Tax Manager

A growing independent wealth management firm is seeking a Tax Manager to lead and grow its integrated tax practice. This is a high-visibility leadership opportunity for an experienced tax professional who wants ownership of a practice and the ability to partner directly with wealth advisors on sophisticated tax and financial planning strategies.

A growing independent wealth management firm is seeking a Tax Manager to lead and grow its integrated tax practice. This is a high-visibility leadership opportunity for an experienced tax professional who wants ownership of a practice and the ability to partner directly with wealth advisors on sophisticated tax and financial planning strategies.

• Lead the day-to-day tax practice, overseeing quality, workflow, deadlines, and client service.

• Review individual, fiduciary, partnership, corporate, and exempt organization tax returns.

• Serve as a technical resource on complex tax matters and manage IRS/state correspondence and examinations.

• Manage client relationships and identify tax planning opportunities for high-net-worth individuals, business owners, trusts, and multigenerational families.

• Partner closely with wealth advisors to integrate tax strategies into broader financial and wealth planning.

• Supervise, mentor, and develop tax professionals while supporting hiring and team growth.

• Improve tax processes, technology, and workflows while maintaining compliance with evolving tax regulations.

• CPA or EA required.

• 7+ years of progressive tax experience, including return review.

• Experience managing, mentoring, or supervising tax professionals.

• Strong technical knowledge across individual, fiduciary, partnership, and corporate taxation.

• Experience with high-net-worth tax planning preferred.

• RIA or wealth management experience a plus.

• Experience with Lacerte, Tax Dome, Sure Prep, Quick Books, and Microsoft Office preferred.

This role offers the opportunity to lead a growing tax practice within a wealth management environment where tax planning is integrated directly into clients' broader financial and investment strategies. It is well suited for a tax professional looking to move beyond compliance and take meaningful ownership of a practice and team.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Additional disclaimer:

Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied.

Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and…