Tax Manager
Tax Manager
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Job Description
Join a Premier Advisory Firm Serving High-Net-Worth Clients
Were partnering with a top-tier advisory firm that works closely with high-net-worth individuals and familiesmany of whom span multiple generations and have their own Family Offices. These clients count on the team for smart forward-thinking strategies around income tax estate planning charitable giving and more. The firm also has strong working relationships with leading investment and estate planning professionals across the country.
About the Role
This is a great opportunity for an experienced Tax Manager whos ready to move beyond compliance and into a more advisory-focused role. Youll work with sophisticated clients tackle complex planning structures and be part of a highly respected team. The position offers flexibilityremote hybrid or onsite arrangements are all possible.
What Youll Do
- Be a trusted advisor to high-net-worth clients and family offices
- Offer proactive guidance and custom planning solutions
- Lead teams on tax returns financial statements and related deliverables
- Oversee quality control and provide final reviews
- Juggle multiple client relationships and special projects
- Coach and mentor junior team members
- Support business development effortsthink proposals meetings and collaborations
- Stay sharp on tax law changes and industry trends
What Were Looking For
Must-Haves
- Bachelors in Accounting (or similar field)
- CPA or equivalent certification
- 6 years of tax/advisory experience
- 3 years in a supervisory or leadership role
- Excellent communication and interpersonal skills
- Comfort with modern tax and accounting software
- Willingness to travel if needed
Nice-to-Haves
- Masters in Taxation or Accounting
- Experience working with high-net-worth clients trusts or Family Offices
- Open to hybrid work (ideally 3 days per week in the office or at client sites)
Perks & Compensation
- Competitive salary: $140K$160K depending on your background
- Full benefits: medical dental life disability 401(k) match FSA/HSA and more
- Generous PTO holidays and sick leave
- Support for continuing education CPA exam and employee referrals
If youre looking for a role where you can make an impact build long-term relationships and grow your expertise with a collaborative and respected teamwed love to hear from you.
Apply today by sending your resume to or connect with me to learn more! Direct Phone:
Required Experience:
Manager
Employment Type
Full-Time
