Tax Accounting Manager

We are seeking an experienced Tax Manager / Senior Tax Manager to join our growing tax practice. The ideal candidate possesses significant experience in corporate, partnership, individual, trust, and estate taxation, along with a strong ability to provide proactive tax planning and advisory services to high-net-worth individuals, families, and closely held businesses. This role requires a trusted advisor mindset, combining technical expertise with exceptional client service, leadership, and relationship management skills.

The successful candidate is viewed by clients as a trusted advisor and by colleagues as a technical resource and leader. They proactively identify tax-saving opportunities, provide timely planning advice, leverage technology and research tools effectively, and contribute to the continued growth of the firm and its clients.

Candidates demonstrating exceptional client relationship management, technical expertise, leadership, and business development capabilities may be considered for future leadership and partner-track opportunities.

• Prepare and review Forms 1120, 1120S, 1065, 1040, 1041, 706, and 709.
• Review work papers and supporting documentation for accuracy and completeness.
• Manage multiple engagements while ensuring compliance and quality standards.
• Provide proactive tax planning for high-net-worth individuals, families, and business owners.
• Develop strategies involving income tax reduction, wealth preservation, estate and gift planning, trust planning, succession planning, entity structuring, PTET planning, and exit planning.
• Collaborate with attorneys, wealth advisors, bankers, and other advisors.

• Research complex tax matters using Thomson Reuters Checkpoint and CoCounsel.
• Interpret tax law, regulations, IRS guidance, and court decisions.
• Prepare technical memoranda, client correspondence, and planning recommendations.

• Serve as the primary point of contact for assigned clients.
• Lead planning meetings and advisory discussions.
• Develop relationships with business owners, executives, and high-net-worth individuals.

• Supervise, train, and mentor tax professionals.
• Review staff work and provide technical coaching.
• Assist with scheduling, workflow management, and engagement planning.

• Expand existing client relationships.
• Identify additional service opportunities.
• Participate in networking and business development activities.

• Bachelor’s degree in Accounting, Taxation, or related field.
• Master’s degree in Accounting, Taxation, or related field a plus.
• 8+ years of public accounting tax experience.
• Experience in corporate, partnership, individual, trust, and estate taxation.
• Experience providing planning and consulting services to high-net-worth clients and closely held businesses.
• Advanced Microsoft Excel

• Advanced technical tax knowledge
• Strategic tax planning capabilities
• Strong analytical and problem-solving skills