Senior Tax Manager

Overview

The Senior Tax Manager leads tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, and closely held businesses. This role collaborates with wealth advisors to develop strategic tax solutions, reviews complex tax returns, manages client engagements, and provides technical guidance on sophisticated tax matters. The position also involves mentoring tax professionals, maintaining strong client relationships, and staying current on tax law developments to deliver proactive planning and exceptional client service.

Responsibilities

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities, including extensions, quarterly estimates, projections, and year-end planning.
• Review complex federal, state, and local tax returns for accuracy, technical quality, planning opportunities, and compliance with filing requirements.
• Serve as a tax resource to wealth advisors by identifying tax planning opportunities aligned with clients' financial, estate, charitable, and investment objectives.
• Research and analyze complex tax issues, prepare clear recommendations, and communicate technical conclusions to clients, advisors, and internal stakeholders.
• Manage client engagements from planning through delivery, including workflow, deadlines, review processes, prioritization, and coordination with permanent and seasonal tax staff.
• Build and maintain trusted client relationships through proactive communication, high-quality service, and timely responses to inquiries.
• Collaborate with wealth management teams to integrate strategic income tax, estate and gift tax, charitable giving, stock option, multi-state, and retirement planning considerations into client recommendations.
• Supervise, mentor, train, and review the work of tax professionals, providing feedback, technical guidance, and support during busy seasons.
• Assist Tax Leadership with developing internal tax education, process improvements, and practice standards to support consistent, high-quality client service.
• Monitor relevant tax law developments and assist with communicating timely planning insights to advisors and clients through newsletters, presentations, and other communications.

Qualifications

• CPA, EA, JD, or comparable advanced tax credential with a minimum of 8+ years of relevant tax experience; public accounting, family office, or wealth management experience strongly preferred.
• Demonstrated expertise serving high-net-worth and ultra-high-net-worth individuals and families, with significant experience reviewing individual, fiduciary, gift, foundation, partnership, and closely held business tax returns.
• Strong technical knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance matters.
• Proven ability to lead engagements, manage competing deadlines, supervise staff, and maintain ownership of client deliverables through completion.
• Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear, practical recommendations.
• Proficiency in Microsoft Office applications, including Excel, and ability to learn and leverage tax, planning, workflow, and document management technology.
• Exceptional attention to detail, self-initiated follow-through, sound professional judgment, and strong time management and organizational skills.
• Ability to work independently and collaboratively within a client-focused, team-oriented wealth management environment.
• Willingness and ability to work additional hours during peak tax filing and planning seasons.

Preferred Qualifications

• Advanced experience with high-net-worth individual, trust, estate, gift, private foundation, partnership, S corporation, and closely held business tax matters.
• Experience with estate and wealth transfer planning, charitable giving strategies, stock option planning, tax notices, and tax controversy support.
• Experience with ProSystem fx® Tax, CCH Axcess, BNA Income Tax™ Planner, tax research platforms, and workflow or document management tools.
• Experience at Big Four, large regional accounting firms, family offices, or integrated wealth management firms.

Compensation & Benefits

• This is an exempt position.
• Annual base salary range: $140,000 - $160,000, depending on experience, expertise, location, and skill set.
• Additional compensation may include an annual cash bonus.
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).
• Job title may be adjusted based on the selected candidate’s experience and education.

Location

• This role is based in the United States.

Equal Opportunity & Accommodation

The employer is an equal opportunity organization that bases employment decisions on skills and qualifications without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or other protected characteristics. Reasonable accommodations are provided for applicants and employees with disabilities during the application, interview, and employment process.