of tax experience in public accounting with a focus on high-net-worth individuals.
• Strong expertise in estate, gift, and fiduciary taxation.
• Proven ability to research tax issues and develop strategic tax planning solutions.
• Excellent interpersonal, communication, and leadership skills.
• Ability to manage multiple high-level projects efficiently.
• Experienced in public accounting management and client service excellence.

This role offers an exciting opportunity to lead a dynamic team, build lasting client relationships, and drive the growth of the Private Client Services practice.

Mid‑Senior level

Full‑time

Accounting/Auditing

Accounting

• Vision insurance
• Medical insurance
• 401(k)
• Pension plan
• Tuition assistance