Tax Manager

Reasons to Work Here:

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• Medical, Dental, and Vision insurance.
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• Immediate 401(k) participation with 100% vested match after 1 year.
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• Company-paid life and long-term disability insurance.
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• HSA, HRA, and FSA options.
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• Dynamic, inclusive culture where your ideas and development truly matter.
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• Significant opportunities for professional growth and continuous learning.
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• A workplace that values balance, well-being, and long-term career success.
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• Paid holidays and unlimited PTO.
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• Hybrid working
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• $145,000 - $160,000
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In this role, you will manage tax compliance and planning engagements for our UHNW clients while leading and mentoring a team of tax professionals. The ideal candidate brings significant technical expertise, strong leadership capabilities, and a passion for providing strategic, high-touch service.


Responsibilities Leadership & Management

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• Lead, coach, and mentor a team of tax professionals in a supportive, high-performance environment.
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• Collaborate with Partners on recruitment, training, and ongoing professional development initiatives.
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Tax Compliance & Planning

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• Manage and review complex tax returns for individuals, trusts, partnerships, corporations, private foundations, and international entities.
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• Ensure full compliance with federal, state, and international tax regulations.
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• Develop and implement tax strategies aligned with clients’ personal and financial goals.
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Client Engagement

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• Build strong relationships with UHNW clients, understanding their unique financial situations.
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• Provide insightful guidance on year-end planning, estate and gift strategies, and captive insurance planning.
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Strategic Advisory

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• Stay current on evolving tax laws and industry changes, ensuring you deliver the highest standard of expertise.
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• Advise Partners on the tax implications of investments, business deals, wealth planning, and major financial decisions.
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Qualifications

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• Bachelor’s degree in Accounting, Taxation, or related field.
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• CPA required.
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• Minimum 8 years of tax planning and compliance experience, including at least one year in a leadership role serving UHNW clients.
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Skills

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• Deep knowledge of federal, state, and international tax law.
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• Demonstrated ability to manage complex tax matters and deliver strategic advice.
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• Strong leadership, communication, and relationship-building skills.
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• Proficiency in Microsoft Office Suite; experience with CCH preferred.
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Tax Manager
Tax Manager
Tax Manager
Tax Manager
Tax Manager
Tax Manager