Tax Manager

Location:

- United States (On-site / Office-based)

Employment Type :

- Full-Time, Permanent

The base salary for this role ranges from USD 82,800 to USD 157,200 per year
, depending on geographic location, job-related skills, qualifications, and experience.

Eligibility for incentive compensation and additional benefits may apply, subject to applicable program terms and performance criteria.

This role leads tax advisory services for high-net-worth clients and closely held businesses while managing and mentoring a growing team of tax professionals. The position focuses on client relationship management, complex tax planning, compliance review, and talent development within a collaborative wealth management environment.

• Manage and mentor a team of tax professionals, promoting a high standard of client‑centric service and technical expertise
• Lead client relationships and retention efforts, ensuring timely delivery and effective resolution of client needs
• Manage tax consulting and planning projects, including charitable giving analyses, private foundation minimum payout calculations, and other tax and financial planning initiatives
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension filings, and related work papers and financial statements
• Understand client business and financial needs and identify appropriate value‑added services
• Collaborate with peers and leadership to develop and present strategic tax planning solutions for high‑net‑worth individuals and closely held businesses
• Support and guide research on complex technical tax matters and regulatory updates
• Demonstrate a strong commitment to continuing education, team development, and mentoring junior tax associates

• Minimum of 5 years’ tax experience in a public accounting, private accounting, or financial planning environment
• CPA or EA designation preferred

• Experience providing client‑focused tax consulting services to high‑net‑worth individuals, partnerships, trusts, and closely held entities
• Strong technical research skills related to complex tax matters and regulatory changes
• Proficiency with tax compliance software (e.g., CCH, GOSystem preferred)
• Excellent interpersonal, communication, and relationship management skills
• Strong organizational and time‑management abilities in a fast‑paced, deadline‑driven environment
• Demonstrated experience training and mentoring junior staff or interns
• High attention to detail and commitment to quality

The organization offers a collaborative and inclusive workplace that values professional growth, teamwork, and work‑life balance. Associates are encouraged to develop their careers while contributing to a supportive and high‑performing culture.

All qualified applicants will be considered in accordance with applicable employment laws, without regard to legally protected characteristics.