Private Client Tax Manager

Role Overview

We are seeking an experienced Tax Manager with a strong background in private wealth and high-net-worth tax services to join a growing public accounting team. This role is ideal for a CPA who is passionate about tax strategy, client advisory, and mentoring emerging professionals—while working in a firm culture that prioritizes growth and balanced workloads.

The Tax Manager will serve as both a technical leader and trusted advisor, managing complex engagements and delivering proactive tax solutions tailored to high-net-worth individuals and closely held entities.

• Lead and manage tax engagements with urgency and attention to client needs
• Oversee preparation and review of Individual, Gift, Estate, and Trust income tax returns
• Provide strategic tax planning and advisory services for private wealth clients
• Develop client relationships and deliver proactive recommendations
• Mentor and guide junior and senior staff members
• Collaborate with Senior Managers and Partners on complex tax matters
• Identify opportunities to improve efficiency through technology and automation
• Manage multiple engagements, deadlines, and client expectations simultaneously

• Bachelor’s degree in Accounting, Finance, or related field
• CPA-certified with active license required
• 5+ years of tax experience in public accounting
• 2+ years of managerial experience preferred
• Expertise in Individual, Gift, Estate, and Trust tax compliance
• Experience providing advisory and tax planning solutions to high-net-worth clients
• Strong leadership, project management, and communication skills
• Self-motivated, growth-oriented, and collaborative mindset
• Ability to work in-office or hybrid schedule preferred

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid time off (PTO)
• Company-paid holidays
• Expense reimbursement (when applicable)
• Professional development and continuing education support
• Mentorship and leadership development opportunities
• Collaborative and growth-focused work environment

This role operates within a collaborative public accounting firm that values professional development, proactive client service, and sustainable work hours—even during peak tax seasons. The position offers high visibility, leadership engagement, and opportunities to contribute meaningfully to both client success and firm growth.

If this background aligns with your experience, submit your information for review.

DL494