Tax Manager

Overview

A growing financial advisory firm is seeking a Tax Manager to join their Central Tax Team based in Louisville, KY, with remote work possible for the right candidate. This role offers an opportunity to expand tax expertise beyond traditional compliance, working closely with investment, estate, and financial planning professionals to deliver integrated wealth strategies for high-net-worth and ultra-high-net-worth clients nationwide.

Responsibilities

• Review and sign individual and business tax returns for sophisticated clients across the U.S.
• Lead tax planning discussions in collaboration with financial advisors, presenting strategies and projections during client meetings
• Prepare and review tax projections related to estimated payments, charitable giving, retirement planning, and Roth conversions
• Serve as the dedicated tax advisor to clients and advisory teams, fostering long-term relationships
• Mentor junior staff and promote professional development within the tax team
• Ensure tax compliance while identifying strategic planning opportunities to enhance client outcomes
• Contribute to process improvements to support workflow efficiency and scalability

Requirements

• Minimum 7 years of experience in tax roles involving private equity, executive compensation, complex K-1 activity, and multi-state individual filings
• Bachelor’s degree in Accounting or related field; Master’s in Taxation is a plus
• CPA, EA, or JD designation required
• Proven experience working with high-net-worth individuals and family entities
• Proficiency with technology-driven tax workflows; experience with Thomson Reuters preferred
• Strong communication and interpersonal skills with a client-focused approach
• Ability to manage multiple priorities in a fast-paced, collaborative environment
• Growth mindset with a desire to learn and evolve within a high-performing team
• Interest in building a long-term career with advancement opportunities

Preferred Qualifications

• Experience in integrated tax, estate, and financial planning strategies
• Ability to engage in ongoing client advisory beyond annual tax deadlines

Compensation & Benefits

• Competitive salary plus highly competitive annual bonus targets
• Incentive equity opportunities for high performers
• Relocation bonus available to assist with moving to Louisville, KY
• Health, dental, and vision insurance starting on day one
• 401(k) plan with 4% employer match
• Flexible paid time off policy
• Parental leave
• Financial assistance for advanced education and professional designations
• Opportunities to contribute time to local communities
• Commuter benefits

Location

Preferred location is Louisville, KY office; remote work considered for the right candidate.

Additional Information

Applicants must be authorized to work for any employer in the U.S. The employer is committed to providing an inclusive and diverse work environment and is an Equal Opportunity Employer. Accommodations are available for applicants with disabilities or special needs.