PCS Tax Manager

Ready to be the advisor your clients call before the big decisions not just at tax time

A leading public accounting and advisory firm is growing its Private Client Services practice and looking for a Tax Manager who wants a real seat at the table. Youll work directly with high-net-worth and ultra-high-net-worth individuals families business owners trusts and estates on the decisions that shape their financial lives.

This is a chance to move beyond the annual filing cycle. Youll help clients plan around investments closely held businesses gifting trusts and estate matters with experienced professionals across the firms advisory platform alongside you.

Compensation: $150000$165000 base salary bonus depending on experience technical background and market.
Responsibilities
Manage complex tax engagements for high-net-worth and ultra-high-net-worth individuals families trusts estates and closely held businesses
Review complex individual fiduciary gift estate partnership and related tax returns
Develop and execute year-round tax planning strategies for private clients
Advise clients on income tax planning wealth transfer gifting trusts estate considerations and closely held business matters
Work with clients whose financial lives span operating businesses investment entities real estate trusts and other complex structures
Serve as a primary day-to-day advisor and build long-term relationships with clients and their families
Coordinate with attorneys wealth advisors investment professionals and other outside advisors on integrated client matters
Research complex tax issues and translate technical guidance into practical recommendations
Manage engagement scope budgets staffing deadlines and overall delivery
Review work and provide technical direction to Seniors and Staff
Mentor and develop junior professionals within the Private Client Services practice
Identify additional planning and advisory opportunities within existing client relationships
Collaborate across tax and advisory teams to provide clients with broader firm resources
Qualifications
6 years of progressive public accounting tax experience
Current Tax Manager experienced Senior Tax Manager or equivalent private client tax experience
CPA required; advanced tax degree is a plus
Significant experience serving high-net-worth and ultra-high-net-worth individuals and families
Strong individual and fiduciary tax experience
Experience with trusts estates and gift taxation
Strong understanding of pass-through entities and closely held businesses as they relate to individual owners
Experience providing tax planning and advisory services beyond annual compliance
Ability to independently manage sophisticated client relationships
Strong technical research and problem-solving skills
Experience reviewing complex returns and developing junior professionals
Ability to communicate confidently with clients attorneys wealth advisors and other professional advisors
Why This One Is Worth a Conversation
You wont be confined to one piece of a clients tax picture. Youll bring together planning across income taxes investments businesses trusts estates and gifting and build relationships that last well beyond filing season.

Youll work with sophisticated clients have direct access to senior leadership and grow as both a technical tax professional and a trusted advisor.

Interested in a broader private client role Lets talk.

All inquiries will be handled confidentially.