Tax Manager

Overview

• Lead tax compliance and advisory services for high-net-worth individuals and families.
• Develop and implement tax strategies aligned with client goals and objectives.
• Collaborate with advisors to integrate tax considerations into financial plans.
• Provide expertise in estate planning and business tax compliance services.
• Stay updated on tax legislation and reforms to ensure compliance.
• Contribute to business development through networking and public speaking.
• Manage and train team members to ensure high-quality service delivery.
• Work in a hybrid environment with opportunities for professional growth.

Key Responsibilities & Duties

• Review and analyze individual, trust, estate, and business tax returns.
• Handle federal and state tax notices and audits effectively.
• Research tax laws and prepare technical memorandums on complex topics.
• Develop tax savings strategies and estate planning advisory services.
• Provide internal training on tax-related topics to enhance team expertise.
• Collaborate with wealth advisors and financial planners for integrated solutions.
• Manage client accounts, fostering strong relationships and ensuring satisfaction.
• Contribute to marketing efforts through article writing and public engagement.

Job Requirements

• Bachelor’s degree in Accounting or related field from an accredited institution.
• Active CPA, EA, or state bar license required.
• Minimum of 6 years of progressive experience in public accounting.
• Proficiency in tax advisory and compliance for high-net-worth clients.
• Experience with CCH Axcess Tax and Bloomberg Income Tax Planner preferred.
• Strong skills in research, memo writing, and tax planning strategies.
• Excellent communication skills and ability to manage client relationships.
• Ability to work additional hours as needed to meet client deliverables.