Tax Manager; High-Net-Worth Clients

Our client is a growing, independent wealth management firm that brings investment advisory, financial planning, and tax services together under one roof for individuals, families, and business owners. Backed by an established and loyal client base, the firm has brought its tax practice in-house and is seeking a Tax Manager to help lead and shape it. This is an excellent opportunity to join an entrepreneurial team, mentor and develop an eager group of early-career accountants, and partner with advisors and planners to deliver tax strategy as part of each client's complete financial picture.

• Prepare and review a broad range of tax returns, including individual, corporate, S corporation, partnership, nonprofit, estate, and trust returns. Individual returns is the majority of the work.
• Review staff work for technical accuracy and compliance with federal and state requirements.
• Manage multiple engagements at once, ensuring quality standards and timely completion throughout the compliance calendar.
• Prepare and review tax projections and develop proactive tax planning strategies for clients.
• Analyze financial statements to identify planning opportunities for closely held businesses, business owners, and individuals.
• Partner with financial advisors and planners to integrate tax strategy into each client's broader financial plan.
• Research complex federal and state tax issues and document conclusions to support client recommendations.
• Monitor tax law changes and keep the firm informed of developments affecting clients and internal processes.
• Supervise, mentor, and develop a team through ongoing coaching and technical training.
• Set workflow priorities and monitor team capacity to meet deadlines without compromising quality.
• Communicate directly with clients on tax planning, compliance, and complex tax matters, translating technical concepts into clear, actionable guidance.

• CPA license or Enrolled Agent (EA) credential; candidates nearing completion of the CPA exam will be considered.
• 6+ years of recent public accounting tax experience.
• Hands-on experience both preparing and reviewing complex individual, business, nonprofit, estate, and trust returns.
• Strong knowledge of taxation for individuals, corporations, S corporations, partnerships, nonprofits, trusts, and estates.
• Demonstrated understanding of small business operations and complex tax planning strategies.
• Proficiency with Quick Books and professional tax software.
• Excellent analytical, organizational, and problem‑solving skills, with the ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong written, verbal, and interpersonal communication skills.
• A genuine passion for leading, mentoring, and developing people.
• Based in or within commuting distance of Northern New Jersey, or located in the Eastern or Central time zone with the ability to travel to the office periodically.
• Ability to travel approximately 10% for internal firm events.

• Experience with Ultra Tax and Sure Prep
• Prior experience supervising, mentoring, or training staff, including entry-level associates
• Experience serving owner‑managed businesses and individuals with complex tax situations
• Experience collaborating with financial advisors, wealth managers, or financial planners
• Interest in a growing, entrepreneurial environment where you can help build and shape a practice

The base salary for this position is estimated between $115,000 and $150,000 per year.