Tax Manager

Tax Manager + Hybrid + HNW Clients + Wealth Planning + Team Leadership + Career Growth

This Jobot Job is hosted by: Scott Dennis
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $120,000 - $170,000 per year

A bit about us:

Our organization is seeking an experienced and motivated Tax Manager to join a growing tax advisory team. This position offers the opportunity to work directly with high-net-worth individuals, families, closely held businesses, trusts, and other complex entities.

The ideal candidate is a thoughtful listener, strong communicator, collaborative team player, and experienced tax professional who enjoys combining technical expertise with strategic client advice.

Why join us?

401(k) matching
Health insurance
Paid time off
Bonus opportunities
Great Culture
Work Life Balance

Job Details

Responsibilities:

• Manage and mentor a growing team of tax professionals while supporting their technical and professional development.
• Build and maintain strong relationships with high-net-worth clients through proactive communication and knowledgeable tax guidance.
• Oversee a variety of tax consulting, compliance, and planning projects.
• Develop and review tax projections, estimated tax calculations, extension filings, tax returns, supporting workpapers, and financial statements.
• Provide tax planning and consulting related to charitable giving, private foundations, closely held businesses, trusts, partnerships, and other complex client situations.
• Partner with wealth management professionals to understand clients' broader financial objectives and identify opportunities for integrated tax and financial planning.
• Collaborate with leadership and colleagues to develop and present strategic tax planning recommendations.
• Research complex tax issues and monitor changes in tax legislation, regulations, and guidance.
• Review tax work for accuracy, completeness, and technical quality.
• Manage multiple client engagements and competing priorities while maintaining a high level of client service.
• Contribute to a collaborative culture focused on professional development, knowledge sharing, and continuous improvement.

What We're Looking For:

• Bachelor's degree required.
• At least 5 years of tax experience within a public accounting, private accounting, financial planning, wealth management, or similar environment.
• CPA or EA designation preferred.
• Demonstrated experience working with high-net-worth individuals and complex tax situations.
• Strong experience with partnerships, trusts, and closely held entities.
• Experience with tax consulting and strategic tax planning.
• Strong tax research capabilities and the ability to interpret changing regulations.
• Experience with tax compliance software; CCH or GoSystem experience is a plus.
• Proven ability to develop and maintain strong client relationships.
• Excellent written and verbal communication skills.
• Experience managing, mentoring, or developing junior tax professionals.
• Strong organizational and time-management skills.
• Exceptional attention to detail and ability to manage multiple priorities.

What This Role Offers

This is an opportunity for a tax professional to move beyond traditional compliance work and become a strategic tax resource for sophisticated wealth management clients. You'll have meaningful exposure to complex tax planning, direct client interaction, cross-functional collaboration, and team leadership while continuing to grow your technical and advisory expertise.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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