Tax Manager

Title: Tax Manager
Company: Wealth Management and Tax Advisory Firm
Compensation: $135K to $170K

Join a growing advisory-focused firm that blends tax strategy with wealth and retirement planning for high net worth individuals, founders, and privately held businesses. This role provides direct client ownership, meaningful autonomy, and a clear pathway toward senior leadership in a collaborative, entrepreneurial environment. Onsite presence is required during tax season, with a hybrid model available the remainder of the year.

• Lead and review complex individual, partnership, corporate, and trust tax engagements
• Provide proactive year-round tax planning and strategic guidance to clients
• Collaborate closely with internal wealth and retirement planning teams to deliver integrated advice
• Improve internal systems and workflows using CCH Axcess or comparable tax software, CRM tools, and Microsoft 365
• Train, mentor, and support junior team members while contributing to overall practice growth
• Maintain strong client relationships and deliver high-quality service in a fast-growing environment
• Participate in refining firm processes and contributing to continuous improvement efforts

• 6 to 8 years of tax experience across individual, partnership, corporate, and trust entities
• Active CPA license
• Prior leadership or staff management experience
• Strong communication skills and ability to work directly with clients and cross-functional partners
• Commitment to delivering proactive, strategic tax guidance, not just compliance workexperiencement
• Experience with CCH Axcess or similar tax platforms