CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset.
Job Responsibilities
Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
Manage, mentor, and develop tax managers and staff; review work and provide technical guidance.
Participate in business development efforts, including networking, proposal development, and client presentations.
Numbers & Facts
Location
Haddonfield, NJ
Job Type
Full-time, Employee
Salary
$125,000–$175,000 Per Year
Qualifications
Must be able to work in the office a minimum of 3 days per week.
Active CPA license or EA certification required.
MST, JD, or LLM in Taxation a plus.
7-10 years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
Deep technical expertise in individual, partnership, trust, and estate taxation.
Experience working with complex, multi-entity structures and high-volume K-1 environments preferred.
About Company
Top 100 CPA firm
Skills
High Net Worth Tax
Private Client Services Tax
Skills
Certified Public Accountant (CPA)unmatched
Consultingunmatched
Customer Service Managementunmatched
High Net Worthunmatched
Leadershipunmatched
Private Client Servicesunmatched
Tax Planningunmatched
Tax Regulationsunmatched
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