Tax Manager

Tax Manager

Tax Manager – Salary: $120K – $150K+ base (flexible based on experience) + bonus

Tax Manager – Why This Opportunity Stands Out

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• Working a hybrid schedule with a growing, high-performing firm that is expanding rapidly and investing in its people
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• Exposure to a sophisticated High Net Worth (HNW) / Private Client Services (PCS) client base with complex tax needs
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• Opportunity to own client relationships and act as a trusted advisor—not just a preparer/reviewer
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• More manageable hours vs. Big 4 while still working on complex, meaningful engagements
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• Clear path for career growth and upward mobility as the firm continues to scale
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• Collaborative, team-oriented culture with strong leadership and mentorship
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Tax Manager – Key Responsibilities

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• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
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• Serve as a primary point of contact for clients, building and maintaining strong HNW/PCS relationships
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• Provide strategic tax planning, including estimating liabilities and advising on tax-saving strategies
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• Analyze organizational structures and transactions for tax implications
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• Review accounting processes (quarterly/annual) to ensure accurate tax reporting
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• Research and resolve complex tax issues; document findings and communicate recommendations
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• Manage multiple engagements, prioritize workload, and meet deadlines in a fast-paced environment
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• Supervise, mentor, and develop staff; provide ongoing feedback and conduct performance reviews
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• Collaborate with internal teams and external advisors to deliver a seamless client experience
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Tax Manager – Qualifications

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• Strong experience in High Net Worth (HNW) / Private Client Services (PCS) tax is required
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• 5-10 Years of Experience
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• Background in public accounting (Big 4 or large regional firm preferred)
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• Experience reviewing complex tax returns across individual, partnership, and corporate entities
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• CPA, EA, or JD preferred (or actively pursuing)
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• Proven ability to manage client relationships and communicate complex tax concepts clearly
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