Tax Manager

Tax Manager at White Cap Search

Base pay range: $/yr – $/yr

An expanding wealth management firm serving individuals, families and businesses with personalized financial and legacy planning is seeking an in‑house Tax Manager for its New Jersey office. The firm manages over $15B in assets for 13,000 clients. This role will start as an individual contributor with the opportunity to build a tax team over time. As Tax Manager, you will partner closely with financial advisors and provide high‑touch tax planning, compliance, and advisory services to high‑net‑worth clients.

• Accounting/Auditing and Finance

Mid‑Senior level

Full‑time

• Deliver exceptional tax planning, tax prep management, compliance, and advisory services for high-net-worth clients.
• Review and file a variety of tax returns, including Forms 1040, 1041, 1065, and 1120‑S, ensuring accuracy and timely submission.
• Lead client meetings to discuss tax-related inquiries and provide strategic recommendations.
• Collaborate with internal teams and advisors to ensure comprehensive federal and state tax compliance.
• Analyze tax returns to identify planning opportunities, efficiencies, and potential risks.
• Conduct research on complex tax issues and document clear responses to client and advisor questions.
• Mentor and train junior tax staff as the department grows.
• Manage and execute special projects as assigned.

• 8‑12+ years of relevant tax experience in a public accounting firm or RIA.
• Active CPA certification is required.
• Bachelor’s degree in accounting, finance, economics, or a related field.
• Comprehensive knowledge of tax issues affecting individuals, as well as S‑corps, trusts, partnerships.
• Experience with Holistiplan is preferred.
• Proficiency in MS Office applications.
• JD or Masters in Tax is a plus.

In addition to competitive base salary, the firm offers performance‑based bonuses, comprehensive benefits, and opportunities for career growth.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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