Private Client Services Tax Manager

Most Tax Manager roles give you more returns to review and more deadlines to manage. This one gives you a much broader role in your clients financial lives.

A leading public accounting and advisory firm is looking to add a Private Client Services Tax Manager to its growing PCS practice. Youll work directly with high-net-worth and ultra-high-net-worth individuals families business owners trusts and estates across complex compliance planning and advisory matters.

The work extends well beyond annual filings. Youll become a key advisor to clients navigating significant wealth closely held businesses investments gifting and estate considerations and other complex tax decisions while working alongside experienced professionals across the firms broader advisory platform.

Compensation: $130000$165000 base salary bonus depending on experience technical background and market.

• 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

• 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

Private Client Services is different when youre given the opportunity to understand the entire picture.

Instead of working on one piece of a clients tax situation youll advise individuals and families across the interconnected issues that come with significant wealth income taxes investments businesses trusts estates gifting and long-term planning.

Youll work with sophisticated clients have direct access to senior leadership and build the kind of relationships where youre involved throughout the year rather than simply when a return is due.

For someone who enjoys the technical side of private client tax but wants to become a more complete advisor this is a platform where you can build a career around both.

All inquiries will be handled confidentially.