Tax Manager

Pathway Talent Partners is partnering with a well-established, client-focused wealth management and advisory firm serving successful individuals, families, business owners, and entrepreneurs.

This organization takes a highly personalized approach to helping clients navigate complex financial decisions, preserve wealth, and plan for future generations. With an emphasis on long-term relationships, collaboration, and exceptional client service, the firm offers a unique opportunity to work alongside experienced professionals while making a meaningful impact on clients' financial lives.

• Partner with high-net-worth individuals, families, business owners, and their advisors to identify opportunities that improve tax efficiency and support long-term financial and wealth-planning objectives.
• Review complex tax and financial situations involving individuals, trusts, estates, closely held businesses, investments, and other sophisticated ownership structures.
• Develop and evaluate forward-looking tax and wealth-planning strategies that align with clients' personal, business, investment, estate, and legacy goals.
• Analyze the financial and tax impact of planning decisions and help clients understand potential outcomes, tradeoffs, and risks.
• Provide strategic guidance surrounding significant life and business events, including business sales, ownership transitions, liquidity events, succession planning, and wealth transfers.
• Evaluate planning opportunities related to estate and gift tax, charitable giving, executive compensation, investments, real estate holdings, business ownership, and intergenerational wealth transfer.
• Review tax returns, financial information, ownership structures, and planning projections to identify tax-saving opportunities and potential planning concerns.
• Research tax legislation, regulations, emerging planning concepts, and technical issues to uncover opportunities and support sound client recommendations.
• Stay current on federal and state tax developments and communicate relevant implications to clients and internal stakeholders.
• Coordinate with attorneys, CPAs, financial advisors, investment professionals, and other trusted advisors to develop and implement comprehensive wealth and tax planning strategies.
• Translate complex tax and wealth-planning concepts into clear, actionable guidance for clients, families, and professional advisors.
• Prepare and present tax planning analyses, projections, recommendations, and supporting materials for client meetings and strategy discussions.
• Contribute to the development of internal tax and wealth-planning resources, frameworks, and educational content that enhance the client experience.
• Maintain thorough documentation of recommendations, planning assumptions, client objectives, and ongoing action items while ensuring strategies are technically sound and aligned with client goals.

• Experience advising high-net-worth individuals, multi-generational families, business owners, and executives on sophisticated tax and wealth-planning matters.
• Strong technical knowledge across individual, trust, estate, gift, and business taxation, including complex ownership structures and planning scenarios.
• Demonstrated ability to evaluate tax and wealth-planning opportunities through both a technical and practical lens, balancing tax benefits with real-world client and business objectives.
• Comfort analyzing tax returns, financial statements, investment information, ownership structures, and planning projections to identify opportunities and potential concerns.
• Excellent research, problem-solving, and critical-thinking skills with a natural curiosity for complex tax and wealth-planning issues.
• Ability to…