Tax Manager
Tax Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are working with a leading advisory firm that serves a sophisticated multigenerational client base of highnetworth individuals and families. Clients rely on this team for innovative forwardthinking tax strategies across income gift estate and charitable planning. Many of these clients maintain their own Family Offices and the firm maintains strong collaborative relationships with prominent investment advisory and estate law firms nationwide.
This is an excellent opportunity for a seasoned Tax Manager looking to step into an advisoryheavy role with exposure to complex planning structures and toptier clientele. This role has the potential to be Full Remote Hybrid or Onsite.
Key Responsibilities
Act as a trusted advisor to highnetworth clients and family offices delivering proactive insights and tailored solutions.
Lead engagement teams in the preparation and review of financial statements tax returns and other deliverables ensuring quality and timely .
Conduct strategic and technical reviews as part of final engagement quality control.
Manage multiple client relationships engagements and special projects simultaneously.
Guide and mentor staff through supervision training and performance development.
Partner with leadership on business development efforts including proposals client meetings and crossservice initiatives.
Contribute to a positive team culture by supporting firm initiatives and fostering collaboration.
Maintain current knowledge of tax laws planning strategies and industry trends.
Qualifications
Minimum Requirements:
Bachelors degree in Accounting or related field
Active CPA license or equivalent certification
6 years of experience in public accounting or related advisory work
3 years of experience in a supervisory or managerial capacity
Strong communication skills with ability to interface effectively across all levels of an organization
Proficiency with applicable tax and accounting technology
Ability to travel as required by client engagements
Preferred:
Masters degree in Taxation Accounting or related discipline
Prior experience working with highnetworth individuals trusts or family offices
Comfortable working in a hybrid environment including time spent at the office and/or client site (minimum 3 days per week)
Compensation & Benefits
Competitive base salary targeting $140000$160000 commensurate with experience education and skills
Comprehensive benefits package including medical dental life & disability insurance 401(k) with match FSA/HSA options and more
Generous paid time off holidays and sick leave
Education assistance CPA certification incentives and referral programs
If youre a driven tax professional seeking meaningful client relationships advanced planning work and a collaborative environment wed love to connect with you.
Apply today by sending your resume to or connect with me to learn more! Direct Phone:
Required Experience:
Manager
Employment Type
Full-Time
