A leading public accounting and advisory firm is seeking a Tax Manager to join its Private Client Services team. This role focuses on serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses by providing tax compliance, planning, and advisory services.
The ideal candidate will have experience managing complex individual and fiduciary tax matters, developing tax-efficient strategies, and serving as a trusted advisor to affluent clients while mentoring junior team members.
RESPONSIBILITIES
Build and maintain strong relationships with high-net-worth individuals, family offices, and related entities
Review complex tax returns including individual, trust, estate, gift, partnership, and private foundation filings
Provide personalized tax planning and advisory services tailored to client objectives
Analyze client financial situations to identify tax-saving opportunities and planning strategies
Develop and implement tax-efficient solutions related to income, estate, gift, and wealth transfer planning
Communicate complex tax concepts and recommendations to clients in a clear and practical manner
Ensure compliance with federal, state, and local tax laws and regulations
Research tax legislation, regulations, and technical issues impacting clients
Analyze the tax implications of investments, estate planning, and other financial decisions
Supervise, mentor, and develop junior tax professionals
Review staff work to ensure technical accuracy and compliance with professional standards
Stay current on tax law changes, industry developments, and emerging planning opportunities
QUALIFICATIONS
Bachelor's degree in Accounting, Finance, Tax, or related field
5+ years of public accounting tax experience
Experience serving high-net-worth individuals, family offices, trusts, and estates
Strong knowledge of individual, fiduciary, gift, estate, and partnership taxation
Experience reviewing complex tax returns and providing tax planning advice
Ability to research and interpret complex tax regulations
Strong client relationship management and communication skills
Experience supervising, mentoring, and developing staff
CPA preferred
Strong analytical, organizational, and problem-solving abilities
Ability to manage multiple client engagements and deadlines simultaneously
This role can be based in Long Island, NYC, or South Florida.
Numbers & Facts
Location
Boca Raton, FL
Skills
Accountingunmatched
Analysis Skillsunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Estate Planningunmatched
Fiduciaryunmatched
Financeunmatched
Financial Analysisunmatched
High Net Worthunmatched
Interpret Regulationsunmatched
Local Taxunmatched
Maintain Complianceunmatched
Mentoringunmatched
Organizational Skillsunmatched
Performance Reviewsunmatched
Private Client Servicesunmatched
Problem Solving Skillsunmatched
Public Accountingunmatched
Regulatory Complianceunmatched
Research Skillsunmatched
Sales Managementunmatched
State Taxunmatched
Strategic Planningunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Regulationsunmatched
Tax Returnsunmatched
Time Managementunmatched
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