Seasonal Tax Delivery Manager, Individual Tax Services - Global Employer

Overview

Seasonal Tax Delivery Manager, Individual Tax Services (High Net Worth)

This is a seasonal opportunity expected for the Spring 2027 (January–April) or other mutually agreeable period. Extensions may be available upon mutual agreement. Remote opportunities are available.

Recruiting for this role will end on January 31, 2027.

Responsibilities

• Own delivery for assigned client engagements from planning through completion of seasonal deliverables.
• Review complex individual and gift tax returns, workpapers, and related deliverables for accuracy and completeness.
• Track filing, review, and client milestones; identify risks early and escalate blockers.
• Resolve review notes and coordinate with specialists to meet agreed deadlines.
• Maintain clear communication with clients, advisors, engagement leaders, and team members.
• Manage team assignments, workload, and priorities during peak periods.
• Provide focused coaching and real-time feedback to tax professionals supporting assigned work.
• Monitor engagement scope, budgets, and open items, escalating issues that may affect delivery.
• Prepare clear handoff documentation and status updates for any work continuing beyond the seasonal assignment.

Requirements

• Completion of assigned tax returns and deliverables by agreed deadlines.
• Timely resolution of review notes, client requests, and technical issues.
• High-quality, well-documented work requiring minimal rework.
• Early identification and escalation of delivery, staffing, or scope risks.
• Consistent visibility into engagement status, workload, and open items.
• Effective coordination across clients, advisors, specialists, and tax teams.

Qualifications

Required

• Bachelor’s Degree in Accounting, Finance, Business Administration or other relevant degree
• 5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts
• Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns
• Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisors
• Ability to ramp up quickly and contribute effectively in a seasonal, deadline-driven environment
• Demonstrated ability to manage high-volume work while maintaining quality and attention to detail
• Availability to support peak-season deadlines and changing priorities
• Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
• One of the following active accreditations obtained:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
  • If not CPA eligible: Licensed Attorney or Enrolled Agent

Preferred

• Master’s degree or equivalent in a related field
• Experience serving high-net-worth individuals or private clients
• Strong client communication and relationship-management skills
• Experience leading, coaching, and developing tax professionals
• Ability to manage multiple deadlines while maintaining quality and attention to detail
• Proficiency with Excel and PowerPoint; experience with CCH tax technology or workflow tools is a plus

Location

Same job available in 46 locations across the United States, including:
Atlanta, GA; Austin, TX; Baltimore, MD; Boise, ID; Boston, MA; Charlotte, NC; Chicago, IL; Cincinnati, OH; Cleveland, OH; Columbus, OH; Costa Mesa, CA; Dallas, TX; Denver, CO; Detroit, MI; Grand Rapids, MI; Hartford, CT; Houston, TX; Indianapolis, IN; Jacksonville, FL; Jersey City, NJ; Lake Mary, FL; Las Vegas, NV; Los Angeles, CA; McLean, VA; Miami, FL; Minneapolis, MN; Morristown, NJ; Nashville, TN; New Orleans, LA; New York, NY; Philadelphia, PA; Pittsburgh, PA; Portland, OR; Raleigh, NC; Richmond, VA; Rosslyn, VA; Salt Lake City, UT; San Antonio, TX; San Diego, CA; San Francisco, CA; San Jose, CA; Seattle, WA; St. Louis, MO; Stamford, CT; Tampa, FL; Tempe, AZ.

Remote opportunities are available.

Compensation & Benefits

• Wage range: $105,375 to $215,375

Benefits information is not specified in the posting.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws.