Tax Manager

Tax Manager

Location: Fairfield, CT (Hybrid)

Salary: $120,000 - $160,000

Position: Full-Time

About Us

We are a premier boutique consulting and CPA firm located in Fairfield, Connecticut. For over three decades, we have served as trusted advisors to high-net-worth individuals, family offices, and closely held businesses. We go far beyond traditional tax prep; we provide comprehensive, big-picture financial strategies designed to protect assets and maximize wealth.

Our team operates in a fast-paced, high-level advisory environment, handling the complexity of a large firm with the agility and personal touch of a boutique practice.

The Role

We are looking for a technically proficient and strategic Tax Manager to lead client engagements. This is a critical role that blends high-level compliance oversight with proactive tax consulting. You will work directly with business owners and affluent families to integrate their tax planning with their broader financial goals.

Key Responsibilities

Strategic Advisory & Planning

• Develop and execute sophisticated tax-advantaged strategies for families and businesses.
• Advise on complex transactions, including mergers, acquisitions, and business succession planning.
• Provide counsel on wealth transfer, estate planning, and charitable giving programs.
• Represent clients in tax examinations and provide proactive guidance on changing tax codes.

Compliance & Review

• Oversee and review complex federal and state tax filings for Partnerships, S-Corps, C-Corps, and HNW Individuals.
• Manage the tax implications of family limited partnerships, trusts, and multi-state entities.
• Ensure all deliverables meet our firm's high standards for accuracy and integrity.

Family Office & CFO Support

• Collaborate with our Family Office team to simplify the financial lives of our clients through bill paying, wealth building strategies, and financial reporting.
• Support outsourced CFO/Controller projects, identifying areas for profit improvement and management usability.

What You'll Need

• Certification: Active CPA license is required.
• Experience: Minimum of 7+ years of progressive tax experience in public accounting or a specialized consulting firm.
• Expertise: Deep knowledge of individual, partnership, and corporate taxation.
  
  Experience with High-Net-Worth (HNW) clients and Family Office structures is highly preferred.
• Industries: Familiarity with Private Equity, Real Estate, Technology, or Manufacturing sectors is a plus.
• Communication: Exceptional ability to translate complex tax concepts into actionable advice for clients.

Why Join Our Team?

• High-Level Impact: Work on sophisticated, complex files that challenge your technical skills every day.
• Boutique Culture: Enjoy a collaborative, respectful environment where your contributions are highly visible and valued.
• Career Growth: We are committed to team development and leadership, offering a clear path for professional advancement.
• Work-Life Balance: We emphasize efficiency and objective-based outcomes to help our team manage a busy professional life.

If you are a motivated tax leader ready to move beyond compliance into a true advisory role, we invite you to apply.